Savings Goals Tracker

Watch your savings grow, and know exactly how much to put aside each month.

A simple Excel tracker for anything you're saving for: an emergency fund, a holiday, a new laptop, Christmas. Set a target and a date, log your deposits, and the sheet shows how far you've got and whether you're on track.

What's inside

• My Goals: up to 10 goals with a target, a target date and a start date. See the amount saved, what's left, a progress bar, how much you should have saved by now, and how much to save each month. A Status column tells you if you're Ahead, On track or Behind
• Deposits: log each deposit with the date, the goal and the amount. Room for 500 lines
• Progress: your totals, a chart of every goal against its target, and a month-by-month chart of what you've saved
• Start Here: a short guide, with example goals and deposits you simply overwrite

Good to know

• Instant digital download. Nothing is posted
• Excel file (.xlsx), designed for Microsoft Excel. It may also open in Google Sheets or Apple Numbers, but some features, like drop-down lists, progress bars and charts, may look different
• Amounts are in pounds sterling (£)
• Formulas are built in. You only type in the yellow cells
• It does not work out interest. If your savings earn interest, add it as a deposit
• It tracks your savings only. It does not move any money and is not financial advice
• For your own use only
• Digital download: you lose your 14-day right to cancel once you download the file. See our Returns & Refunds page