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!
Perpetuity Excel Calculator6,004
392
A perpetuity is a stream of indefinite cash flow payments or annuity with no end date. When performing a business…
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Effective Annual Interest Rate Excel Calculator6,502
392
Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…
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Non-directional Trading Strategies Template9,088
261
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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Net Debt Excel Calculator6,290
380
This Net Debt Excel Calculator template is an educational resource that shows you an example on how to calculate the…
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LTM Revenue Excel Template6,673
384
LTM stands for last twelve months or trailing twelve months. LTM revenue is frequently used by finance professionals to measure…
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Dividend Per Share Excel Calculator7,189
369
Dividend per share (DPS) is the total amount of dividend that can be claimed by shareholder per share outstanding of…
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Simple Interest Excel Calculator5,864
364
This simple interest template will calculate the ending balance of a deposit that earns yearly simple interest that is paid…
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AutoSum Excel Template7,016
359
The AutoSum function in Excel is a useful shortcut to help save time in financial modeling. Instead of manually typing…
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NPV, IRR & Payback Calculator6,374
412
General overview The template is constructed to evaluate potential major projects or investments that would require capital budgeting before…
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Coupon Rate Excel Template8,646
365
The coupon rate is the amount of annual interest income a bondholder receives based on the face value of the…
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Effective Annual Rate Excel Calculator6,405
368
Effective annual rate (EAR), also referred to as effective interest rate or effective rate, is the rate of interest at…
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Earnings Per Share Example Template6,437
345
This Earnings per Share (EPS) template calculates the metric for a fictitious company, ABC Ltd. This is a basic EPS…
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Negative vs Positive Net present Value
5,734
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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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Geometric Mean Excel Template5,812
326
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 Template8,319
215
The directional trading strategies template allow users to determine the profit when buying options. This template focuses on directional strategies…
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Break even point
5,380
307
Break even point is the point at witch there is no profit,no loss
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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 Template47,596
17412
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 Template17,359
3788
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 Template11,298
1873
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 Calculator8,814
1031
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 Template8,890
745
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
Daily Cash Flow Template7,100
534
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Actual vs. Budget by Department (Fully Dynamic)9,561
482
This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
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Personal Budget Template7,387
494
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
Monthly Finance Report (Pivot Table)9,571
458
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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WEEKLY CASH FLOW TEMPLATE - 9 WEEKS5,608
473
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Simple Cash Flow Statement Template3,542
450
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Cash Flow Dashboard Template7,269
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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 Template19,118
2095
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 Template11,114
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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) Template11,813
1248
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 Template11,223
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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 Template9,407
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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 Template10,306
1027
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 Template8,153
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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-197,185
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template8,473
807
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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Discounted Cash Flow Model Excel Template8,804
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Value Added Excel Template8,176
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This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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3 YEAR CASH FLOW PROJECTION TEMPLATE7,463
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Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template14,723
1396
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 Template9,975
806
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 Template8,104
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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) Calculator8,922
499
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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Opportunity Cost Template7,495
498
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
Piotroski F Score Calculator6,865
461
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
Investment feasibility analysis5,369
398
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)4,128
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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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RENT VS. BUY CALCULATOR2,462
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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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Personal Financial Planner2,048
135
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
TRADING SYSTEM1,757
73
This model is designed to support medium term traders who hold onto positions for days, weeks or even months. It is not intended…
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ASSET PORTFOLIO REBALANCING TOOL1,210
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
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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 Calculator20,879
7090
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 Calculator15,725
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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 Template10,528
1647
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 Template10,924
1516
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 Calculator9,170
1207
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 Template8,900
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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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Return on Invested Capital (ROIC) Template7,391
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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 Template8,055
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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 Conversion Ratio Excel Template7,729
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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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Cash Ratio Excel Template8,530
946
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 Template8,770
947
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Debt/Asset Ratio Excel Template7,318
939
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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