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The title slide and first slides of the Savings Goal Tracker template

Savings Goal Tracker

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
4
Style
Bold
Difficulty
Beginner
Updated
November 6, 2026

Every slide (4)

Overview

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.

Useful for

  • Saving for a holiday, a car or a deposit on a home
  • Splitting a monthly savings pot between several goals
  • Seeing whether a goal is on track for its deadline

What's included

  • 4 tabs: Dashboard, Goals, Deposits, How to use
  • Dashboard: a dashboard with 5 summary figures
  • Goals: a table
  • Deposits: a table
  • 1 chart that update as you type
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Goals tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Savings Goal Tracker template free?

Yes. Download the template and use it in Google Sheets or Excel at no cost.

Does it work in Excel?

Yes. Download the .xlsx file to open it in Excel. The formulas, dropdowns and charts work in both Excel and Google Sheets.

Can I track more than four goals?

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.

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