Retirement Savings Tracker Excel — Every retirement account in one tracker: balances, contributions, percent of goal, and months to goal at the current pace. Built for anyone who wants the whole picture on one page:…
About this template
Retirement Savings Tracker Excel — Every retirement account in one tracker: balances, contributions, percent of goal, and months to goal at the current pace. 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.
$49
Excel & Google Sheets template — instant download on Etsy
Accounts Tracker — Every retirement account: goal balance, balance so far, remaining, percent of goal, monthly contribution, and months to goal by contributions alone.
Contribution Log — Every contribution January-October: date, account, description, amount, and source, 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 (IRA, 401k, HSA, brokerage, cash): counts, goals, balances, remaining, and percent of goal — all by formula.
Dashboard — Total retirement goal, total balance, remaining, percent of goal, monthly contributions, and the strongest and weakest accounts.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
The included example shows: Target 1,375,000; current 315,700; remaining 1,059,300; 23.0 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.