<aside> 💡 UC Tip: This is a Savings Tracker to help you keep track of your savings across the year. To get started, simply insert your savings goal. This can be on a montgly basis, or it might be a goal for the year. This is up to you. Whatever it is, stick to it by working month in, and month out to ensure you are doing what you need to to meet this goal!

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Savings Goal: £1000 [Modify this!]

Savings Agreement

<aside> ☁️ I, [Name], will save [Amount] every single month until I reach my goal of [Amount]. Where I save less, if it is in my power to, I will make up for my budgeted amounts.

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N.B. This is official. Please tick!

• [ ] By continuing, you agree to your own terms and conditions as stated above.

Signed,

[Name]

<aside> 💡 Savings Budget Tracker: Use this Budget Tracker to track your agreement. Simply input yourBudgeted Amount (tip: it’s in the agreement above!) and at the beginning of the month, transfer the agreed amount (or any amount you can!) using Actual Amount. Then, view your automatically calculated Amount Difference to see whether you’ve kept to your agreed amount, and by how much. Plus, feel free to make a note of how you might be able to keep to your goal better, or just give yourself a pat on the back for being so disciplined, all under Comment.

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Income

<aside> 💡 Balance Tracker: Use this Balance Tracker to track your Budgeted Amount and once the payment has been processed during the month, come back to account for how much you’ve spent, including any differences, using Actual Amount. At the end of the month, view your automatically calculated Amount Difference to see how much you’ve saved, or overspent, and make a note of how you might be able to keep to your goal under Comment.

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Key

Opening Account Balance — This is your Savings Account Balance on the 1st of each month.

Closing Account Balance — This is your Savings Account Balance on the last day of each month.