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Household template

Savings tracker template

A savings tracker keeps your goal in front of you.

Savings tracker, worked example, page 1 of the household template

Savings tracker

Blank:Word PDF
Example:Word PDF

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Blank and worked example, in Word and PDF, in one ZIP file (426 KB).

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How to use it

  1. Write your goal, target amount and the dates you start and aim to finish.
  2. Divide your target by 20 and write that figure in "Each square is worth". It is the value of each square on the chart.
  3. Each time you add to your savings, log the date, where it came from and the amount, then update the running total.
  4. Colour in a square whenever your running total reaches the next step.
  5. When the chart is full, you have reached your target. Celebrate, then start a new goal.

About this household template

Write down what you are saving for and the amount you want to reach, then log each amount you put aside and colour in a square as you move towards your target. This free printable has a goal box, twenty progress squares to colour and a log with columns for the date, where the money came from, the amount added and a running total. A worked example with made-up figures shows how it fills in. Download it as Word to type into, or as a PDF to print. It records your own figures and does not give financial advice.

Questions

Is this financial advice?

No. It is a record-keeping aid. For free, impartial guidance on saving, see MoneyHelper or GOV.UK.

Where do I keep the money?

That is up to you. The tracker only records what you intend to save. Where you hold the money is a separate decision, and the guidance sites can help you compare options.

Can I track more than one goal?

Yes. Print a page for each goal and write a different name at the top.

Why twenty squares?

Twenty squares gives you a visible step every 5% of your target. You can divide your target by any number you like and colour in as many squares as suit your goal.

Related templates

Free, no sign-up. Print it and fill it in by hand, or edit the Word file first. All household