Savings Tracker Template (Free Excel) - Softotech

Savings Tracker Template (Free Excel)

A free Excel savings tracker. Set a goal and target date, log each deposit, and see total saved, progress and how much to save each month.

Download the free Excel template (.xlsx)
Free. No email or sign-up needed. One Excel file, 2 sheets.

What is inside the savings tracker template

SheetWhat it does
SavingsGoal, target date and starting balance, then a deposit log (100 rows) with a running total, progress percentage, amount left and monthly amount needed. A bar chart shows saved vs goal.
Read meShort instructions.

Yellow cells are for your own numbers and text. Green cells calculate by themselves, so do not type over them. Sample data is included so you can see how it works, then replace it with your own.

How to use it

  1. Download the file and open it in Excel 2010 or later. It also opens in Google Sheets and LibreOffice.
  2. Replace the sample data in the yellow cells with your own.
  3. Read the totals and results that update automatically.
  4. Save a copy for each month, project or client, or print it from File > Print.

The template is free to use and edit. If you want a version built around your own process, with your branding, extra sheets or automation, tell us what you need.

Free pricing tips for your business

Get short, practical tips on pricing jobs and using our free calculators. No spam, unsubscribe any time.

    Frequently asked questions

    How do I use a savings tracker?

    Enter your goal, target date and starting balance, then add a row for every deposit. The totals, progress and monthly target update by themselves.

    Can I track withdrawals?

    Yes. Enter a withdrawal as a negative amount and the running total goes down.

    Does it work in Google Sheets?

    Yes. Upload the file to Google Drive and open it with Google Sheets.

    How much should I save each month?

    The tracker works it out for you from the goal, the amount saved and the months left to your target date.

    Need a custom spreadsheet built for your business?

    Talk to us

    More free tools: All free Excel templates · Monthly budget template · Compound interest calculator · Income and expense template