Type in the blue cells. Everything else reads the MY GOALS tab.
ALL YOUR GOALS TOGETHER
Goals you are tracking—
Everything you are aiming at—
Saved so far—
Percent funded overall—
Still to save—
CAN YOU AFFORD ALL OF THEM
Every goal on time needs, per month—
You put in each month today—
LEFT OVER EACH MONTH—
Goals already fully funded—
Goals not getting enough right now—
THE ONE GOAL YOU PICKED
Goal—
Target amount—
Saved so far—
Percent funded—
Still to save—
Months until the date you picked—
Needed each month to hit that date—
Same thing, counting interest earned—
You put into it each month today—
Short by each month (negative is ahead)—
IF YOU ADD MORE TO THAT GOAL
New monthly amount—
Percent funded after the one-off—
Months to finish at today's pace—
Months to finish with the extra—
MONTHS EARLIER YOU FINISH—
Months to spare against your date—
WHERE YOU LAND LATER
Total saved by then, at today's pace—
Percent funded by then—
My Goals
One row per goal. Fill the blue columns; the rest works itself out.
Goal
Target amount
Saved so far
You put in each month
Want it by
% funded
Still to save
Months left
Needed each month
Short by (per month)
Status
Notes
1
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2
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3
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4
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5
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6
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7
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8
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9
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10
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11
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12
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13
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Where that leaves you
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Last updated: October 2026
Educational estimates only. These calculators and workbooks do the arithmetic on the figures you enter; they are general-purpose tools, not financial, investment, tax, legal, lending, insurance or construction advice, and no result is a quote, an offer, or a guarantee of any outcome. Results depend entirely on your inputs and assumptions. Verify anything you intend to rely on with a licensed professional — a CPA, attorney, lender, licensed contractor, or your own agent. WorkbookBarn and Marcos Gil accept no liability for decisions made using these tools. Marcos Gil is a licensed Kentucky real estate agent (License No. 296259) and is not a lender, CPA or attorney.