Savings Goal Calculator

Set a goal, start balance, and timeframe easily. See required monthly saving or time needed. Download results, track progress, and stay motivated every month.

Calculator
Enter values, then press Calculate.
Calculation mode:
Target amount you want to reach.
Current savings available now.
Used when you want to find time.
Used when you want required monthly saving.
Nominal rate, compounded monthly.
Start-of-month deposits earn one extra month of interest.
Applies every 12 months (optional).
Optional lump sum added at a chosen month.
0 = add immediately; 12 = add at month 12.
Used for the schedule date labels.
Optional, used only with a fixed timeline.
When enabled, your target grows with inflation.
Example data table
Sample inputs and a short projection snapshot.
Scenario Goal Start Monthly Rate Months
Emergency fund build 500,000 50,000 20,000 6% 24
Device upgrade plan 200,000 20,000 12,000 4% 15
Travel goal 300,000 0 18,000 5% 17
Numbers are examples to demonstrate how inputs can vary.
Formula used

With constant monthly deposits and monthly compounding, the future value model is: FV = P(1+r)^n + PMT·((1+r)^n − 1)/r. Here, P is the starting balance, PMT is the monthly deposit, r is the monthly interest rate, and n is months.

To find the required monthly deposit for a fixed timeline: PMT = (FV − P(1+r)^n)·r / ((1+r)^n − 1). If deposits happen at the start of each month, the deposit effectively earns one extra period of interest.

This calculator uses an iterative monthly schedule so it can support optional step-ups and one-time deposits, while still matching the standard model when options are zero.

How to use this calculator
  1. Choose your calculation mode: find time or find required monthly saving.
  2. Enter your goal amount and starting balance.
  3. Provide either monthly saving or target months, based on your mode.
  4. Add your annual interest rate and deposit timing preference.
  5. Optional: set annual step-up, extra one-time deposit, and inflation adjustment.
  6. Press Calculate, then download CSV or PDF if needed.
Notes
  • Results are estimates and assume the same rate for the full period.
  • Interest is applied monthly using the entered annual rate divided by 12.
  • Fees, taxes, and market changes are not included.

Target sizing with timelines

Choose a clear goal and a realistic date. A 1,000,000 target over 24 months demands far higher deposits than the same target over 48 months. The schedule view shows month labels, opening balance, contribution, interest, and ending balance, so you can see whether progress is smooth or back-loaded. If the goal is unmet, increase months, raise deposits, or add a scheduled boost.

Role of starting balance

Starting funds reduce the gap immediately and earn interest for every month. If you begin with 50,000 toward a 500,000 goal, the remaining gap is 450,000. With the same deposit pattern, that initial 50,000 compounds alongside your deposits, improving the ending balance without increasing effort. Even 5,000 more upfront can cut several months in tight plans often.

Compounding and rate sensitivity

Monthly compounding adds interest each month and then compounds again. At an 8% annual rate, the monthly rate is about 0.6667%. Over 24 months, the difference between 4% and 8% can shift the required monthly deposit noticeably, especially when deposits are large or the timeline is short. A 72 rule estimate suggests doubling near nine years at 8% nominal.

Deposit timing and behavior

Start-of-month deposits typically reach targets sooner because each deposit earns interest for that month. End-of-month deposits trade a small growth advantage for simpler budgeting. The most important driver remains consistency: missing two 25,000 deposits can delay a 24‑month plan more than a modest rate change. Use the chart to compare habits across multiple scenarios quickly.

Step-ups and one-time boosts

Step-ups model planned increases in saving. A 10% annual step-up turns 20,000 into 22,000 after 12 months and 24,200 after 24 months. A one-time deposit, such as 100,000 at month 12, can shorten the timeline and increase interest earned because the lump sum compounds earlier. Combine step-ups with bonuses to maintain affordability and momentum yearly.

Inflation-aware planning

Inflation reduces purchasing power, so a fixed number may understate what you need. When you set a timeline, inflation adjustment grows the effective target using the annual inflation rate. For example, 6% inflation over two years raises a 1,000,000 target to roughly 1,123,600, keeping the plan aligned with expected prices. For long horizons, test 3%, 6%, and 9% inflation cases.

FAQs

1) What does “required monthly saving” mean?

It is the estimated monthly deposit needed to reach your target within the chosen months, using your start balance, interest rate, deposit timing, and any step-up or one-time deposit settings.

2) Why can start-of-month deposits help?

They earn interest for the current month, adding one extra compounding period compared with end-of-month deposits. Over many months, that small advantage can accumulate into noticeable progress.

3) Does the calculator guarantee investment returns?

No. It assumes a constant nominal annual rate compounded monthly. Real products may vary, and fees, taxes, or rate changes can reduce growth versus the projection.

4) How is the annual step-up applied?

The monthly deposit increases after every 12 months by the step-up percentage. This models planned saving increases, like salary growth, while keeping each month’s contribution visible in the schedule.

5) When should I enable inflation adjustment?

Enable it when you set a fixed timeline and want today’s goal translated into a future-value target. It is especially useful for longer plans where price changes can materially affect purchasing power.

6) Why might I not reach the goal in time-to-goal mode?

If deposits are too small, rates are low, or the goal is large, the projection may not hit the target within the maximum horizon. Increase deposits, add a lump sum, raise the timeline, or reduce the target.

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Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.