Savings Plan Worksheet

For each savings target decide whether it's a short-term or a long-term goal. For short-term goals (top of worksheet), enter the n
plan to save to reach it. For long-term goals (bottom of worksheet), enter the number of years until you reach it. Also enter the to
to reach your goals and the amount you've already saved. NOTE: Enter each savings goal only once.

If desired, insert new rows to include additional savings goals, but do not enter any information in the blue rows or columns. The
formulas behind the chart.

SHORT-TERM GOALS Total Needed Already Saved

Emergency Fund $0.00 $0.00
Debt repayment $0.00 $0.00
Wardrobe $0.00 $0.00
Computer $0.00 $0.00
Television / Electronics $0.00 $0.00
Home Appliance(s) $0.00 $0.00
Furniture $0.00 $0.00
Wedding / Special Event $0.00 $0.00
Education $0.00 $0.00
Vacation $0.00 $0.00
Vacation property $0.00 $0.00
Home Renovation $0.00 $0.00
Home Purchase $0.00 $0.00
Other $0.00 $0.00
Other $0.00 $0.00
Other $0.00 $0.00

LONG-TERM GOALS Total Needed Already Saved

Emergency Fund $0.00 $0.00
Debt repayment $0.00 $0.00
Wardrobe $0.00 $0.00
Computer $0.00 $0.00
Television / Electronics $0.00 $0.00
Home Appliance(s) $0.00 $0.00
Furniture $0.00 $0.00
Wedding / Special Event $0.00 $0.00
Education $0.00 $0.00
Vacation $0.00 $0.00
Vacation property $0.00 $0.00
Home Renovation $0.00 $0.00
Home Purchase $0.00 $0.00
Other $0.00 $0.00
Other $0.00 $0.00
Other $0.00 $0.00

TOTALS (Automatically Calculated) $0.00 $0.00

 rt-term goals (top of worksheet), enter the number of months you
r of years until you reach it. Also enter the total amount you need
gs goal only once.

nformation in the blue rows or columns. These cells hold the

Months to Save

Years to Save