Smart Savings Allocation Calculator

Step 1: Your Finances & Available Savings

Available Savings

This is the total amount you want to distribute across your goals.

Emergency Fund Status

High-Interest Debt Paydown (Optional)

This is an extra payment on top of minimums, allocated after emergency fund.

Step 2: Define Your Other Savings Goals

List other financial goals you're working towards, their target amounts, and priority.

Step 3: Your Smart Savings Allocation Plan

Define your finances (Tab 1) and goals (Tab 2), then click "Generate Allocation Plan".

Step 4: Allocation Summary & Download

Generate the allocation plan on Tab 3 to view the summary.

Scroll to Top