Savings Goals Planner | Excel Workbook

Name the goal. Plan the contribution. Track the progress.

The Verolane Savings Goals Planner helps households organize future goals and predictable expenses, calculate contribution estimates and keep 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
• 500-row deposit and withdrawal log
• Twelve-month savings calendar
• Savings-rate, variance, streak and milestone tracking
• Savings Momentum dashboard, reports and Next Best Action
• Start Here, Quick Start, complete User Guide, personal-use licence and file manifest

Choose your edition

• Canada: CAD formatting with Canadian terminology and examples
• United States: USD formatting, MM/DD/YYYY dates and U.S. terminology and examples

Select the edition that matches where you manage your household finances. Checkout displays the price and currency that apply to the order.

Compatibility, delivery and limits

Microsoft Excel is required. Desktop Excel on Windows or Mac is recommended. This product has not been designed or validated for Google Sheets, Apple Numbers or mobile-only spreadsheet editing. The workbook is designed for local use and does not require a bank connection or subscription. This is a digital download; no physical item will be shipped. Contribution amounts, completion dates, rates, scores and status messages are planning estimates based on customer inputs. This product is an organizational and educational tool, not financial, tax, legal, investment, accounting or credit advice. Personal and household use only.