Savings Goal Tracker — Google Sheets & Excel
Track multiple goals with deadlines and monthly amounts needed
- Instant digital download; nothing is shipped
- Format: Google Sheets + Excel (Google Sheets, Excel .xlsx, Instructions)
- Personal use licence · no subscription
About this product
The same multi-goal savings tracker as our HTML Savings Goal Tracker, rebuilt as a live Google Sheets spreadsheet. Set up every goal once — the sheet does the monthly math for you, automatically.
What you get
- 25 built-in goal slots, ready to fill in
- 12 goal categories — Travel, Housing, Emergency, Wedding, Education & more (dropdown menu)
- Live progress bars for every goal, no add-ons needed
- Deadline tracker — days left, overdue alerts, on-track status
- Monthly Savings Needed calculator — know exactly how much to save per month, per goal
- Total monthly savings need across ALL your goals, on the Dashboard
- 🎉 Row highlights automatically when a goal is fully reached
- Goals-by-category breakdown (Google Sheets QUERY)
- Color-coded, protected cells — formulas can't be accidentally overwritten
- Works in Google Sheets AND Excel
How it works
- Download the .xlsx file
- Upload it to Google Sheets (File → Import → Upload) or open it directly in Excel
- Demo goals are pre-loaded so you see it working immediately
- Delete the demo rows and add your own goals — name, category, target, amount saved, deadline
- Watch progress bars, deadline status, and your monthly savings target update instantly
Perfect for
- Emergency fund (3-6 months expenses)
- Vacation & travel savings
- House down payment
- Wedding fund
- New car or vehicle
- Education & courses
- Tech purchases
- Any financial goal!
Key features per goal
- Amount saved vs. target, always visible
- Visual progress bar with % complete
- Deadline status (On track / Soon / Overdue / Reached / No deadline)
- Monthly amount needed to reach the goal on time
- Days & months remaining until deadline
100% private
Your data lives in your own Google Sheets copy or local Excel file — nothing is sent anywhere.
Questions
How many goals can I track?
25 built in, and you can add more rows following the same pattern.
What if I don't have a deadline for a goal?
Deadlines are optional. Goals without one still track saved amount and progress % perfectly.
Does the category grouping work in Excel?
The core spreadsheet (all goal math, KPIs, deadline tracking) works identically in Excel. One bonus table (category breakdown) uses a Google Sheets–only function and may show an error in classic Excel — everything else is unaffected.
Do I need a Google account?
To use Google Sheets, yes (it's free). The file also works fully in Microsoft Excel.
How do I open the template?
Upload the .xlsx file to Google Sheets (File → Import) or open it directly in Excel. Step-by-step instructions are included in the download.
Can I share the files?
Files are for your personal use. Please don’t resell or redistribute them. See the licence page for details.
Something isn’t working. What now?
Email hello@desklarkshop.com and we’ll help. See the refund policy for details.
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