Saving Goals Progress Tracker 📈

This template tracks one or multiple savings goals and monitors your progress month by month.

The problem: When you transfer money to savings, how do you divide it among different goals? Vacation fund, emergency fund, new car fund – it all goes into one account. How do you track each goal separately?

The solution: Label your savings contributions by category in your transactions. Route specific amounts to specific savings goals, then filter each goal block to show the right category.

Section 1: Goals Progress Tracker

See progress on each goal independently.

Each savings goal block has:

• Target amount (your goal)

• Current progress (how much you've saved toward it)

• Progress bar or gauge (visual showing how close you are)

How it works:

1. Create categories for your savings goals (like "Emergency Fund," "Vacation Savings," "New Car")

2. When you save money, categorize that transaction with the appropriate goal

3. Each goal block filters to show only transactions for that specific category

4. Watch your progress grow over time

Example: Saving for a $5,000 vacation? Create a "Vacation Savings" category. Every time you transfer money to savings for the trip, categorize it as "Vacation Savings." Your vacation goal block shows exactly how much you've saved and how much more you need.

Track as many goals as you want. Each one stays separate and clear.