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Introducing the Tiller Savings Goal Tracker 

Track all your savings goals across multiple banks with Tiller's new Savings Goal Tracker. Set, prioritize, and achieve financial targets using real-time balances in Google Sheets and Excel.

Ever wonder how your savings goals track against your real-world account balances?

Many neo-banks offer the option to set up goals, funds, or buckets within their apps. However, these are typically disconnected from your accounts at other banks, where you’ve also been growing savings for a rainy day, vacation, down payment, or retirement.

Today, we’re excited to release the Savings Goal Tracker template for Google Sheets and Microsoft Excel.

The Savings Goal Tracker is simple to set up and easy to understand. It allows you to set specific goals and decide which accounts are funding those goals.

Since Tiller can pull all your balances into one easy-to-find and consistently organized place, you can see all your goals at a glance and always know how far you have left to go until you achieve each one.

Foundation Template Savings Goals Dashbaord 2024

Goals are organized by account and reflect the latest balance Tiller automatically pulls in, mapped to your real-world account balances.

When you’ve fully funded one goal, it’ll show your progress toward funding the next goal assigned to that specific account.

You can set and customize the ranking for each goal to see the order in which they should be funded.

Tracking savings can be challenging, but focusing on real-world balances eases the pressure of budgeting. With the Savings Goal Tracker, you can manage goals ranging from holiday spending to retirement planning, all in one place.

To start using the Savings Goal Tracker, simply click “Add & Manage Templates” in the Tiller Money Feeds sidebar.

If you have questions or run into issues, you can reach out to the Tiller Support team for help. You can also share feedback and ask questions here in the Tiller Community

Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

Notable Replies

  1. Avatar for david david says:

    Hi Heather,

    Thank you for the information about Tiller Savings Goal Tracker. It may be a perfect tool that I can track multiple CDs and other savings.

    I’ll check it out and get it today.

    Thanks,

    David

  2. Love it, adding this now! time to track for this house down payment!!

  3. Nice idea, but I really want to attach multiple accounts to the same goal, like retirement where I have a 401k, rollover, and roth that should all be counted. Hopefully a V2 will do this!

  4. 100% need the ability to attach multiple accounts to a single goal. Exact same issue as described in post, multiple retirement accounts need to tie to single retirement goal.

  5. Avatar for cbra cbra says:

    I was hoping this would help tie together multiple accounts to one goal as well! I have a sheet that does a lot of heavy lifting to pull in totals of accounts per “group” I assign them- retirement, emergency fund, car fund, etc. With the Savings Budget community tool, I make a monthly effort to “true up” what I have in savings vs the actual totals of the account balances. The difference just goes to a single “savings” line.

    I think a future build of this would be really helpful in automating my monthly process if I can flag which accounts go to a consolidated savings goal.

Continue the discussion at community.tillerhq.com

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