Joint Savings Planner Template | 5 Year Forecast | Auto Piggy Bank | Track and Achieve your Savings Goals | Spreadsheet | Digital Download

DESCRIPTION

This Joint Savings Planner Excel spreadsheet is ideal for an individual or couple working towards a savings goal.

With this planner, you can forecast your income, expenses and savings over the next 5 years, to see how your lifestyle contributes towards your savings goals and when you’ll reach your target.

It includes an automated dashboard, showing a detailed analysis of your spending patterns. This shows how you spend and save, helping you look for new areas for saving, and motivating you to reach your savings goal!

This spreadsheet is easy to use with drop-down selectors for income and expenses. The beautiful charts are calculated and created automatically for you, with a detailed how-to guide included to walk you through using, customizing and making this planner your own.

With an editable starting date, you can update or reuse it time and time again. Whether updating your savings goal, entering your latest cash balance or plan a lifestyle change, this Savings Planner will help you track and reach your savings goal in a beautiful, smart and easy way.


KEY FEATURES

• Excel spreadsheet designed for Microsoft Excel 365, 2019, 2016, 2013.
• 5-year savings forecast: Uses your income and expenses to project your savings 5 years ahead on a monthly timeline.
• Beautiful dashboard: Track your savings progress and analyse your expenses with beautiful visuals.
• Automated timeline forecasts: Enter simple rules for income and expenses, and the rest is calculated for you.
• Pre-set, and customisable income and expenses categories: Pre-filled lists to help you capture your income/expenses, editable for your lifestyle.
• Joint income: Plan job changes, bonuses, promotions, career breaks etc, with an easy to use rule-based entry method.
• Currency: Use any currency including British Pounds, USD, Euros.
• Future proof: Easily change the timeline start date for future updates, and the template timeline calculations will update automatically.


YOU WILL RECEIVE

• 1 x Blank Joint Savings Planner with instructions – xlsx
• 1 x Demo Joint Savings Planner – xlsx


OTHER IMPORTANT INFORMATION

• How to Download: Once payment is complete, the digital files will be available for download in your account and an email will be sent to your Etsy registered email.
• For personal use only. Not licensed for commercial use. You may not resell, share or otherwise distribute any of the files. Please contact me if you would like to buy a commercial license.
• Due to the instant accessibility of digital items, I cannot offer refunds except as required by law. Please don't hesitate to ask questions before buying to ensure you're confident in your purchase and its features.
• A working knowledge of Microsoft Excel is required to customise this item. Any customisation is to be completed by the buyer, but I'll always try to help if you run into difficulties. With editable documents there is a risk of file or data corruption and loss. I strongly recommend making regular backups when you use any template.
• This product is not modified for Excel for Web. Some features such as the automated savings jar may not work if you use Excel for Web.
• This listing is for digital files. No physical product will be shipped.


QUESTIONS?

I’m more than happy to help you out if you have any further questions, so please drop me a message if you need any more information or advice.