Savings Goal Calculator

Calculate how much to save monthly to reach any financial goal

Whether you're saving for an emergency fund, a home down payment, a dream vacation, or any other financial goal, knowing exactly how much to save each month is the first step to success. Our savings goal calculator helps you create a personalized savings plan with milestone tracking, scenario comparison, and progress visualization.

Open Source & Transparent

All calculations are open source and verifiable on GitHub. We believe in transparency and welcome contributions to improve our tools.

Required Monthly Savings

Just Getting StartedHome Down Payment

$641

Goal Amount

$50,000

Current Progress

10%

Remaining

$45,000

Total Returns

$6,548

What are you saving for?

Down Payment Calculator

$

Includes ~3% closing costs ($12,000)

Your Savings Details

$
$1K$500K
$
$0$50K
years
1 year30 years
%
0% (cash)5% (balanced)12%
Current Progress10.0%
$5,000 saved$45,000 to go

Monthly Savings

$641

$7,690/year

Goal Amount$50,000
Total You'll Save$43,452
Returns Earned$6,548
Effective Rate5.12%

Where Your Money Comes From

Your Contributions86.9%
Investment Returns13.1%

Savings Tips

Automate your savings – Set up automatic transfers to reduce temptation to spend.

Pay yourself first – Save as soon as you get paid, before other expenses.

Use a high-yield savings account – For short-term goals, maximize your interest.

Consider investments – For goals 5+ years away, stocks may offer better returns.

Expected Return Rates

High-Yield Savings4-5%
Bonds/CDs3-5%
Balanced Portfolio5-7%
Stock Market (S&P 500)8-10%

Note: Past performance doesn't guarantee future returns. Use conservative estimates for planning.

How to Set and Achieve Your Savings Goals

A savings goal is a specific financial target you want to reach within a defined timeframe. Whether you're saving for an emergency fund, a home down payment, a dream vacation, or retirement, having a clear goal and a plan dramatically increases your chances of success.

Our savings goal calculator uses the future value of annuity formula to determine the exact monthly contribution needed to reach your target. It accounts for your current savings, expected investment returns, compounding frequency, and timeline to create a personalized savings plan.

The 50/30/20 Budgeting Rule

A popular budgeting framework to guide your savings:

50%

Needs

Housing, utilities, groceries, insurance, minimum debt payments

30%

Wants

Entertainment, dining out, hobbies, subscriptions

20%

Savings

Emergency fund, retirement, debt payoff, goal savings

Common Savings Goals

Emergency Fund

Save 3-6 months of essential expenses for unexpected events like job loss, medical emergencies, or major repairs.

Example: $4,000/month expenses × 6 months = $24,000 goal

Home Down Payment

20% down payment avoids PMI. Don't forget 2-5% for closing costs including inspections, appraisals, and fees.

Example: $400,000 home × 23% = $92,000 goal

Dream Vacation

Save for travel without going into debt. Include flights, accommodation, food, activities, and a 10-20% buffer.

Example: 2-week Europe trip = $5,000-$10,000 goal

Education

Save for your own education, certifications, or your children's college fund. Consider 529 plans for tax advantages.

Example: Graduate degree = $30,000-$100,000 goal

Where to Keep Your Savings

Account Type Best For Expected Return Risk Level
High-Yield Savings Emergency fund, goals under 2 years 4-5% APY Low
CDs (Certificates of Deposit) Fixed timeline goals (1-5 years) 4-5% APY Low
I Bonds Inflation protection, 1+ year goals Inflation-adjusted Low
Bond Funds Goals 3-7 years away 3-5% avg Medium
Stock Index Funds Goals 7+ years away 8-10% avg High

Tips for Reaching Your Savings Goals

  • 1. Automate your savings – Set up automatic transfers on payday so you save before you can spend.
  • 2. Use separate accounts – Keep goal savings in dedicated accounts to avoid accidentally spending them.
  • 3. Track your progress – Regularly check your balance and celebrate milestones to stay motivated.
  • 4. Redirect windfalls – Put tax refunds, bonuses, and gifts directly toward your savings goal.
  • 5. Start small, increase gradually – Begin with whatever you can and increase contributions as your income grows.

Common Savings Mistakes to Avoid

  • No specific goal – Vague goals like "save more" rarely work. Set a specific dollar amount and deadline.
  • Using the wrong account – Don't leave emergency funds in volatile investments, or long-term goals in low-yield checking.
  • Saving what's left – Pay yourself first; don't wait to see what's left at month end.
  • Ignoring inflation – A goal that takes 10+ years should account for the decreasing value of money.
  • Giving up after setbacks – One bad month doesn't ruin your plan. Adjust and continue.

Frequently Asked Questions

How much should I save each month?

The 50/30/20 rule suggests allocating 20% of your income to savings. However, the ideal amount depends on your specific goals and timeline. Use our savings goal calculator to determine the exact monthly contribution needed to reach your target amount within your desired timeframe.

How much emergency fund do I need?

Financial experts recommend saving 3-6 months of essential expenses in an emergency fund. If you have a stable job with predictable income, 3 months may suffice. If your income is variable, you're self-employed, or you're the sole earner, aim for 6-12 months of expenses.

How much should I save for a house down payment?

A 20% down payment is ideal to avoid private mortgage insurance (PMI), which can add $100-$300+ monthly to your payment. However, many loan programs accept 3-10% down. Don't forget to include 2-5% for closing costs.

Should I invest my savings or keep them in a savings account?

For short-term goals (under 3 years), keep money in a high-yield savings account for safety and liquidity. For goals 5+ years away, consider investing in a diversified portfolio for potentially higher returns. Goals 3-5 years out may use a mix of both.

What is the best way to reach my savings goal faster?

Automate your savings by setting up automatic transfers on payday. Cut unnecessary expenses, increase income through side jobs, and put windfalls (bonuses, tax refunds, gifts) directly toward your goal. Our calculator's scenario comparison shows how increasing contributions accelerates your timeline.