See your retirement number before you get there.
A plug-and-play Google Sheets tracker that projects your 401(k), Roth IRA, HSA, brokerage account and home equity — year by year, all the way to the retirement age you choose.
One-time payment · No subscription · Works on any device with a free Google account
Example projection, generated from sample inputs
$0
Total retirement assets
$0
Projected income / yr in retirement
$0
Total contributions
$0
Total compound growth
Everything it automatically calculates
Enter your account balances and contributions once. The dashboard does the rest.
Total retirement assets
Every account rolled into one number — 401(k), Roth IRA, HSA, 529, brokerage and home value combined.
Yearly projected income
See the income your portfolio is projected to generate once you actually retire — not just the lump sum.
Value at your retirement age
Set the age you want to retire and watch every account project forward to that exact year.
One dashboard summary
All your accounts and projected outcomes on a single screen — no tab-hopping between spreadsheets.
Your allocation at retirement, visualized
A built-in pie chart shows the share each account — 401(k), Roth IRA, HSA, 529, brokerage and home value — will hold by the time you retire, so you can see how diversified your nest egg really is.
Contributions vs. compound growth, year by year
Watch the gap between what you put in and what compounding adds on top — plotted from today through your target retirement year.
Projected vs. target income, side by side
Set the retirement income you want, and instantly compare it against what your current savings pace is projected to produce.
Every account's value at retirement
401(k), Roth IRA, HSA, 529, brokerage and home value — each broken out individually so you know exactly where your money is projected to land.
401(k)
$1,010,133
Roth IRA
$327,284
HSA
$173,564
529
$67,160
From checkout to editing, in three steps
No complex formulas or setup. No spreadsheet experience required.
Buy instantly
Check out securely below — it's an instant digital download, nothing ships.
Open your template
Your receipt includes a short PDF with an "Open Template" link straight to the sheet.
Make it yours
Click File → Make a copy to save it to your own free Google account, then start entering your numbers.
Questions, answered
No — just a free Google account. It's a Google Sheets template with a short PDF walkthrough included in your download.
It projects your account balances and retirement income year-by-year based on the numbers you enter, so you can see whether you're on pace for the age and income you want — and adjust your inputs to test different scenarios.
No — it's licensed for your own personal, non-commercial use only. Reselling, redistributing, or commercial use isn't permitted.
Your download includes a PDF with the exact steps: open the template link, then use File → Make a copy to save your own editable version to Google Drive.
No — it's a one-time $9 purchase. Once you make your own copy, it's yours to keep and edit.
Full product description
Take control of your financial future and see exactly how your investments will grow over time 📈
This Retirement Forecasting Tool is easy to use, fully customizable, and built to project your portfolio's growth year-by-year all the way to your desired retirement age.
This tracker is easy to use and fully customizable.
Automatically calculate:
✓ Total retirement assets across all accounts
✓ Yearly projected income in retirement
✓ Value of each retirement account by your desired retirement age
✓ A dashboard summary of all your accounts and projected outcomes
How to Use:
1. Add this item to your cart and check out
2. After successfully checking out, click on the "Open Template" link provided in the pdf and you will be guided to the template
3. Click on "file" and "make a copy" to download the google sheet to your own google account in order to edit the spreadsheet!
It's that easy! No complex formulas or setup required. Watch your projected retirement balance grow automatically while you adjust your inputs.
This is an instant download, digital product, so no physical product will be shipped to you.
Personal Use Only! The content displayed on the digital download is the intellectual property of Lizsfijourney. You may not copy, reproduce, modify, or distribute any of the content or the services outside of your own personal use. You may use the contents and services solely for your own individual non-commercial informational purposes only. Any other use, including commercial purposes, is strictly prohibited without prior consent.
Please note a FREE Google account is required for you to edit
Stop guessing. Start projecting.
Retirement Forecasting Tool — 401(k), Roth, & Investment Growth Tracker
Secure checkout via Gumroad · Instant digital delivery
