Monthly Investment Tracker
Track investments across multiple goals/categories. Monitor progress toward various financial objectives monthly.
Monthly Investment Tracker
Result
How it works
Formula Used
Track: Total Invested, Growth Earned, Projected Corpus, % to Target Monthly tracking of progress toward financial goals
Smart Tips
- Review monthly to stay motivated
- Adjust SIP if targets change
- Compare projected vs actual returns quarterly
Best Used For
Track multiple goal investments, stay accountable
FAQs
How do I track multiple goals without getting confused?
Use separate bank accounts/funds if possible. Or track spreadsheet by goal. Monthly review: invested amount, current value, projected value. Color-code by progress. Automation + visibility = discipline.
What if my returns are lower than projected?
Market happens. Don't panic. If temporarily lower (market downturn), continue investing. If fundamentally lower (wrong fund choice), switch funds. Review annually; don't overreact to monthly fluctuations.
Should I have separate funds for separate goals?
Psychologically helpful. Practically, one fund can feed multiple goals. But separate funds help visual tracking and prevent emotional mixing (don't raid education fund for wedding fund). Recommended: separate accounts/buckets.
How do I stay accountable for SIP discipline?
Auto-debit from salary account before discretionary spending. Treat SIP like EMI—non-negotiable. Track monthly (motivating to see growth). Annual reviews (celebrate progress). Gamify: compete with friends, track milestones.
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