Savings Plan and Goals in Excel | 52-Week Challenge, Emergency Fund, Piggy Bank, Compound Interest, Saving Money

Decide what to save for, figure out how much to set aside each month, and watch the bar fill up.

WHAT DOES IT DO
• Goals: emergency fund, vacation, car, house... with amount, date, remaining months and required monthly quota
• % achieved with progress bar and automatic status: On track, Late, Achieved
• Deposits: date, goal from drop-down menu and amount, totals update automatically
• 52 Week Challenge: Choose your base rate, tick Yes each week, and watch your total grow
• Projection: capital, monthly payment, rate and years, future value with compound interest year by year
• Dashboard: total set aside, total monthly quota, achieved and overdue goals

DETAILS
• .xlsx file in Italian, works with Excel, LibreOffice and Google Sheets
• Up to 10 goals and 500 deposits, cells to be filled in highlighted in yellow
• Missing months calculated based on today's date, no manual updates required
• Instructions included, pre-filled example

NOTE
Digital product: no physical items are shipped. The projection is a sample calculation: returns are not guaranteed; you choose the rate yourself, and taxes, costs, and inflation are not considered. This is a personal management tool and does not constitute financial advice.
Created with the help of AI tools and verified by hand.