Savings Goal Tracker — Excel and Google Sheets
SAVINGS & GOALS TRACKERSet a goal. Track your progress. Watch the bars fill.The Savings & Goals Tracker is a simple, powerful spreadsheet for anyone working toward a savings target — emergency fund, vacation, move-in costs, down payment, or anything else. Enter your goal, your target, and how much you've saved. The dashboard does the rest.Works in Microsoft Excel 365 and Google Sheets (free).WHAT'S INSIDE — 3 CONNECTED TABSSETTINGS — Fill this in once. Currency symbol and report dates flow into the dashboard automatically.GOALS — Your main input tab. Up to 50 savings goals, each with: Goal name and category (dropdown: Emergency Fund, Vacation, Move-In, Down Payment, Car, Education, Investment, Retirement, Wedding, Other) Target amount — how much you need to save in total Current saved — update this each month Monthly contribution — how much you're putting toward this goal Target date (optional) % complete, months remaining, and ON TRACK / BEHIND / COMPLETE status — all calculate automatically GOALS DASHBOARD — Your automated savings overview. Shows: 4 top KPIs: Total Saved, Total Target, Overall %, Monthly Commitment Full progress tracker table — every goal with status, remaining amount, and months left Monthly savings trend table — log your monthly contribution and cumulative savings grow automatically Progress bars for each goal HOW IT WORKS Download and open in Excel or Google Sheets Fill in SETTINGS Add your goals in the GOALS tab — enter a name, target, and what you've saved The Goals Dashboard updates automatically Update your Current Saved amount each month and your progress percentage, status, and months remaining recalculate instantly.WHAT YOU GET IN YOUR DOWNLOAD✓ Excel file (.xlsx) — formula cells locked, gold input cells open✓ Google Sheets version — shared link, make your own copy to edit✓ Start Here PDF — setup guide, running in under 3 minutes✓ User Guide PDF — full tab-by-tab walkthrough✓ License Agreement — personal use, one userGOOD TO KNOW→ Works in Microsoft Excel 365 or Excel 2019+. Google Sheets is free and fully supported.→ Formula cells are locked in Excel. Unlock password is in your Start Here guide.→ Reusable every year — duplicate the file and reset. One purchase, no subscription.→ Personal license — one user per purchase.ALSO IN THE TERMINALGRID SERIESWant a complete financial system? The Young Professional Finance Terminal (LITE & PREMIUM) includes this goals tracker plus Income, Expenses, Transactions, Budget, Bills, Net Worth, and for PREMIUM — Debt Payoff, Tax Estimator, City Life Planner, and Reports.Questions before you buy? Message me — I reply within 2 business days.
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