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!
LTM Revenue Excel Template
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LTM stands for last twelve months or trailing twelve months. LTM revenue is frequently used by finance professionals to measure…
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Net Debt Excel Calculator
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This Net Debt Excel Calculator template is an educational resource that shows you an example on how to calculate the…
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Dividend Per Share Excel Calculator
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Dividend per share (DPS) is the total amount of dividend that can be claimed by shareholder per share outstanding of…
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Perpetuity Excel Calculator
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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 Calculator
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Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…
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AutoSum Excel Template
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The AutoSum function in Excel is a useful shortcut to help save time in financial modeling. Instead of manually typing…
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Negative vs Positive Net present Value
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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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Simple Interest Excel Calculator
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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 Calculator
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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 Template
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This Earnings per Share (EPS) template calculates the metric for a fictitious company, ABC Ltd. This is a basic EPS…
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Coupon Rate Excel Template
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The coupon rate is the amount of annual interest income a bondholder receives based on the face value of the…
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Geometric Mean Excel Template
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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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Non-directional Trading Strategies Template
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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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Directional Trading Strategies Template
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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 Analysis
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General overview The Accounts Receivable Analysis template is an efficient tool to evaluate a company’s Debtors and Accounts Receivable.…
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NPV, IRR & Payback Calculator
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General overview The template is constructed to evaluate potential major projects or investments that would require capital budgeting before…
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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 Template
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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 Template
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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 Template
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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 Calculator
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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)
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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
Monthly Finance Report (Pivot Table)
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Advanced Personal Budget Template
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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 Template
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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 Template
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Cash Flow Dashboard Template - first 50 downloads for FREE Cash flow is the money that is moving (flowing) in…
Daily Cash Flow Template
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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 WEEKS
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Comprehensive Monthly Management Finance Report (Fully Integrated)
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There are two files: the first one is the mapping for the second file. Convert your TB into your special…
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!
Project Budget Excel Template
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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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Supply Chain Template
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Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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Multi-Criteria Analysis (Balance Scorecard) Template
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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 Template
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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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Gantt Chart Template
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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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Revenue Run Rate Template
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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 Template
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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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Year over Year Analysis (YoY) Excel Template
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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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Capital Expenditures Budget Template
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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
Tariff Setting Methodology - Oil & Gas Downstream Business
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The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…
Financial planning
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This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…
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Contracting project financial plan
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The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template
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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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Annual Income Calculator Excel Template
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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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Personal Finance Budget Template
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This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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Piotroski F Score Calculator
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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
Home Equity Line of Credit (HELOC) Calculator
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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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UK stamp duty land tax calculator
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As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…
$25.00
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By
FinanceGuyHQ
Remaining mortgage calculator
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Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
$25.00
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FinanceGuyHQ
Personal Budget Spreadsheet
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This simple tool helps individuals to set personal budgets to meet spending and saving goals. You will set a budget…
$25.00
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By
FinanceGuyHQ
UK Self Assessment Tax Calculator
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Tool for estimating income and national insurance tax for self-employed workers in the UK. The calculator can be adapted to…
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By
FinanceGuyHQ
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner
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Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
$25.00
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By
FinanceGuyHQ
Opportunity Cost Template
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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 analysis
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If you want to decide if your investment good or no , if you want to now if you have…
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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!
Quick Ratio Excel Calculator
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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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Leverage Ratios Excel Model Template
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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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Acid Test Ratio Excel Template
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Acid-Test Ratio, also referred to as the quick ratio, measures the short-term liquidity of a company by looking at how…
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Cash Conversion Ratio Excel Template
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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 Template
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Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Contribution Margin Ratio Excel Template
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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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Current Ratio Excel Template
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Current ratio, also called the working capital ratio, is a liquidity ratio that measures how well a company meets its…
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Debt/Asset Ratio Excel Template
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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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Debt/Equity Ratio Excel Template
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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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Debt Service Coverage Ratio Excel Template
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This Debt Service Coverage Ratio (DCSR) Template includes a debt schedule and income statement for a sample calculation of the…
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Dividend Coverage Ratio Excel Template
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Dividend coverage ratio (DCR), or dividend cover, is a financial ratio which tells how many times a company is able…
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Dividend Payout Ratio Excel Template
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This Dividend Payout Ratio Excel Template is an educational tool that shows you how to calculate the dividend payout ratio…
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