Make 2027 the year your goals actually happen.
Set goals for every part of your life, break them into quarterly and monthly targets, save for them on purpose and check in every month.
- Goals for 8 life areas with progress, pace and status
- Sinking funds, emergency fund and savings challenges
- Monthly check-ins, habit tracker and a progress dashboard
Everything for a goal-crushing 2027
Not a to-do list: a plan for the whole year that tells you, every month, whether you're on track.
2027 Vision & Goals
Your word of the year, a vision for each life area and up to 16 goals with a start, a target and a deadline.
Monthly & quarterly targets
A goal tracker that turns green when you're on pace, plus four milestones per goal and three big actions per quarter.
Monthly check-ins
Top 3 priorities, a rating, your biggest win and what you learned, with the month's numbers filled in.
Sinking funds
Vacation, Christmas, a new laptop: see what to save each month and each paycheck to get there on time.
Emergency fund
Your essentials, 3 to 12 months of cover, milestones and how many months you're covered right now.
Challenges & habits
52-week challenge, 100 envelopes, no-spend January and a daily habit tracker for the whole year.
Every goal, every life area
Money, debt, health, career, home and more. Type where you start and where you want to be: progress, the pace you need and on track or behind work themselves out. Debt and weight goals count down.
Monthly check-ins, quarterly milestones
At the end of each month, type where each goal stands. Green means on pace, orange means it's time to adjust, long before December.
Start planning 2027 →Save for the big things on purpose
Sinking funds work out what to save each month and each paycheck. The emergency fund shows how many months of essentials you've covered, with milestones along the way.
Savings challenges, built in
The 52-week money challenge ($1,378), 100 envelopes ($5,050, or half and double sizes) and no-spend days with a no-spend January goal and streaks. The totals add up for you.
Small habits, a check-in every month
Tick up to 8 habits every day of 2027 and see how consistent you were. Then take ten minutes to rate the month and plan the next one.
Ready before January 1
Use it in Google Sheets with a free Google account, on computer, phone and tablet, or open the Excel version.
Download
Get the PDF and the Excel files right after checkout. Copy the Google Sheets version to your Drive.
Set your goals
Your 2027 vision, your goals and a milestone for each quarter. Add your sinking funds and emergency fund.
Check in monthly
Ten minutes at the end of each month. The dashboard shows what's on track and what needs attention.
Questions
How is it different from your 2027 Budget Planner?
The Budget Planner tracks spending month by month. This one is about goals and savings: goals for every life area, monthly and quarterly targets, sinking funds, emergency fund, savings challenges and habits. They work well together.
Does it work in Excel?
Yes. You get a Google Sheets version and two Excel (.xlsx) files with the same tabs and formulas: one blank and one with a sample year.
What does "on track" mean?
You're at or ahead of a straight line from your start to your target by the deadline. The 52-week challenge follows its own week-by-week schedule.
Can I track goals that aren't about money?
Yes. Miles run, books read, pounds lost, steps of a certification: any goal you can count. Rename the life areas to fit your life.
Does it work on Apple Numbers?
It's made for Google Sheets and Excel. Google Sheets works free on iPhone, iPad and Mac.
Your goals deserve a plan
Instant download. Copy it to Google Drive or open it in Excel and write your 2027 goals tonight.
Get the 2027 goals planner for30% launch discount applied at checkout