Savings Goal spreadsheets for Budgeting Use in Microsoft Excel Google Sheets or Numbers for Mac family budget track monthly weekly and daily

Product Info

Keep yourself accountable to your financial goals with these easy to use spreadsheets.

Track up to 3 savings goals - they can be anything you like! Some suggestions:
- New car
- House deposit
- Emergency savings
- Vacation
- Christmas or gift budget for your friends and family for the year
- New computer
- New phone
- New TV, couch or other piece of furniture
- An experience e.g. skydiving
- Debt payoff e.g. reduce mortgage by $20k

* If you need more than 3 savings goals, just make another copy of the spreadsheet.

1. Enter your start date, due date and how much you need to save for each goal and the spreadsheet will automatically calculate:
- How many months, fortnights, weeks and days until the goal is due to be achieved
- How much you need to set aside each month, fortnight, week or day to reach your goal

2. At the end of each month enter the amount you contributed towards your goal on each of the savings goal tabs
- The numbers will automatically carry through to the graph chart tab
- The graph will automatically track your goal vs. actual for each of the 3 savings goals as well as your overall savings
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VIDEO TUTORIAL

For a walkthrough of the spreadsheets, watch this video on my YouTube channel: https://www.youtube.com/watch?v=It0SQPo6xZI
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ABOUT THE SPREADSHEETS
- Instant download - start using it straight away!
- Excel file format (can also be used in Google Sheets and Numbers for Mac)
- Can be used for yourself or your family's budgeting
- Purchase once and re-use again and again each year
- Each savings goal is color coded
- You can change your savings goal/s amount and due dates at any time throughout the year

These spreadsheets are a perfect, simple and easy to use tool for non-financial people :)

Both a blank version and a pre-filled / example version are included in the download.
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SPREADSHEET FEATURES
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- Currency can be changed from $ to pounds, Yen or any other currency you like

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.
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TERMS OF USE/USER AGREEMENT

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Sheets. Basic excel skills are required. There are no refunds under any circumstances, including if you do not have basic excel skills.

I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – I have created these spreadsheets based on my years of experience running an Etsy shop and online business. You are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.

These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.
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PLEASE READ

>>>> Software requirements

- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/

I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).

Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.

The watermarks will NOT appear on your copy.

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.
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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for an automatic email containing the link to the download page. If you have changed email addresses or cannot locate the email which may go to your spam/junk folder, instructions for accessing the download page are included in the 'notes from seller' on your order receipt.
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