Pay Yourself First Savings Plan – Excel Template


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Description

Save before you spend: set a percentage of every pay cheque to save, log each month's income and transfer, and see planned versus actual savings, months on target, your real savings rate and growing balance.

  • Automatic summary: Total income, Total saved, Actual savings rate, Months on target, Savings balance now
  • Calculated for you: Planned savings, Difference, Status, Savings balance
  • Colour-coded status and progress highlights
  • Built-in chart that updates as you type
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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