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!
Earning Before Interest & Tax (EBIT) Excel Template5,110
358
This Earnings Before Interest and Taxes (EBIT) is an educational resource that will lay out the steps on how to…
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Effective Annual Interest Rate Excel Calculator5,011
334
Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…
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LTM Revenue Excel Template5,104
334
LTM stands for last twelve months or trailing twelve months. LTM revenue is frequently used by finance professionals to measure…
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Perpetuity Excel Calculator4,436
329
A perpetuity is a stream of indefinite cash flow payments or annuity with no end date. When performing a business…
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Dividend Per Share Excel Calculator5,624
317
Dividend per share (DPS) is the total amount of dividend that can be claimed by shareholder per share outstanding of…
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Net Debt Excel Calculator4,869
326
This Net Debt Excel Calculator template is an educational resource that shows you an example on how to calculate the…
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AutoSum Excel Template5,438
309
The AutoSum function in Excel is a useful shortcut to help save time in financial modeling. Instead of manually typing…
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Non-directional Trading Strategies Template7,095
114
The non-directional trading strategies template allow users to determine the profit when buying options. This template focuses on non-directional strategies…
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Coupon Rate Excel Template7,082
319
The coupon rate is the amount of annual interest income a bondholder receives based on the face value of the…
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Simple Interest Excel Calculator4,487
314
This simple interest template will calculate the ending balance of a deposit that earns yearly simple interest that is paid…
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Effective Annual Rate Excel Calculator4,905
320
Effective annual rate (EAR), also referred to as effective interest rate or effective rate, is the rate of interest at…
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Negative vs Positive Net present Value
4,534
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if the net present value of project or investments,is negative it means the expected rate of return that will be…
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Earnings Per Share Example Template5,045
292
This Earnings per Share (EPS) template calculates the metric for a fictitious company, ABC Ltd. This is a basic EPS…
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Geometric Mean Excel Template4,509
281
This geometric mean template will take the inputted data-set and calculate the geometric mean. This is done by multiplying all…
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Directional Trading Strategies Template6,954
89
The directional trading strategies template allow users to determine the profit when buying options. This template focuses on directional strategies…
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Accounts Receivable Analysis3,645
255
General overview The Accounts Receivable Analysis template is an efficient tool to evaluate a company’s Debtors and Accounts Receivable.…
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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 Template37,421
13551
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 Template13,828
3096
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 Template9,192
1590
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 Calculator6,994
878
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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Advanced Personal Budget Template6,900
581
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
Actual vs. Budget by Department (Fully Dynamic)7,385
471
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)7,315
449
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Personal Budget Template5,539
401
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
Daily Cash Flow Template4,172
369
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template2,535
362
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS3,314
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template4,478
270
Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
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 Template15,157
1716
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 Template9,200
1292
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) Template9,891
1072
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 Template8,784
1001
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 Template7,595
939
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 Template8,044
867
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 Template6,154
816
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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Financial model Free Excel Template to fight COVID-194,962
721
The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template6,630
680
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 Template6,448
635
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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Discounted Cash Flow Model Excel Template6,526
660
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel5,505
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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 Template11,916
1143
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 Template8,036
680
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 Template6,279
521
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) Calculator6,827
425
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 Calculator5,243
407
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 Template5,561
395
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 analysis4,027
324
If you want to decide if your investment good or no , if you want to now if you have…
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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)2,432
190
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
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RENT VS. BUY CALCULATOR1,258
89
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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Option Profit Calculator4,031
53
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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Personal Financial Planner709
37
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
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By SAAD YASEEN
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner4,617
1
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
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 Calculator15,487
5192
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 Calculator12,261
1734
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 Template8,190
1343
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 Template8,603
1224
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 Calculator7,267
974
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 Template7,184
974
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 Template6,034
878
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) Template5,872
900
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 Template6,258
891
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 Template6,737
785
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Debt/Asset Ratio Excel Template5,745
767
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
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Return on Assets Excel Template6,943
760
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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