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!
Break even point
(0)
2,761
187
Break even point is the point at witch there is no profit,no loss
Accumulated Depreciation Template Accumulated Depreciation Template
(0)
2,200
164
General overview   The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
Applied corporate finance
(0)
2,455
161
From this course you will learn every thing about corporate finance
Inventory List with Reorder Level Inventory List with Reorder Level
(0)
2,471
164
General overview   A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
Financial Reporting Checklist Financial Reporting Checklist
(0)
1,744
138
The checklist is a great tool to assist in ensuring compliance with all relevant requirements
Time Required For Investment To Reach A Specified Value Time Required For Investment To Reach A Specified Value
(0)
3,606
134
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
Dynamic Profit & Loss Comparison Dynamic Profit & Loss Comparison
(1)
4,328
127
General overview   This is most important tool to understand and identify the variance.   It will help the business…
Credit Card Reconciliation Model Credit Card Reconciliation Model
(0)
2,353
114
Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
Applied  corporate finance 2 Applied corporate finance 2
(0)
1,861
71
(ppt) Course about working capital and credit analysis .
Installment Calculator (Annuity) Installment Calculator (Annuity)
(0)
1,206
56
An annuity is a series of payments made at equal intervals. Examples of annuities are regular deposits to a savings account, monthly home mortgage payments, monthly insurance payments, and…
SIMPLE ACCOUNTING-SECRETS - 13 BANK RECONCILIATION STATEMENT
(0)
1,080
45
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
(0)
1,094
35
Useful to accountancy students, teachers and non-finance persons   This template is a part of a bigger compilation titled  …
SIMPLE ACCOUNTING-SECRETS - 11 WORKING CAPITAL
(0)
1,148
34
Useful to accountancy students, teachers and non-finance persons   This template is a part of a bigger compilation titled  …
SIMPLE ACCOUNTING-SECRETS - 15 MNEMONICS
(0)
997
29
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Authority Matrix Template Authority Matrix Template
(0)
695
26
Authorities and Responsibilities Matrices   Authorities and Responsibilities Matrices are considered important to organizations due to their role in identifying…
SIMPLE ACCOUNTING-SECRETS - 16 ECONOMIC ORDER QUANTITY
(0)
1,001
26
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…

Budgeting Templates

Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
operating-budget-template-excel Operating Budget Excel Template
15
31,697
11174
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template
3
12,055
2684
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template
8,022
1404
A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
Operating Profit Margin Excel Calculator
6,013
773
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Actual vs. Budget by Department (Fully Dynamic)
1
6,286
467
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)
2
6,038
446
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Advanced Personal Budget Template Preview Advanced Personal Budget Template
5,790
481
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Personal Budget Template
4,503
340
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Simple Cash Flow Statement Template
1,940
275
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Cash Flow Dashboard Template
3,202
268
Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
Daily Cash Flow Template
2,756
260
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
2,042
202
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
See all

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 Template Product image Capital Expenditures Budget Template
12,849
1473
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
project-budget-template-excel Project Budget Excel Template
1
8,114
1162
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
multi-criteria-analysis-balance-scorecard-template-ppt1 Multi-Criteria Analysis (Balance Scorecard) Template
8,828
947
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
Cost-Volume-Profit (CVP) Analysis Excel Template
7,563
876
Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
Year over Year Analysis (YoY) Excel Template
6,551
817
This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
suppy-chain-template-ppt Supply Chain Template
6,912
763
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Gantt Chart Template
5,256
726
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Revenue Run Rate Template
5,753
587
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
Value Added Excel Template
5,582
549
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
Financial model Free Excel Template to fight COVID-19
3,840
561
The coronavirus has turned many small and big companies upside down.   Check this Video Tutorial The decrease in sales,…
Discounted Cash Flow Model Excel Template
5,312
537
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR   Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel
4,574
431
In this post I have collected a handful of techniques for working with data in Excel: looking up values, matching…
See all

Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.
personal-financial-statement-template-excel Personal Financial Statement Excel Template
1
10,087
1008
This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…
Personal Finance Budget Template Personal Finance Budget Template
7,020
593
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
Annual Income Calculator Excel Template
5,266
465
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
HELOC Calculator Template Home Equity Line of Credit (HELOC) Calculator
5,721
375
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Piotroski F Score Calculator Example Piotroski F Score Calculator
4,472
358
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Opportunity Cost Template
4,587
338
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Investment feasibility analysis
3,224
273
If you want to decide if your investment good or no , if you want to now if you have…
PERSONAL FINANCES MANAGEMENT
1,457
127
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Option Profit Calculator
3,230
53
This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
RENT VS. BUY CALCULATOR
538
42
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner
3,718
1
Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
Remaining mortgage calculator
3,697
1
Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
See all

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 Calculator
2
12,491
4060
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
beneish m score calculator preview Beneish M Score Calculator
1
10,262
1383
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
leverage-finance-excel-template-image Leverage Ratios Excel Model Template
7,017
1164
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
Return on Investment (ROI) Excel Template
7,385
1064
Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
quick-ratio-template-excel Quick Ratio Excel Calculator
6,250
841
This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
Debt/Equity Ratio Excel Template
6,278
838
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
Cash Conversion Ratio Excel Template
5,138
762
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
Return on Invested Capital (ROIC) Template
5,067
771
This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
Operating Cash Flow Ratio Template
5,343
763
Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
Cash Ratio Excel Template
5,869
682
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
Debt/Asset Ratio Excel Template
4,910
652
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
Contribution Margin Ratio Excel Template
5,144
642
Contribution margin (CM) ratio is a measure of a company's marginal benefit of producing an additional unit of product. The…
See all