Savings Goal Planner | Excel & Google Sheets Tracker

A practical savings goal workbook for setting personal targets, recording contributions, comparing monthly plans with actual saving, tracking milestones and viewing progress on a live dashboard. One master XLSX works in Microsoft Excel and can be uploaded into Google Sheets. DESCRIPTION Turn your savings goals into a clear, trackable plan. The Savings Goal Planner brings savings targets, contribution records, monthly planning, milestones, optional account records and progress tracking into one organised spreadsheet system. The workbook includes realistic sample data so you can understand the calculations before replacing the examples with your own information. The Dashboard updates from the Savings Goals and Contribution Log sheets to show total targets, current saved amounts, remaining balances, overall progress and recent contributions. This is a personal planning and record-keeping tool. It does not provide financial, investment, tax or legal advice and does not guarantee savings, returns or any particular outcome. WHAT IS INCLUDED - 1 master XLSX workbook - Quick Start Guide PDF - Read Me First file - Personal Use Licence 9 WORKBOOK SECTIONS 1. Start Here 2. Dashboard 3. Savings Goals 4. Contribution Log 5. Monthly Savings Plan 6. Milestones 7. Account Overview 8. Savings Challenges 9. Notes GENUINE FEATURES - Live savings goal dashboard - Multiple savings goals - Target amount and starting-saved fields - Automatic contribution totals by goal - Current saved and remaining-balance calculations - Progress percentage tracking - Target date tracking - Simple months-remaining calculation - Required monthly planning figure - Contribution log by date and goal - Monthly planned versus actual saving - Milestone tracking - Optional account overview - Optional savings challenge tracker - Dropdown fields - Conditional formatting - Filters and freeze panes - Progress data bars - Chart comparing saved amount with target - Realistic sample data - UK date formatting - UK pound formatting - No macros, VBA or external data connections COMPATIBILITY Microsoft Excel: XLSX workbook. Google Sheets: Upload the same XLSX into Google Drive or Google Sheets and open it there. The workbook uses standard formulas and common spreadsheet features selected for normal Google Sheets import. It was not live-tested inside Google Sheets during production. Minor differences in fonts, table styling, charts, conditional formatting or print layouts may occur after import. DIGITAL PRODUCT This is a digital download. No physical product will be posted or shipped. PERSONAL USE Your purchase is licensed for your own personal use. You may edit the workbook for your own needs and keep one personal backup copy. Resale, redistribution, sharing, marketplace upload and use as the basis of another resale product are not permitted. BASIC CUSTOMER INSTRUCTIONS 1. Download the customer ZIP. 2. Read Read_Me_First.txt. 3. Open the XLSX in Microsoft Excel, or upload that same XLSX into Google Sheets. 4. Review the sample goals and sample contributions. 5. Replace the sample goals with your own target amounts, dates and starting values. 6. Record each contribution in Contribution Log. 7. Use Monthly Savings Plan and Milestones if they are useful for your goals. 8. Review the Dashboard as your records change. 9. Use the Quick Start Guide for setup and troubleshooting. 13 ETSY TAGS savings planner savings tracker goal tracker money saving plan savings spreadsheet budget goal planner emergency fund sinking fund monthly savings excel savings google sheets goal money goal tracker finance planner MATERIALS Digital XLSX workbook PDF guide TXT instructions Digital download