Investment returns
Type a lump sum, a monthly amount or both, a yearly rate and the number of years. It shows what that could grow to, with growth added each month, and what it's worth in today's money after inflation.
Illustration · returns aren't guaranteed and can go down · guidance, not advice
- The rate is your choice, and stays the same every year. Real returns go up and down, and charges come off them.
Track what goes in
The Sinking Funds and Savings Tracker keeps every pot and ISA in one place, with what goes in each month.
Sinking Funds and Savings Tracker · £7.79 on Etsy
Questions
How is the growth worked out?
Each month, at the rate that comes to your yearly rate over 12 months. Monthly amounts go in at the end of each month.
What is today's money?
What the final amount would buy now, after the inflation rate you type each year.
What rate should I use?
None is suggested. Try a few to see the range.
Updated