Money.Holdings

Savings Goal Calculator

Plan how much to save monthly to reach your financial target by a specific date.

£
£
%
5 years
£
Required Monthly Contribution
£636.67
Weekly Contribution
£146.92
Total Contributions
£38,200.10
Total Interest Earned
£6,799.90
Future Value of Current Savings
£6,481.01
Shortfall Without Contributions (if you stopped saving today)
£43,518.99

What if you gave yourself 1 more year to reach this goal?

-£124.43/mo required

Monthly progress toward goal

MonthDateBalanceTotal ContributionsInterest Earned
1£5,658.34£636.67£21.67
2£6,319.53£636.67£24.52
3£6,983.58£636.67£27.38
4£7,650.51£636.67£30.26
5£8,320.34£636.67£33.15
6£8,993.06£636.67£36.05
7£9,668.70£636.67£38.97
8£10,347.27£636.67£41.90
9£11,028.78£636.67£44.84
10£11,713.24£636.67£47.79
11£12,400.66£636.67£50.76
12£13,091.07£636.67£53.74
13£13,784.47£636.67£56.73
14£14,480.87£636.67£59.73
15£15,180.29£636.67£62.75
16£15,882.74£636.67£65.78
17£16,588.24£636.67£68.83
18£17,296.79£636.67£71.88
19£18,008.41£636.67£74.95
20£18,723.12£636.67£78.04
21£19,440.92£636.67£81.13
22£20,161.84£636.67£84.24
23£20,885.88£636.67£87.37
24£21,613.05£636.67£90.51
25£22,343.38£636.67£93.66
26£23,076.87£636.67£96.82
27£23,813.54£636.67£100.00
28£24,553.40£636.67£103.19
29£25,296.47£636.67£106.40
30£26,042.76£636.67£109.62
31£26,792.28£636.67£112.85
32£27,545.05£636.67£116.10
33£28,301.08£636.67£119.36
34£29,060.39£636.67£122.64
35£29,822.99£636.67£125.93
36£30,588.89£636.67£129.23
37£31,358.11£636.67£132.55
38£32,130.67£636.67£135.89
39£32,906.57£636.67£139.23
40£33,685.83£636.67£142.60
41£34,468.48£636.67£145.97
42£35,254.51£636.67£149.36
43£36,043.95£636.67£152.77
44£36,836.81£636.67£156.19
45£37,633.11£636.67£159.63
46£38,432.85£636.67£163.08
47£39,236.07£636.67£166.54
48£40,042.76£636.67£170.02
49£40,852.95£636.67£173.52
50£41,666.65£636.67£177.03
51£42,483.87£636.67£180.56
52£43,304.64£636.67£184.10
53£44,128.96£636.67£187.65
54£44,956.86£636.67£191.23
55£45,788.34£636.67£194.81
56£46,623.43£636.67£198.42
57£47,462.13£636.67£202.03
58£48,304.47£636.67£205.67
59£49,150.46£636.67£209.32
60£50,000.12£636.67£212.99

Savings Goal Calculator

Reach your financial goals

Calculate how much you need to save monthly to reach your savings goal by a target date, accounting for interest earned.

Understanding Savings Goal

Calculate how much you need to save monthly to reach your savings goal by a target date, accounting for interest earned.

Key Concepts

The calculation uses industry-standard financial mathematics to provide accurate estimates. Our methodology is transparent and based on established formulas.

How to Use This Calculator

  1. Enter your financial details in the input fields
  2. Review the calculated results in real-time
  3. Adjust variables to explore different scenarios
  4. Use the charts and tables to understand the breakdown

Best Practices

  • Update inputs regularly as your situation changes
  • Compare multiple scenarios before making decisions
  • Consult professionals for major financial commitments
  • Use this as educational guidance, not definitive advice

Frequently Asked Questions

Is this calculator accurate?

Our calculations use standard financial formulas and are accurate for the inputs provided. However, real-world conditions (fees, rate changes, taxes) may cause variations.

Should I rely on these results?

Use this calculator for educational planning and rough estimates. For major decisions, consult qualified professionals who can review your complete financial situation.

Methodology

Solves for required periodic contribution using the future value of an annuity formula.

Disclaimer: Assumes constant interest rate. Actual returns on savings accounts and investments vary.

Important Disclaimer

This calculator provides estimates for educational purposes only. Results are based on the inputs you provide and standard financial formulas. They do not constitute financial, investment, tax, or legal advice. Consult a qualified professional before making financial decisions.

Frequently Asked Questions

This calculator tells you exactly! Enter your target amount, current savings, expected return rate, and target date — it calculates the required monthly contribution.

You have options: extend your timeline, increase your expected return (higher risk), start with what you can afford and increase later, or adjust your target amount.

Use a conservative rate (4-6% for diversified portfolios) for planning. If returns are better, you'll reach your goal early. Overestimating returns risks falling short.

This calculator shows pre-tax returns. For taxable accounts, your after-tax returns will be lower. Consider tax-advantaged accounts (ISA, 401k, Super) for better effective returns.

Sources & References

  1. MoneyHelper Savings Calculator MethodologyMoneyHelper (2024)
  2. Standard Annuity FormulasFinancial Mathematics

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