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Budget Suite

Savings Goal Planner

Set a target, pick a date, get a monthly number. Tracks your progress checkpoint by checkpoint.

Most savings goals fail because the math was never done. The Savings Goal Planner turns any goal — a new car, a home project, a fund-anything bucket — into a simple monthly number. Enter the target amount and the date you need it; we tell you how much to set aside each month in a high-yield savings account.

Add what you've already saved, log actual balances month by month, and the planner replans automatically. A good month (a bonus, a side-hustle payment) shows up as a lower ask the next month — not a number that no longer makes sense.

What you can do

  • Monthly savings target given goal amount and date
  • HYSA interest projection included in the math
  • Progress logging: enter actual balances month by month
  • Automatic replan after each checkpoint
  • Save and share your goal with anyone

Frequently asked questions

How is this different from the other budget planners?+

Wedding, Vacation, and Moving planners come with curated line-item templates for specific events. This one is the flexible catch-all for any goal that doesn't fit a template.

What if I have multiple goals at once?+

Save each as a separate scenario and track them independently. Switch between scenarios quickly without losing your progress.

Does this suggest which account to use?+

The planner defaults to a high-yield savings account (HYSA) rate. For goals under a year, HYSA is almost always right. For longer horizons, a CD ladder might make sense.

Ready to plan?

The Savings Goal Planner runs entirely in your browser. Free, no sign-up required to use it.

Related calculators

Other tools that pair well with the Savings Goal Planner. They cross suites because life does.