Savings & Investments Tracker


The savings and investment tracker helps you see at a glance where you have money stashed and the type of account and institution that holds your money!


This savings and investments tracker helps you keep an eye on where you have money stashed for goals and retirement. Sometimes we have money in a variety of institutions and with this tracker, you can see at a glance the name of the institution, type of account, deposit amount and frequency of deposits and transfers. It’s also helpful to have this ready when you’re gathering paperwork together for your estate plan.