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Chapter 3 · Hitting A Financial Grand Slam

Savings Automation Setup

For each goal, enter a target, what you've already saved, a monthly transfer, where it goes, and the next transfer date. Set up the actual transfers through your bank or retirement plan — this page doesn't move money.

Plan as-of date

As-of date Optional. Transfer dates before this are flagged for review.

Emergency fund

Goal name
Target amount
$
Already saved
$
Monthly transfer
$
Account / destination
Next transfer date

Remaining

—

Months needed

—

Projected goal date

—

Status

Not started

Retirement (401k / IRA)

Goal name
Target amount
$
Already saved
$
Monthly transfer
$
Account / destination
Next transfer date

Remaining

—

Months needed

—

Projected goal date

—

Status

Not started

Short-term goal #1

Goal name
Target amount
$
Already saved
$
Monthly transfer
$
Account / destination
Next transfer date

Remaining

—

Months needed

—

Projected goal date

—

Status

Not started

Short-term goal #2

Goal name
Target amount
$
Already saved
$
Monthly transfer
$
Account / destination
Next transfer date

Remaining

—

Months needed

—

Projected goal date

—

Status

Not started

Investment account

Goal name
Target amount
$
Already saved
$
Monthly transfer
$
Account / destination
Next transfer date

Remaining

—

Months needed

—

Projected goal date

—

Status

Not started

Totals

Total targets$0.00
Total already saved$0.00
Total monthly transfers$0.00
Total remaining$0.00
Annual planned transfers$0.00

Timing: the first contribution happens on the next transfer date, then one equal contribution each month. Projections ignore interest, returns, fees, withdrawals and changes in contributions. Annual planned transfers assumes 12 unchanged monthly transfers.

Schedule transfers after your paycheck clears. "Ready to automate" means your plan is complete — not that a bank transfer is active. Use separate balances for separate goals so the same dollars aren't counted twice, and check retirement contribution limits separately.

Educational planning tool; not personalized financial advice. Nothing you type is saved or sent anywhere — use Save as PDF to keep a copy.