Verolane U.S. Savings Goals Planner | Excel Savings Tracker
Name the goal. Fund the future.
The Verolane U.S. Savings Goals Planner helps households turn future plans and predictable expenses into clear contribution targets.
Track up to twelve savings goals, prepare eight sinking funds, record deposits and withdrawals, calculate monthly, biweekly, and weekly contribution needs, and review a Savings Momentum™ Dashboard that keeps progress visible.
What is included
- Tracking for up to twelve savings goals
- Eight customizable sinking funds
- Monthly, biweekly, and weekly contribution calculations
- Projected completion dates and status indicators
- Deposit Log with 500 transaction rows
- Twelve-month Savings Calendar
- Savings-rate, variance, and streak tracking
- Savings Momentum™ Score and Next Best Action
- Milestones and print-ready reports
- Start Here, Quick Start Guide, Complete User Guide, license, and file manifest
Built for U.S. households
- U.S. dollar formatting
- MM/DD/YYYY date display
- U.S. household savings terminology
Compatibility and privacy
Microsoft Excel is required. Desktop Excel is recommended. The workbook is designed for local use with no required bank connection or subscription.
This is a digital product. No physical item will be shipped.
Required contribution amounts, projected completion dates, savings rates, Momentum Scores, and status messages are planning estimates. This product is an organizational and educational tool and does not provide individualized financial, tax, legal, investment, accounting, or credit advice.
Personal and household use only.