Private assumption worksheet

Plan a savings goal without invented rates or promised returns.

Enter your goal, contributions, period and one current annual return assumption. Record where it came from. The plan uses month-end contributions and keeps the entered rate constant.

No country ratesNo product presetsNo guaranteed returnNo AI or network send

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Build one transparent plan

Use zero if you want a no-return plan. Still label that assumption so the export remains understandable.

Do not paste account numbers, balances or credentials.

Method

The effective annual rate is converted to an equivalent monthly rate. Current savings compound first; each contribution is added at month end. No fee or tax is invented.

Consumer context

The FSCA consumer education service supports financial goal-setting without selling products or offering financial advice. Verify providers and terms in your jurisdiction.

Privacy boundary

No input is stored, put in a URL, or sent to analytics, AI or an API. Exports are local.