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Savings Goals Tracker

Every goal on one dashboard, plus exactly how much to save each month.

$7.99 USD · one-time

🎉 25% off everything in our Etsy shop through Nov 4.

  • Google Sheets + Excel
  • Instant download
  • No formulas to touch

Track every savings goal in one place — emergency fund, vacation, car, gifts, anything — and see exactly how much to put away each month to hit each date. Works in Google Sheets and Excel with no formulas to touch.

Perfect for: people saving for several things at once: emergency fund, trip, car, gifts.

What it does

  • Dashboard: total saved, total target, overall progress, and a per-goal table with progress bars, plus a saved-vs-target chart.
  • Goals: up to 12 goals. Enter target amount, target date and any starting balance; saved total, still needed, months left and save-per-month are calculated for you.
  • Deposits: a 500-row log. Date, goal from the dropdown, amount. Every entry updates the goal instantly.

WHAT YOU GET (instant download)

• PDF guide with your Google Sheets copy link

• Excel file (.xlsx) for Excel 2016 or newer, Windows and Mac

• Start Here tab with 4 set-up steps and sample goals you can replace

How it works

  1. Download the PDF, open the link, File → Make a copy (or open the Excel file).
  2. Add your goals on the Goals tab.
  3. Log each transfer to savings on Deposits. Check the Dashboard whenever you like.

Compatibility

Google Sheets (free Google account) and Microsoft Excel 2016+. Set-up is easiest on a computer. Not designed for Apple Numbers.

License

Personal use (or one business of your own). Please don't resell, share or redistribute the files.

Pairs with the PlanfulPanda Monthly Budget Spreadsheet and Debt Payoff Tracker.

Designed by PlanfulPanda with AI-assisted tools; every formula and layout is hand-checked.

Questions about the Savings Goals Tracker

What is the Savings Goals Tracker?

The PlanfulPanda Savings Goals Tracker is a spreadsheet template for Google Sheets and Excel. Every goal on one dashboard, plus exactly how much to save each month.

Who is the Savings Goals Tracker for?

It's made for people saving for several things at once: emergency fund, trip, car, gifts.

Does it work in Google Sheets and Excel?

Yes. You get a Google Sheets copy link and an Excel (.xlsx) file, Excel 2016 or newer. It isn't designed for Apple Numbers.

How much does it cost?

$7.99 USD on Etsy, or $7.19 when you buy direct through Payhip. It's a one-time purchase with no subscription.