Essentials Savings & Retirement Templates
12 savings & retirement spreadsheet templates with dashboards, charts, and expanded capacity. One-time $12 per template.
Savings Goal Tracker
Set savings goals and track progress with monthly contributions. Monitor multiple goals at once with visual progress indicators.
Emergency Fund Calculator
Calculate a target emergency fund amount based on monthly expenses. Track contributions and see how long it takes to reach the goal at current savings rates.
Retirement Calculator
Project retirement savings growth based on current age, savings rate, and expected returns. See whether current contributions align with retirement timeline goals.
Retirement Savings Calculator
Model retirement savings growth with contribution amounts and expected returns. Adjust variables to see how changes affect the projected balance at retirement.
401k Calculator
Estimate 401k growth with employee contributions, employer matching, and annual limits. See projected account value at retirement age.
Traditional vs Roth Calculator
Compare Traditional and Roth IRA outcomes side by side. Factor in current and projected tax rates to see which account type may result in more after-tax retirement income.
College Savings Calculator
Plan for education costs with tuition inflation projections and monthly contribution modeling. Estimate how much to set aside for future college expenses.
Compound Interest Calculator
Calculate compound interest growth over time with regular contributions. See how principal, interest rate, and compounding frequency affect total returns.
Simple Interest Calculator
Calculate simple interest on a principal amount over a specified time period. A straightforward tool for basic interest calculations.
Annuity Calculator
Calculate annuity payouts based on contribution amount, interest rate, and payment period. Compare different annuity scenarios.
Savings Withdrawal Calculator
Model how long savings will last with regular withdrawals. Useful for planning drawdown in retirement or from a fixed pool of savings.
FIRE Calculator
Calculate financial independence targets based on annual expenses and savings rate. Project when investment income could cover living costs.
Not sure which to pick?
Try the free version of any savings & retirement template first. When you're ready for the dashboard and extra capacity, upgrade to Essentials - a one-time $12 purchase.