College Savings & Student Loan Planner

$7.50 $15 · Google Sheets + Excel · Instant download

Plan for college costs from either side. Parents can project future tuition and how much to save each month in a 529 plan, while students can track their loans and compare repayment plans. See how extra payments shorten your payoff and lower interest.

What's inside

Perfect for

Who College Savings & Student Loan Planner is for

For parents saving for a child's education and students or graduates planning how to repay student loans. It turns big numbers into a monthly plan you can actually follow.

How to use it in 4 steps

  1. Enter your child's age and the estimated cost of school.
  2. See the monthly savings needed to reach your target.
  3. Add any student loans with balances and interest rates.
  4. Compare repayment options and pick a payoff timeline.

Format and compatibility

You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.

College Savings & Student Loan Planner: frequently asked questions

Does it support 529 plans?

Yes. You can label savings by account type, including 529 plans.

Can it compare repayment plans?

It compares standard and accelerated payoff timelines based on the numbers you enter.

Is this financial advice?

No. Check details of federal loan programs with your loan servicer.

How do I get my files?

Right after payment you receive a download link at the email you entered at checkout. Save the files to your device and use them as often as you like.

Is anything shipped to me?

No. This is a digital product, so nothing physical is mailed.

Is this professional advice?

No. This product is for education and personal organization. For medical, tax, legal or financial decisions, please talk to a qualified professional.

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