Savings & Financial Goals Tracker

Set savings goals, track contributions and see how far you are from each target and the date you will reach it.

Key features

• Up to 10 goals with target amounts and dates
• Monthly contribution log
• Progress bars and months to target
• Required monthly saving per goal

Who it is for

Individuals · Households · Entrepreneurs

What is included

• Instructions
• Settings
• Goals
• Contributions
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.