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College Savings Worksheet Excel Template

Sample College Savings Worksheet

1. Personal Information
Current Age 2
Age at time of enrollment 18
Annual College Costs $10,000.00
Number of Years in College 4

2. Investments
Annual return of investments 7.50%
Estimated annual inflation rate 2.50%
Current Savings $5,000.00
Student Contribution $1,000.00

Annual Payments from Savings $9,000.00
Estimated Savings requirement by enrollment date $33,509.23
Required Amount to save per year $955.08

Notes on College Savings Worksheet Example

To calculate your College Savings Requirements fill in boxes 1-3.
The Results section will be calculated automatically.

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Download College Savings Worksheet Excel Template