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!
Accounts Receivable Analysis4,462
255
General overview The Accounts Receivable Analysis template is an efficient tool to evaluate a company’s Debtors and Accounts Receivable.…
$25.00 Add to Cart
Inventory List with Reorder Level4,361
245
General overview A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
Free! Add to Cart
Applied corporate finance
3,902
234
From this course you will learn every thing about corporate finance
Free! Add to Cart
Accumulated Depreciation Template3,724
236
General overview The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
Free! Add to Cart
Time Required For Investment To Reach A Specified Value5,039
198
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
Free! Add to Cart
Credit Card Reconciliation Model4,333
159
Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
Free! Add to Cart
By Rahim Damani
3 Statements Model1,730
148
General Overview The template is the combination of the three major reports on a business. It will contain the…
Free! Add to Cart
Installment Calculator (Annuity)2,527
108
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…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 13 BANK RECONCILIATION STATEMENT
2,401
111
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 11 WORKING CAPITAL
2,429
101
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
Free! Add to Cart
Segmental P&L2,172
102
General Overview Business segment reporting breaks out a company's financial data by company divisions, subsidiaries, or other kinds of…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
2,438
93
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 15 MNEMONICS
2,573
94
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 17 DEPRECIATION (WRITTEN-DOWN-VALUE METHOD)
2,147
83
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 16 ECONOMIC ORDER QUANTITY
2,230
75
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
Applied corporate finance 23,435
71
(ppt) Course about working capital and credit analysis .
$25.00 Add to Cart
Budgeting Templates
Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
Operating Budget Excel Template42,598
15685
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Free! Add to Cart
Financial Projection Template15,633
3480
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Free! Add to Cart
Cash Budget Template10,314
1748
A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
Free! Add to Cart
Operating Profit Margin Excel Calculator7,835
960
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Free! Add to Cart
Advanced Personal Budget Template7,898
666
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Free! Add to Cart
By Victor Ho
Actual vs. Budget by Department (Fully Dynamic)8,531
480
This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
$25.00 Add to Cart
Monthly Finance Report (Pivot Table)8,541
454
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
$25.00 Add to Cart
Personal Budget Template6,510
445
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Free! Add to Cart
By Victor Ho
Daily Cash Flow Template5,688
459
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template3,124
418
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 WEEKS4,593
405
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template5,911
275
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 Template17,179
1924
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
Free! Add to Cart
By Tim Vipond
Project Budget Excel Template10,192
1416
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
Free! Add to Cart
Multi-Criteria Analysis (Balance Scorecard) Template10,886
1163
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
Free! Add to Cart
Cost-Volume-Profit (CVP) Analysis Excel Template9,971
1105
Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
Free! Add to Cart
Year over Year Analysis (YoY) Excel Template8,476
1033
This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
Free! Add to Cart
Supply Chain Template9,203
954
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Free! Add to Cart
Gantt Chart Template7,185
890
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Free! Add to Cart
Financial model Free Excel Template to fight COVID-196,110
836
The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template7,498
744
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
Free! Add to Cart
Discounted Cash Flow Model Excel Template7,642
775
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Value Added Excel Template7,316
698
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
Free! Add to Cart
3 YEAR CASH FLOW PROJECTION TEMPLATE5,950
674
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 Template13,299
1294
This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…
Free! Add to Cart
Personal Finance Budget Template8,992
755
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
Free! Add to Cart
Annual Income Calculator Excel Template7,193
573
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
Free! Add to Cart
Home Equity Line of Credit (HELOC) Calculator7,960
465
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Free! Add to Cart
Opportunity Cost Template6,487
452
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Free! Add to Cart
By Victor Ho
Piotroski F Score Calculator6,040
434
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Free! Add to Cart
By Victor Ho
Investment feasibility analysis4,727
356
If you want to decide if your investment good or no , if you want to now if you have…
Free! Add to Cart
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)3,288
246
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Free! Add to Cart
RENT VS. BUY CALCULATOR1,807
138
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
Free! Add to Cart
Personal Financial Planner1,363
92
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
Free! Add to Cart
By SAAD YASEEN
Option Profit Calculator4,777
53
This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
$500.00 Add to Cart
TRADING SYSTEM1,042
40
This model is designed to support medium term traders who hold onto positions for days, weeks or even months. It is not intended…
Free! Add to Cart
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 Calculator18,272
6252
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
Free! Add to Cart
Beneish M Score Calculator13,990
2055
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
Free! Add to Cart
By Victor Ho
Leverage Ratios Excel Model Template9,325
1502
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
Free! Add to Cart
Return on Investment (ROI) Excel Template9,668
1391
Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
Free! Add to Cart
Quick Ratio Excel Calculator8,203
1102
This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
Free! Add to Cart
Debt/Equity Ratio Excel Template8,045
1106
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
Free! Add to Cart
Return on Invested Capital (ROIC) Template6,600
1025
This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
Free! Add to Cart
Operating Cash Flow Ratio Template7,141
1004
Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
Free! Add to Cart
Cash Conversion Ratio Excel Template6,889
978
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
Free! Add to Cart
Cash Ratio Excel Template7,597
875
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
Free! Add to Cart
Return on Assets Excel Template7,788
870
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
Free! Add to Cart
Debt/Asset Ratio Excel Template6,544
860
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
Free! Add to Cart