- Month
- Month 1
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
Spending & habits · Savings plan
Lump sum savings plan
For saving toward a target amount month by month, like a trip or emergency fund
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Lump sum savings plan
- Goal name
- Not set
- Target amount
- Not set
- Target date
- Not set
- Saved so far
- Not set
Add the target amount and date to document details, then fill in month 1's goal.
Breaking down the goal
Divide the target amount by the months left to get the monthly goal.
1.
What are you saving for?
2.
Months left
3.
Monthly target amount
If the monthly goal feels too heavy, pushing back the target date is an option too.
Monthly savings
Each month, write the goal and the actual amount, and mark it when reached.
| Month | GoalNumber | ActualNumber | AchievedCheckbox | Notes |
|---|---|---|---|---|
| Month 1 | Empty | Empty | Unchecked | Empty |
| Month 2 | Empty | Empty | Unchecked | Empty |
| Month 3 | Empty | Empty | Unchecked | Empty |
| Month 4 | Empty | Empty | Unchecked | Empty |
| Month 5 | Empty | Empty | Unchecked | Empty |
| Month 6 | Empty | Empty | Unchecked | Empty |
- Month
- Month 2
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
- Month
- Month 3
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
- Month
- Month 4
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
- Month
- Month 5
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
- Month
- Month 6
- Goal
- Empty
- Actual
- Empty
- Achieved
- Unchecked
- Notes
- Empty
Spending to cut
List spending you can cut and keep a status on whether you actually did.
Saving method
| Item | Category | Expected savings | Status | Notes |
|---|---|---|---|---|
| Switch to packed lunches | Food | 60000 | Not set | Not set |
| Cancel unused subscriptions | Subscriptions | 15000 | Not set | Not set |
| Coffee twice a week | Cafes and dining out | 40000 | Not set | Not set |
| Wait a day before buying | Shopping | 50000 | Not set | Not set |
- Category
- Food
- Expected savings
- 60000
- Status
- Not set
- Notes
- Not set
- Category
- Subscriptions
- Expected savings
- 15000
- Status
- Not set
- Notes
- Not set
- Category
- Cafes and dining out
- Expected savings
- 40000
- Status
- Not set
- Notes
- Not set
- Category
- Shopping
- Expected savings
- 50000
- Status
- Not set
- Notes
- Not set
Saving method
Decide together how to set the money aside.
How should we save the money?
- Move it right on payday
- Move what is left at month end
- Move a set amount every week
- Move whatever you save as you go
Chosen saving method
☐
The target amount is divided by the months left.
☐
This month's actual savings are written down.
☐
One spending cut is marked as in progress.