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SAVINGS GOAL CALCULATOR

Set a savings goal and target date to estimate the monthly contribution required. You can also enter the amount you already plan to save each month and see the projected date your balance may reach the goal.

Scope: The editable values are examples, not current savings rates. Enter the APY from your own account. This estimate assumes a constant APY, monthly compounding, end-of-month contributions, no withdrawals, no taxes and no account fees.
Use the current APY shown by your bank or credit union.

Enter your values, then select Calculate Savings Plan. You can also press Enter from any field.

Estimated Savings Plan

Projected Goal Date at Your Planned Contribution

Monthly Amount Needed by Target Date
Planned Monthly Contribution
Projected Balance on Target Date
Total Deposits Through Goal Date
Estimated Interest by Goal Date

Total deposits include the starting savings balance and planned monthly contributions. APY can change and actual crediting methods differ. This is a planning estimate, not a guaranteed account value or investment return.

Monthly Savings Schedule

How the Savings Goal Estimate Works

The calculator converts the APY you enter to an equivalent monthly growth rate. It applies that growth to the opening balance and then adds the planned contribution at the end of each month. The projection repeats until the goal is reached or the selected target date arrives.

Goal Date and Target-Date Payment Are Different Questions

The projected goal date answers when your current monthly plan may reach the target. The required monthly contribution works in reverse: it estimates the amount needed each month to reach the same goal by the date you selected.

What the Estimate Does Not Include

  • APY changes, tiered rates or promotional expiration dates
  • Account fees, taxes, withdrawals or missed contributions
  • Market losses or volatility; this calculator models savings growth, not investment performance

Official Calculator References

💡 Practical Savings Checks

📅 Match the Date to the Real Goal

A down payment, tuition bill or planned purchase has a real deadline. Use that date rather than a round number of years so the required contribution reflects the actual number of deposits.

🔄 Recheck When APY Changes

Savings APYs are variable. Update the calculator when your institution changes the rate or when you move the money to a different account.