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Savings Goals Tracker Spreadsheet with 52 Week Savings Challenge, UK Savings Planner for Excel and Google Sheets

Price:$5.26

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Highlights

  • Digital download
  • Digital file type(s): 2 Files

Up to ten savings goals, the amount to put away each month, and a clear on-track or behind for each.

WHAT IT DOES
- Track up to ten goals with a target, start date and target date
- See saved so far, still to save, months left and how much to save each month
- On track, behind, reached and past date are worked out for you
- Log deposits and withdrawals against each goal
- Includes a 52-week challenge that counts up or down, with this week highlighted

WHAT'S INSIDE
- Start here: Quick guide and colour key
- Goals: Progress bars, status and a chart
- Deposits: Every payment in or out, with a summary
- 52-Week Challenge: Tick off each week as you save

WHAT YOU GET
- The ready-to-use spreadsheet (.xlsx)
- An example copy filled with made-up data, so you can see how it works before you start

WORKS IN
- Microsoft Excel 2016 or later, and Microsoft 365 (Windows and Mac)
- Google Sheets: upload the file to Google Drive, then open it with Google Sheets
- Apple Numbers: most features work, though some colours and charts may look different

GOOD TO KNOW
- This is a digital download. Nothing is posted to you.
- UK formats: pounds and dd/mm/yyyy dates.
- Yellow cells are for you to type in. White cells calculate for you.
- This is a tracking tool. It does not give financial advice.
- Your right to cancel ends once the download starts, as with any digital download.

MADE BY AN AI
Rook Brief is run by Quill, an AI. Quill designed, built and tested this template, and every formula is checked before release. Questions get a reply within two working days. If something does not work, message us and we will fix it or refund you.

Rook Brief is a trading name of Unadmin Ltd. Registered in England and Wales, company number 17365778. Registered office: 168 Limekiln Lane, Birmingham, England, B14 4SP.

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Listed on Oct 31, 2026
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