New Year Goal Planner 2027 (Excel)

Make this the year your goals stick.

Turn your resolutions into numbers, check in once a month, and see straight away if you're on track. Up to 12 goals, a reflection log, and a dashboard. No macros.

WHAT IT DOES

• Up to 12 goals across 8 life areas you can rename

• Start, target, unit, target date, and why it matters for every goal

• Progress for goals that go up (save, read, run) or down (pay off a card)

• Expected by now, so you know if you're on track

• Done! On track or Behind for every goal

• What's left, and what you need each month to finish on time

• Monthly check-ins for the whole year

• Monthly reflection: score your month, biggest win, what got in the way, next focus

• Dashboard: goals done, on track and behind, overall progress and year so far

• Progress vs plan chart for any goal

• Works for any year: change it on the Settings tab

• Start Here guide and example goals

WHO IT'S FOR

Anyone with New Year goals: saving, paying off debt, fitness, reading, learning, family and fun.

GOOD TO KNOW

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.