College Savings Planner Excel — Every college account in one plan: 529s, brokerage, ESA and cash funds, with percent funded and months to goal. Built for anyone who wants the whole picture on one page: what the goal is,…
About this template
College Savings Planner Excel — Every college account in one plan: 529s, brokerage, ESA and cash funds, with percent funded and months to goal. Built for anyone who wants the whole picture on one page: what the goal is, what is actually there, and which line is quietly falling behind — without accounting software or a subscription app. If one line is underfunded, this workbook shows it while there is still time to fix it.
$39
Excel & Google Sheets template — instant download on Etsy
Savings Planner — Every college account: target, saved so far, remaining, percent saved, monthly contribution, and months to goal — by formula except the yellow inputs.
Contribution Log — Every contribution January-October: date, account, description, amount, and source account, with running total and share of total by formula.
Monthly Plan — Month by month: planned contributions, actual contributions from the log by formula, the difference, and cumulative planned vs actual.
Category Summary — Accounts grouped by type (529, brokerage, ESA, cash): counts, targets, saved, remaining, and percent saved — all by formula.
Dashboard — Total college target, total saved, remaining, percent funded, monthly contributions, and the strongest and weakest accounts.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — College Savings Planner Excel
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the College Savings Planner Excel track?
The College Savings Planner Excel tracks Savings Planner; Contribution Log; Monthly Plan; Category Summary; Dashboard.
What do the example numbers show?
The included example shows: Target 175,500; current 43,850; remaining 131,650; 25.0 percent complete overall.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.