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 Template3,263
258
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 Calculator3,359
255
This Net Debt Excel Calculator template is an educational resource that shows you an example on how to calculate the…
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Perpetuity Excel Calculator2,907
249
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 Calculator3,331
251
Effective annual interest rate (EAR), also referred to as effective interest rate or effective rate, is the interest rate adjusted…
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Dividend Per Share Excel Calculator3,825
243
Dividend per share (DPS) is the total amount of dividend that can be claimed by shareholder per share outstanding of…
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AutoSum Excel Template3,652
239
The AutoSum function in Excel is a useful shortcut to help save time in financial modeling. Instead of manually typing…
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Simple Interest Excel Calculator2,879
246
This simple interest template will calculate the ending balance of a deposit that earns yearly simple interest that is paid…
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Coupon Rate Excel Template5,223
245
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 Calculator3,156
250
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
2,990
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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 Template3,459
232
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 Template2,982
214
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 Template4,826
0
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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NPV, IRR & Payback Calculator1,486
225
General overview The template is constructed to evaluate potential major projects or investments that would require capital budgeting before…
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Accounts Receivable Analysis1,545
193
General overview The Accounts Receivable Analysis template is an efficient tool to evaluate a company’s Debtors and Accounts Receivable.…
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Directional Trading Strategies Template5,079
0
The directional trading strategies template allow users to determine the profit when buying options. This template focuses on directional strategies…
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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 Template26,645
9299
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 Template10,263
2318
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 Template6,736
1226
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 Calculator5,078
690
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)5,075
463
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)4,799
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 Template4,643
402
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 Template3,590
284
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 Template1,864
266
Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
Simple Cash Flow Statement Template1,492
212
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Daily Cash Flow Template1,455
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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 WEEKS1,068
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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!
Project Budget Excel Template6,922
1006
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 Template5,798
676
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) Template7,520
825
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 Template6,275
755
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 Template4,297
645
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 Template4,802
515
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 Template4,668
485
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 Template5,560
717
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 Template10,577
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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 Business3,650
1
The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…
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Financial planning4,085
1
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 plan4,405
162
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 Template8,420
878
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 Template4,193
420
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 Template5,922
517
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 Calculator3,570
325
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) Calculator4,608
343
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 calculator2,437
0
As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…
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By FinanceGuyHQ
Remaining mortgage calculator2,806
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
Personal Budget Spreadsheet2,877
0
This simple tool helps individuals to set personal budgets to meet spending and saving goals. You will set a budget…
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By FinanceGuyHQ
UK Self Assessment Tax Calculator2,610
0
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 Planner2,770
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
Opportunity Cost Template3,634
289
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 analysis2,447
226
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 Calculator5,231
726
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 Template5,625
1018
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 Template4,460
551
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 Template4,140
660
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 Template4,960
594
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 Template4,187
557
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 Template3,964
397
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 Template3,964
560
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 Template5,323
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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 Template3,753
399
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 Template3,607
317
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 Template3,462
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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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