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LIFE’S CHECKLISTS · FREE WORKSHEET

Small savings goal planner

Divide a goal into realistic deposits.

First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.

Completed example

This is a fictional practice entry. Write your own details in the blank sections below.

Goal
Starter emergency fund
Target amount
300
Saved so far
60
Still needed
240
Number of paydays
12
Deposit per payday
20

Date: ____________________

Goal 1

Target amount

Saved so far

Still needed

Number of paydays

Deposit per payday

Goal 2

Target amount

Saved so far

Still needed

Number of paydays

Deposit per payday

Goal 3

Target amount

Saved so far

Still needed

Number of paydays

Deposit per payday

Notes:

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