Finance Templates
Start exploring CFI marketplace to find your desired finance templates and Excel models which would help you create your own version of professional models!
Equity Excel Template3,902
354
Equity refers to the value contributed by the owners of a company, and the owners can be either the shareholders,…
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Vertical and Horizontal analysis
4,189
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Horizontal analysis help analysts to see what has been driving accompany financial performance over a number of years .it enables…
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Equity Risk Premium Excel Template4,427
348
This equity risk premium (ERP) template shows the calculation of the equity risk premium of individual security based on the…
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Inflation Calculator3,595
324
CFI's inflation calculator will help you determine the change in the value of your money after a period of time.…
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By Victor Ho
Expected Return Excel Template3,947
344
Expected return on an investment is the sum of all possible returns multiplied by the probability of each outcome. It…
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Capital Gains Yield Calculator4,270
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Capital gains yield (CGY) measures how much the market price of an investment or security appreciates over a certain period…
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Inventory Turnover Excel Calculator4,530
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Inventory turnover, or the inventory turnover ratio, measures the number of times a company is able to sell and replace…
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Variance Calculation Excel Template3,720
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This Variance Excel Template is a tool that lays out the calculation of the difference between the forecasted and actual…
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Asset Turnover Excel Template4,218
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The asset turnover ratio measures a company's efficiency in using its assets to generate revenue. These assets include all current…
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Earnings Per Share (EPS) Excel Template3,917
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This Earnings per Share (EPS) template breaks down the calculation of the ratio. EPS is an important financial ratio and…
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EBITDA Margin Excel Template4,394
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This EBITDA Margin template is an educational resource that presents to you the calculation of the EBITDA margin, from revenue.…
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Cash Earnings Per Share (EPS) Calculator4,297
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Cash earnings per share (cash EPS) is the per share cash flow from operations generated by a company. Different from…
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Interest Excel Calculator4,132
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Interest rate is the rate at which borrowers need to pay back to the lender of debt. It is usually…
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Efficient Frontier and Capital Allocation Line (CAL) Template4,929
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The capital allocation line (CAL) is a line chart which graphically shows the risk-and-reward profile of risky assets and is…
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Earning Before Interest & Tax (EBIT) Excel Template4,010
297
This Earnings Before Interest and Taxes (EBIT) is an educational resource that will lay out the steps on how to…
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Margin of Safety Excel Template3,799
307
The margin of safety measures the difference between the actual sales of company and its breakeven point. The formula for…
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Budgeting Templates
Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
Operating Budget Excel Template29,835
10496
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
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Financial Projection Template11,386
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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
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Cash Budget Template7,552
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A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
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Operating Profit Margin Excel Calculator5,662
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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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Actual vs. Budget by Department (Fully Dynamic)5,853
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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
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Monthly Finance Report (Pivot Table)5,548
445
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Advanced Personal Budget Template5,358
448
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
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By Victor Ho
Personal Budget Template4,143
319
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
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By Victor Ho
Cash Flow Dashboard Template2,623
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Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
Simple Cash Flow Statement Template1,728
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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Daily Cash Flow Template2,248
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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS1,634
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Financial Planning & Analysis (FP&A) Templates
Browse around the CFI marketplace to find the best Financial Planning & Analysis (FP&A) model for your finance role and impress management with a detailed financial analysis and forecast!
Capital Expenditures Budget Template11,993
1375
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
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By Tim Vipond
Project Budget Excel Template7,681
1106
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
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Multi-Criteria Analysis (Balance Scorecard) Template8,371
902
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
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Cost-Volume-Profit (CVP) Analysis Excel Template7,065
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Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
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Year over Year Analysis (YoY) Excel Template6,164
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This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
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Supply Chain Template6,511
734
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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Gantt Chart Template4,878
698
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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Revenue Run Rate Template5,387
563
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
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Value Added Excel Template5,230
526
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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Financial model Free Excel Template to fight COVID-193,365
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Discounted Cash Flow Model Excel Template4,847
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel4,190
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In this post I have collected a handful of techniques for working with data in Excel: looking up values, matching…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template9,424
966
This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…
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Personal Finance Budget Template6,554
565
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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Annual Income Calculator Excel Template4,763
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This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
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Home Equity Line of Credit (HELOC) Calculator5,241
366
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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Piotroski F Score Calculator4,109
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The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
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By Victor Ho
Opportunity Cost Template4,209
320
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
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By Victor Ho
Investment feasibility analysis2,930
255
If you want to decide if your investment good or no , if you want to now if you have…
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PERSONAL FINANCE MANAGEMENT1,092
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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
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Option Profit Calculator2,866
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This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
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RENT VS. BUY CALCULATOR275
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The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
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Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner3,348
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Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
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By FinanceGuyHQ
Remaining mortgage calculator3,293
1
Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
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By FinanceGuyHQ
Ratios Templates
This is a marketplace of Financial Ratios Templates and Tools. Here you will find an extensive library of Excel Tools and Templates to help you save time!
Financial Ratios Calculator11,232
3669
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
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Beneish M Score Calculator9,673
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The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
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By Victor Ho
Leverage Ratios Excel Model Template6,521
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Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
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Return on Investment (ROI) Excel Template6,890
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Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
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Quick Ratio Excel Calculator5,849
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This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
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Debt/Equity Ratio Excel Template5,930
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This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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Cash Conversion Ratio Excel Template4,754
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This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
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Return on Invested Capital (ROIC) Template4,675
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This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
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Operating Cash Flow Ratio Template4,949
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Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
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Cash Ratio Excel Template5,533
650
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Return on Assets Excel Template5,601
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Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Contribution Margin Ratio Excel Template4,789
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Contribution margin (CM) ratio is a measure of a company's marginal benefit of producing an additional unit of product. The…
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