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Savings Goal Tracker.xlsx
Total Saved $16.8k
Avg Progress 42%
Goals 8
Goal Target Saved Progress
Emergency Fund$10,000$4,20042%
Japan Trip$3,500$1,80051%
New Laptop$2,000$90045%
Goals Dashboard Savings Log Monthly Summary Milestone Planner +13

Spreadsheet Preview

Goals Dashboard · 17 sheets

Fully Unlocked Decision-Ready
Audience: Anyone saving toward multiple goals at the same time Purpose: Track how much you have saved toward each goal, how far you are, and how many months are left at your current pace.
Goals Dashboard
Goal Target Saved Progress Monthly Months Left
Emergency Fund $10,000 $4,200 42% $500 12
Japan Trip $3,500 $1,800 51% $300 6
New Laptop $2,000 $900 45% $200 6
Goals Dashboard Savings Log Monthly Summary Milestone Planner Assumptions Lookup Tables

Preview of key cells included in this spreadsheet template.

Personal Finance

Starter Core operating dashboard + workflow

Savings Goal Tracker

Multi-goal savings system for tracking emergency funds, travel, purchases, and life milestones with automatic progress and timeline calculations. See how changing your monthly contribution affects each goal timeline.

$7.00 Secure payment via Stripe. 7-day review window — not right for you? Contact us.
✓ Own it forever
No monthly fees. Buy once and it's yours — every formula, every dashboard. Works in Excel, Google Sheets, or Numbers.
✓ Decisions, not data entry
KPI dashboards, stats engine, traffic-light alerts, and 12-month forecasting — all formula-driven and connected.
✓ Your rules, your system
Every formula is unlocked. Every target is editable. Customise thresholds, KPIs, and workflows to match how you work.
✓ Ready from day one
Guided START HERE sheet, sample data, print-ready reports. If you can use Excel, you can run your business with this.

Included sheets

Goals Dashboard Savings Log Monthly Summary Milestone Planner Assumptions Lookup Tables Settings & Targets Weekly Review Forecast Engine Stats Engine What-If Solver Pareto & Trend Time Log Monthly Summary Goal Tracker Period Comparison Activity Journal

Professional standards included

Fully unlocked — edit every formula, layout, and target
KPI dashboard with traffic-light alerts linked to your targets
12-month forecast engine, stats engine, and what-if solver
Weekly review, goal tracker, activity journal, and Pareto analysis

$7.00

Build My Starter Pack — bundle & save 15%

Secure payment via Stripe. 7-day review window — not right for you? Contact us.

How to Use This Template

1. Download & Open

Purchase and download the .xlsx file. Open it in Microsoft Excel, Google Sheets, or Apple Numbers.

2. Read the START HERE Sheet

The guided instruction sheet walks you through every tab, formula, and target — no training needed.

3. Replace Sample Data

Overwrite the pre-filled sample rows with your own numbers. Formulas, dashboards, and alerts update automatically.

4. Set Your Targets

Adjust KPI thresholds on the Settings & Targets sheet. Traffic-light alerts will flag when metrics drift.

5. Review Weekly

Use the Weekly Review and Goal Tracker sheets to spot trends, catch problems early, and stay on track.

Frequently Asked Questions

Can I edit the formulas?

Yes — every formula, cell, and layout is fully unlocked. Customize anything to fit your workflow.

Does it work in Google Sheets?

Yes. Open the .xlsx file directly in Google Sheets or Apple Numbers. All formulas and conditional formatting are compatible.

Is this a one-time purchase?

Yes — pay once and own it forever. No subscriptions, no monthly fees, no accounts required.

What if the template is not right for me?

We offer a 7-day review window. Contact support and we will sort it out.

How many sheets are included?

Each workbook includes 15–30+ sheets depending on tier — from data entry and dashboards to forecasting, analytics, and industry-specific playbooks.

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