Savings Goal Calculator

Have a target amount and a deadline? This calculator tells you how much to invest every month to get there, allowing for investment growth.

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What is the Savings Goal Calculator?

A savings goal calculator works backwards from a target amount and time frame to tell you the monthly investment required, accounting for the returns your money earns along the way.

How to Calculate

Your current savings are grown to the goal date, the remaining gap is found, and the monthly SIP needed to fund that gap is calculated using the future-value-of-annuity formula.

Formula

Monthly amount solves: gap = P × [((1+i)ⁿ − 1) / i] × (1+i)

How to Use

  1. Enter the values in the fields above.
  2. The result updates instantly as you type.
  3. Use Copy, Print or Download PDF to save your result.

Frequently Asked Questions

What return should I assume?
Use a realistic figure for your investment mix u2014 often 6u20138% for conservative, 10u201312% for long-term equity. Returns are not guaranteed.
What if I already have savings?
Enter them u2014 the calculator grows them to your goal date and only asks you to fund the remaining gap.
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