Retirement Tracker Excel-Projected Growth by Year-Digital Financial Tool
Plan and visualize your retirement with this simple but powerful Excel-based tracker. Designed to give you an annual snapshot of your projected retirement account growth based on your salary, contributions, company match, company auto contributions, and estimate rate of return.
This tool is easy to use and incredibly motivating. It helps you stay consistent and focused on your long-term goals.
Features:
- Separate inputs for two people (or one)
- Calculates:
- Annual personal contribution
- Company auto contribution (if applicable)
- Company match
- Estimated annual growth
- Visual breakdown by year (ages 25-70) (can be altered for ages you want)
- Editable assumptions (salary, return %, etc.)
- End-of-year override (lets you lock in actual balance for historical tracking
BONUS: PDF Walkthrough guide included
What You'll Get:
- 1 Excel File (.xlsx)
- 1 PDF walkthrough guide with instructions and tips
Requirements:
- Microsoft Excel (or Google Sheets with formulas enabled)
Please Note:
This is a digital download. No physical item will be shipped. Due to the nature of digital files, all sales are final.