5-Minute Savings Tracker TEMPLATE

SAVINGS TRACKER

savingschallenges.net


Name: _______________

Month: _______________


MY TARGET

Monthly income:                     $______

Savings rate (start at 10%):        ___%

Monthly savings:                    $______

Goal (what am I saving for?):       _______________


WEEKLY CHECK (Sundays - 2 min)

Week | Total Spend | On Track? | Moved Savings?

1  |      $______|    Y/N   |      Y/N

2  |     $______|    Y/N   |      Y/N

3  |     $______|    Y/N   |      Y/N

4  |     $______|    Y/N   |      Y/N

Total|$______|             


EARNED EQUIVALENT

Month           | Saved             | Earned Equivalent

1  | $______|  $______          $______

2  | $______| $______          $______

3  | $______| $______          $______

4 | $______|  $______          $______


> Your Earned Equivalent is money you kept.

> That's a gain, not a sacrifice.


MONTHS TO GOAL

Goal:              $______

Monthly saved:     $______

Months to goal = $______ / $______ = ______ months


Month | Saved | Running Total | Months Remaining

1  | $______|    $______   |       ______

2  | $______|    $______   |       ______

3  | $______|    $______   |       ______


* Rough gauge - your rate bumps and interest

will get you there faster.


THE RULE

> Transfer to savings the day you get paid.

> Not the end of the month.


THIS MONTH'S ONE WIN

_______________________________________________


5 minutes a week. Consistency beats perfection.