Savings Calculator - Free Compound Savings Calculator with Inflation Adjustment and Goal Planning

Basic Information

One-time starting deposit

Regular monthly contribution

Expected annual return (typical: 3-5%)

How long to save

Understanding Savings & Compound Interest

What is Compound Interest?

Compound interest is the process where interest earns interest. Unlike simple interest which is calculated only on your initial deposit, compound interest is calculated on both your principal and all accumulated interest from previous periods.

This creates exponential growth over time, often called the "eighth wonder of the world" by Einstein. The formula is: A = P(1 + r/n)^(nt), where:

  • A = Final amount
  • P = Principal (initial deposit)
  • r = Annual interest rate (decimal)
  • n = Compounding frequency per year
  • t = Time in years

The Power of Starting Early

Time is your greatest asset in savings. Due to compound interest, money saved early has exponentially more time to grow than money saved later.

Real Example:
Person A: Saves $300/month from age 25-35 (10 years) = $36,000 deposited
Person B: Saves $300/month from age 35-65 (30 years) = $108,000 deposited
At age 65 (7% return):
Person A: $338,000
Person B: $331,000

Person A deposited 1/3 as much but ended with MORE money because they started 10 years earlier. That's the power of compound interest!

Setting Savings Goals

Successful savers set specific, measurable, achievable, relevant, and time-bound (SMART) goals. Here's how to structure your savings:

Short-Term (1-3 years)

Emergency fund, vacation, car down payment. Use high-yield savings (4-5% APY). Need quick access.

Medium-Term (3-10 years)

Home down payment, wedding, education. Consider CDs or conservative investments (5-7% return). Some risk acceptable.

Long-Term (10+ years)

Retirement, children's college. Use 401k, IRA, or investment accounts (7-10% historical average). Higher risk acceptable for higher returns.

Understanding Inflation

Inflation erodes purchasing power over time. A dollar today buys less in the future. The US historical inflation rate averages 2-3% annually. This means $100 today = ~$82 purchasing power in 10 years at 2% inflation.

Real return = Nominal return - Inflation rate. If your savings earn 5% but inflation is 3%, your real return is only 2%. Always factor inflation into long-term planning.

Example: Saving $100,000 for retirement in 30 years. At 3% inflation, you'll need $242,726 to have the same buying power as $100,000 today!

Best Savings Accounts for Different Goals

High-Yield Savings
Emergency funds, short-term
4-5% APY
Money Market
Check-writing access
3-4.5% APY
CDs (1-5 years)
Locked in, higher rates
4-5.5% APY
Treasury Bonds
Government-backed, safe
4-5% APY
Stock Market (long-term)
Historical average, volatile
~7-10%

Savings Rate Benchmarks

How much should you save? Here are expert-recommended percentages of gross income:

50/30/20 Rule

50% needs, 30% wants, 20% savings/debt

Emergency Fund:3-6 months expenses
Retirement (ages 20-30):10-15% of gross
Retirement (ages 30-40):15-20% of gross
Retirement (ages 40+):20-30% of gross
Total Savings:Minimum 20% after-tax

Impact of Monthly Savings Over Time

Monthly Savings5 Years10 Years20 Years30 Years
$100/month$6,801$15,528$41,103$83,573
$250/month$17,003$38,821$102,758$208,933
$500/month$34,006$77,641$205,515$417,866
$1,000/month$68,012$155,282$411,031$835,733

*Assumes 5% annual return compounded monthly, no initial deposit

Frequently Asked Questions

How much should I save per month?

Financial experts recommend saving at least 20% of your after-tax income. Following the 50/30/20 rule: 50% for needs, 30% for wants, and 20% for savings. For someone earning $4,000/month after taxes, that's $800/month in savings. Start with what you can afford and gradually increase. Emergency funds should cover 3-6 months of expenses. For retirement, aim to save 10-15% of gross income starting in your 20s, or more if starting later.

What is compound interest and how does it work?

Compound interest is interest calculated on both the initial principal and accumulated interest from previous periods. Unlike simple interest (calculated only on principal), compound interest allows your money to grow exponentially over time. For example, $10,000 at 5% annual compound interest becomes $12,763 after 5 years, versus $12,500 with simple interest. The formula is: A = P(1 + r/n)^(nt), where P is principal, r is annual rate, n is compounding frequency, and t is time in years.