Settings

Account

Tracker config

Goal amount

Goal start

Goal years

Initial monthly target per person

Annual increase rate

Expected yield rate

Use decimal rates. Example: 0.03 = 3%, 0.07 = 7%.

Week starts on

Number of contributors

Switching from 2 people down to 1 is blocked if the second person already has entries.

Contributor 1 name

Contributor 2 name

Contribution plan

Keep the current simple plan, or switch to a custom schedule where each person can have a different monthly target for each year.

Simple annual step-up Use one monthly target per person, then increase it each year by the annual increase rate. Custom yearly plan Set each contributor's monthly target separately for every year of the plan.

The simple plan is what existing profiles already use.

Calculator

Pick the one field you want the page to solve and lock. That keeps the numbers internally consistent instead of letting the form save an impossible combination.

Solve and lock this field

The calculator assumes monthly contributions from all contributors, annual step-ups once per year, and monthly compounding on expected yield.

Enter your numbers and the calculator will keep one field locked to the value needed to make the plan work.

Account

Tracker config

Contribution plan

Calculator

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