
Annual Report
Docs + Word6 pages
Free
This template keeps several savings goals in one place, such as a holiday, a laptop or home repairs. The Goals tab holds the target and deadline for each one, and shows how much is saved, what is still to save and the monthly amount needed.
Log each deposit on the Deposits tab and pick the goal it goes towards. The Dashboard shows the total saved, the overall progress and a chart comparing each goal's target with what has been saved.
It comes with sample data. Make a copy, then replace the sample goals and deposits with your own. Formulas, dropdowns and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Goals tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it in Google Sheets or Excel at no cost.
Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.
Yes. Add goals on the Goals tab and in the Goal list on the Deposits tab, then add a row to the dashboard breakdown for each new goal.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
Free