12 Free Templates
Free Savings & Retirement Templates for Excel & Google Sheets
Calculators and trackers for savings goals, retirement planning, and compound growth.
About These Savings & Retirement Templates
Calculators and trackers for savings goals, retirement planning, and compound growth. Each template includes a dashboard with key metrics, formula-driven calculations, and realistic sample data. Download any template instantly - they work in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required.
All Savings & Retirement Templates
Savings Goal Tracker
Track progress toward up to 8 savings goals with target, current, and remaining amounts.
Emergency Fund Calculator
How much you need and how long to get there at a chosen monthly contribution.
Retirement Calculator
Quick projection of retirement savings given age, contribution, and expected return.
Retirement Savings Calculator
Estimate how much to save monthly to hit a specific retirement goal.
401k Calculator
Estimate 401(k) growth including employer match over a given period.
Traditional vs Roth Calculator
Simple head-to-head of Traditional (pre-tax) vs Roth (after-tax) contributions.
College Savings Calculator
Estimate a college savings goal given years-to-school and tuition inflation.
Compound Interest Calculator
Classic compounding with periodic contributions. Great for teaching investing math.
Simple Interest Calculator
Simple interest formula: I = P × r × t. Useful for short-term loans and bonds.
Annuity Calculator
Estimate monthly annuity payout from a lump-sum principal over a set number of years.
Savings Withdrawal Calculator
Estimate how long savings last given a monthly withdrawal and ongoing return.
FIRE Calculator
Financial Independence / Retire Early estimate using the 25x and 4% rules.
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