Savings Goals Tracker for Google Sheets & Excel — Simply Sheet Design
Savings Goals Tracker for Google Sheets & Excel preview

Savings Goals Tracker for Google Sheets & Excel

Set multiple savings goals, track contributions, and watch your progress toward each one. Perfect for emergency funds, sinking funds, and any savings target.

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What's included

  • Track multiple savings goals simultaneously
  • Visual progress bars for each goal
  • Contribution logging with running totals
  • Target amount and deadline tracking
  • Overview dashboard for all goals
  • Works with Google Sheets and Microsoft Excel

How it works

The spreadsheet has two tabs: Dashboard and Transaction Log. On the Dashboard, each row is one savings goal. Enter a fund name, target amount, any starting balance you already have saved, an optional target date, and pick a color.

Logging transactions

Every deposit or withdrawal goes in the Transaction Log tab: date, which fund, amount, type (deposit or withdrawal), and an optional note. The Dashboard updates automatically — your total saved, remaining amount, percentage, and progress bar all recalculate.

What the Dashboard shows

Each fund gets a visual progress bar, a percentage toward your goal, and a status that switches from "In progress" to "Funded" once you reach 100%. The remaining column shows exactly how much more you need — it will never display a negative number.

What you can track

Emergency funds, vacation savings, car repairs, holiday shopping, down payments — any goal with a dollar amount. Each fund operates independently with its own balance, progress, and transaction history.

Available in dark and light themes

Both themes are functionally identical. Use the toggle above to switch between them.

Save with a bundle

This product is a great way to see where your savings are going. The progress bar is a nice touch and will motivate me. I'm glad I found this shop and this resource!

Brianna
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Frequently asked questions

What kind of savings goals can I track?

Anything — emergency fund, vacation, car down payment, holiday gifts, home repairs. Each goal gets its own progress bar and contribution log.

Is this the same as a sinking fund tracker?

Yes. Sinking funds are just savings goals with a specific purpose and timeline. This tracker handles both open-ended savings and deadline-based targets.

Can I set up automatic contribution amounts?

You set a target contribution for each goal, and the tracker shows whether you're on pace. Actual deposits are logged manually so you always have an accurate picture.

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