Savings Goal Tracker [42]

https://www.vertex42.com/ExcelTemplates/savings-goal-tracker.html © 2010-2018 Vertex42 LLC

Savings Goal 8,500 8,500 8,500 8,500 8,500 8,500 8,500 59,500
% Saved 6.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.9%
Remaining 7,990 8,500 8,500 8,500 8,500 8,500 8,500 58,990

Amount to Deposit
% Allocation 30.0% 15.0% 15.0% 20.0% 20.0% 100.00%
Allocation 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Current Balance 510.00

TRANSACTION HISTORY
Goal Goal Goal Goal Goal Goal Goal
Date Description Subtotal
1 2 3 4 5 6 7
1/1/10 Beginning Balance -
1/1/10 Interest Earned 0.00 -
1/5/10 Deposit 510.00 510.00
1/6/10 Goal Transfer -
1/7/10 Emergency Room -
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-
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-
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-
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-
-
Insert new rows above this one, by copying the above row. -
Current Savings Total 510.00 - - - - - - 510.00
 Goal vs. Current Savings

Savings Goal
$9,000

$8,000

$7,000

$6,000

$5,000

$4,000

$3,000

$2,000

$1,000

6.0%
$-
Goal Goal0.0% Goal0.0% Goal0.0% Goal0.0% Goal0.0% Goal0.0%
1 2 3 4 5 6 7

http://www.vertex42.com/ExcelTemplates/savings-goal-tracker.html © 2010 Vertex42 LLC

HELP
https://www.vertex42.com/ExcelTemplates/savings-goal-tracker.html © 2010-2018 Vertex42 LLC

Introduction to Using This Template

This workbook is designed to help you track how your savings is allocated, and where
you stand with respect to your various savings goals. If you use multiple savings
accounts, you can consider them lumped together in this workbook, or you can save a
copy of this workbook for each separate account. For example, you might want to have
one workbook for long-term savings goals and another workbook for short-term savings.
If you use a single workbook for each separate savings account, it will make it easier to
compare the transaction history and balances to your statements.

Step 1 Enter the Names for your savings goals by editing the column labels (Goal 1, Goal 2, etc.)

Step 2 Enter the Savings Goal amounts for each goal.

Step 3 Enter the Beginning Balance for each goal on the first line of the Transaction History.
- The Subtotal on the Beginning Balance line should match the total balance shown on
your savings account statement.

Recording a DEPOSIT
Step 1 Enter the deposit amount in the Amount to Deposit cell

Step 2 Set the Allocation Percentage for each goal and make sure the TOTAL = 100%

Step 3 Record the Deposit in the Transaction History. Enter the Date and Description
("Deposit"), then the values from the Allocation row. If you Copy/Paste the Allocation
values, make sure that when you Paste you use Paste Special > Values.

Recording a WITHDRAWL
Step 1 Insert a new Transaction by entering the Date and the Description ("Withdrawal").

Step 2 Enter the amount to withdrawal from each separate goal. Make sure that the Subtotal
adds up to the actual amount withdrawn.

Recording INTEREST EARNED

When you get your monthly statement, enter a new transaction just like you would a
Deposit. If the interest earned is very small, you might want to skip the allocation steps
and just add the full interest amount to a single goal.

Recording a TRANSFER
 If you decide to transfer money from one goal to another, just enter a negative value in
one column and the positive value in the other column.

Managing Accounts
If you are including multiple accounts in this workbook, you can highlight the name of
the goals different colors based on what account you are using for that goal. It may be a
little bit harder to compare the balances of your actual savings accounts to this
workbook, though.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.

REFERENCES

SEE ALSO Vertex42.com: 401k Calculator

SEE ALSO Vertex42.com: Personal Budget Spreadsheet

TIPS Vertex42.com: Spreadsheet Tips Workbook

010-2018 Vertex42 LLC

Goal 2, etc.)
Savings Goal Tracker

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/savings-goal-tracker.html

© 2010-2018 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is considered

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