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Retirement Top-Up Savings Goal Tracker

A savings goal tracker for a retirement top-up: a Dashboard with 3 charts, Goals, Deposits and two saving challenges. XLSX with a blank copy.

Dashboard tab: Saved $3,575, Of all goals 6.0%, Needed per week $228, On track 2 of 3; doughnut chart of Saved by goal ($); bar chart of Target vs saved ($); line chart of Total saved, month by...Goals tab: columns Goal, Target ($), Target date, Saved (auto) ($), Progress (auto), Bar (auto), Remaining (auto) ($), Per month needed (auto) ($), Status (auto); 3 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Deposits tab: columns Date, Goal, Amount ($), Note, Month (auto), Year (auto); 15 sample rows.

DashboardPreviews of the Dashboard, Goals, Settings and Deposits tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

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What's inside

Format
XLSX, CSV
Contents
7 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Personal What this means
Checked
Checked before it ships
  • retirement-top-up-savings-goal-tracker.xlsxXLSX · 52 KB
  • retirement-top-up-savings-goal-tracker-blank.xlsxXLSX · 50 KB
  • retirement-top-up-savings-goal-tracker.csvCSV · 660 B
  • LICENSE.txtadded to every download

About this item

A savings goal tracker for a retirement top-up. It has 7 tabs: Start Here, Dashboard, Goals, Deposits, 52-Week, 100 Envelopes, Settings. The Dashboard with 3 charts shows what you have saved ($3,575 in the sample data), the share of all your goals, how much you need to save per week to hit every target date and how many goals are on track, with a doughnut of savings by goal, target against saved and total saved month by month. Set up to 8 goals with a target and date, log each deposit, and status says On track, Behind or Done in words. The 52-Week and 100 Envelopes tabs turn saving into two simple challenges you can tick off. You get two files: one with sample data so you can see it working, and a blank copy with the same formulas. Nothing is password-locked. Made for Excel (XLSX).

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