Savings Tracker · Free · No account
A savings tracker for one big goal, such as a house deposit.
The one-goal setup starts with a single row called House deposit, with a target and a date three years ahead, both there to overwrite. Every payment in or out is logged against it, and the Summary shows the twelve-month pattern of what you saved.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose the starting goalsStart from one goal, three goals, an emergency fund or sinking funds, or none. Decide whether to add Source and Priority columns.
- Set targets and datesDownload the workbook and, on the Goals sheet, type each goal, its target and the date you want it by. Add anything already saved.
- Log each amountOn Money in and out, pick the goal from the list and type the amount under Added, or under Taken out when you spend it.
Build your workbook
Preview: House deposit savings tracker. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
People saving towards one large target, such as a deposit, who want a clear monthly figure and a date.
- One pre-filled goal, House deposit, to rename.
- Already saved column for money set aside before you start logging.
- Saved month by month on the Summary, over twelve months.
Sheets included (5)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- GoalsEach goal once, with what is saved, left and needed.
- Money in and outEach amount saved, or taken out, one per row. The Goals sheet adds them up.
- SummaryTotals across your goals, what is due next and what was saved each month.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Goals sheet and the Summary sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Can I start the tracker with money already saved?
Yes. Type it under Already saved on the goal row. Everything you log afterwards is added to that figure.
Can I change the starting month on the Summary?
Yes. The First month on the Summary is set on the Settings sheet. It shows twelve months from that date.
Request a tool or send feedback
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Tell us what you would like to add, change or fix in the Savings Tracker builder.