Description
Set a goal and a date for each fund. The tracker works out your monthly target, and progress bars fill up as you log deposits.
What’s inside
- Funds tab with goals, deadlines and progress
- Deposit & withdrawal log with dropdown
- Automatic ‘save per month’ amount
Good to know
- This is a digital download — nothing will be mailed to you.
- Works in Microsoft Excel and Google Sheets (free). Instructions for importing into Google Sheets are on the Start Here tab.
- This is a planning tool, not financial advice.






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