Financial Goals Calculator

Your
Goal

Initial
Investment

Monthly
Invested

ROI
%

Year(s) to
Obtain Goal

Total
Investment Gain

College Fund Example

Five different ways to invest and achieve a $50,000 College Fund

Input Output
Your
Goal$
Initial
Capital$
Monthly
Invested$
Return on
Investment
(ROI)%
Years to
Achieve
Investment
Gain$
1 50,000 5,000 500 3 6.66 5,325.08
2 50,000 5,000 500 5 6.16 8,035.37
3 50,000 5,000 500 7 5.83 10,586.18
4 50,000 5,000 500 11 5.16 14,299.66
5 50,000 5,000 500 15 4.66 17,225.53

Various Goals Example

Invested in stocks with 15% return. How long will it take to achieve them?

Input Output
Your
Goal$
Initial
Capital$
Monthly
Invested$
Return on
Investment
(ROI)%
Years to
Achieve
Investment
Gain$
1 2,000 (PC) 1,000 100 15 (stock) 0.75 164.6295
2 5,000
(used car)
1,000 100 15 2.5 1,064.520
3 20,000
(new car)
1,000 100 15 7.66 10,021.84
4 20,0000
(house)
1,000 100 15 21.0 17,4238.1
5 1,000,000
(millionaire)
1,000 100 15 31.6 96,3077.3

A Millionaire Example

Invested in stocks with 15% return. The more you invest, the sooner you will achieve your goal.

Input Output
Your
Goal$
Initial
Capital$
Monthly
Invested$
Return on
Investment
(ROI)%
Years to
Achieve
Investment
Gain$
1 1,000,000 1,000 10 15(stock) 42.4 996,208.8
2 1,000,000 1,000 100 15 31.6 96,3077.3
3 1,000,000 0 1,000 17.5 7.66 79,6542.4
4 1,000,000 1,000 1,000 15 17.4 79,6542.4
5 1,000,000 1,000 10,000 15 5.5 357,463.6