Savings Tracker · Free · No account
A savings goals tracker for several goals at once.
The several-goals setup adds a Priority column, High, Medium or Low, beside three example goals. Each goal gets its own Needed a month and On track? check. The Summary shows what you saved in total, what remains across all targets and what goals are due next.
- 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: Savings goals 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
Anyone saving for a holiday, a laptop and a rainy day at the same time and deciding which matters most.
- Priority column with High, Medium and Low.
- Summary totals Saved, Still to save and Needed each month across all goals.
- Next goals due list, nearest date first.
Sheets included (6)
- 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.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- 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 compare what I plan to save with what is needed?
Yes. The Planned a month column is next to Needed a month, and a planned amount below what is needed is highlighted.
How many goals can I list?
Up to 60. Each goal takes one row on the Goals sheet and has its own ID, so sorting the rows does not break the link to its payments.
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Tell us what you would like to add, change or fix in the Savings Tracker builder.