Saving Plan Checklist
Table of Contents
Your Saving Plan
Track your spending - divide your expenses into categories and figure out a total for each section.
Create an annual budget.
Include irregular expenses in your budget, such as dental appointments.
Decide how much you can save.
Have saving goals - short-term goals (can be reached within 1-3 years) as well as long-term goals.
Figure out how long it will take you to reach each of your goals.
For each goal, figure out how long you have to save for it, and your monthly target.
For short-term goals, save your money in a low-risk savings.
For long-term goals, consider securities such as stocks or mutual funds.
Get professional advice on how to match your investment strategy to your goals.
Set up automatic transfers to your savings account.
Track your savings growth.
Download or Print this Saving Plan Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
John F. Smith
Stats
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Views: 41
Uses
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Uses: 28
Tasks
13
Tasks: 13
Introduction
Details
Tips
Participate in your employer's retirement plan. Increase the amount you're saving whenever you can. Don't borrow from your retirement savings.
Who it's for
This Saving Plan Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Saving Plan essentials in one place (external memory)
- Save time - start from a proven Saving Plan structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Saving Plan Checklist
- Save Saving Plan Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Saving Plan (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.