Savings Goals & Wealth Building Planner
# Savings Goals & Wealth Building Planner!
**Reach Every Goal Sooner. Know Exactly When You'll Get There.**
A complete savings planning system in one spreadsheet. Track up to 8 goals at once, log your monthly deposits, see the date you'll hit each target, and check your emergency fund against the 3- and 6-month safety-net benchmarks. Just enter your goals, targets and contributions, and everything else updates automatically.
**What's Inside**
- 🎯 **Goals Setup for up to 8 Goals**: enter each goal's name, category, target amount, target date, current balance, expected annual return and monthly contribution
- 📅 **Projected Achievement Dates**: see the months remaining, the month each goal will be reached, and whether your current contribution is enough
- 💰 **Required Monthly Contribution**: find out exactly what you need to save each month to hit every target on time
- 📝 **12-Month Contribution Log**: record each deposit by goal and compare your actual savings against your targets, with the variance calculated for you
- 🛡️ **Emergency Fund Calculator**: enter your monthly expenses to get your 3-month, 6-month and custom-month targets, your progress and shortfall for each, and a recommended savings plan
- 🏆 **Priority Ranking**: goals are ranked automatically by urgency, so you know which one needs attention first
- 📈 **Visual Charts**: target vs. saved by goal, projected total balance over the next 24 months, savings allocation, goal status breakdown, urgency scores and emergency fund balance vs. targets
- ✅ **Built-in Guide, Dashboard & Preview**: a Guide sheet to get you started, a Dashboard with your key numbers, a financial health score, smart insights and achievement badges, and a Preview sheet with sample data showing how it all works
**Why You'll Like It**
Everything recalculates instantly. Change a contribution, target or return rate and every progress bar, projection, ranking and chart updates automatically, with no manual work.
**What's Included**
- Instant .xlsx download
- Compatible with Microsoft Excel 2016+ and Google Sheets
- No macros, plugins, or add-ons needed
- Lifetime access and all future updates
- Clean, color-coded inputs so you always know what to edit
**Who It's For**
Anyone saving toward one or more specific targets: a vacation, a car, a house deposit, an emergency fund, or all four at once. Whether you're juggling several goals, wondering if you're saving enough each month, or want to see what a little extra each month really does, this gives you real dates and numbers instead of guesswork.
**One-time payment, lifetime access & updates**