Simple Investment Calculator for Google Sheets

See if you’re on track with your investment goals and model how changes to your strategy might impact the end result with this free investment calculator for Google Sheets.

About the Simple Investment Calculator

The Simple Investment Calculator helps you see whether you’re on track with your investment goals and what it would take to get there. Instead of toggling between your spreadsheet and an external calculator, you can model future values directly inside your Tiller sheet.

Link your Tiller-connected accounts to automatically pull in current balances, or enter manual balances for accounts outside Tiller. Then add your monthly contributions, the expected contribution timeline, and the average rate of return to see projected future values for each account, along with the total. A range view lets you model best- and worst-case scenarios using minimum and maximum return rates. Note: the calculator can only compute positive rates of return.

Built by Tiller Customer Success team member Morgan for Google Sheets.

Best for: Anyone who wants to model future investment values across multiple accounts without leaving their spreadsheet.

Support & Documentation

Install the Simple Investment Calculator through the Tiller Community Solutions add-on. Search for investment in the Explore tab.

For setup details, usage tips, and community discussion, visit the Simple Investment Calculator thread in the Tiller Community.

If you run into an issue, search the community first, and if your question hasn’t been answered, post it in the Get Help > Spreadsheet Templates category.

FAQ

Unless otherwise noted above, this is a free template built by a member of the Tiller Community. Some community templates may only be accessible via the Tiller Money Feeds add-on, which requires a Tiller free trial or subscription to use. Additionally, it’s recommended for use within the Foundation Template.

Tiller is the only automated personal finance service for Google Sheets and Microsoft Excel. Tiller automatically imports your daily spending, income, and balances in your spreadsheets, so you can see all your finances in one place and manage your money, your way. Learn more →

Unless otherwise noted above, this free template is installed with the Tiller Community Solutions add-on for Google Sheets. It's an easy way to browse and install dozens of free, prebuilt sheets for tracking budgets, debt payoff goals, net worth, savings, and more, all from the Google Sheets sidebar. Some community templates can be installed using Tiller Money Feeds. See Installation details above.

This template for Excel works best when installed in Tiller’s Foundation Template.

Review the Support and Documentation section in the template details above to learn how to get support for this template in the Tiller Community.

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