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
3,699
234
Break even point is the point at witch there is no profit,no loss
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Inventory List with Reorder Level3,469
212
General overview A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
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Applied corporate finance
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From this course you will learn every thing about corporate finance
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Accumulated Depreciation Template3,033
202
General overview The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
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Time Required For Investment To Reach A Specified Value4,327
171
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
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Credit Card Reconciliation Model3,292
131
Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
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By Rahim Damani
Dynamic Profit & Loss Comparison5,487
128
General overview This is most important tool to understand and identify the variance. It will help the business…
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Installment Calculator (Annuity)1,817
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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…
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SIMPLE ACCOUNTING-SECRETS - 13 BANK RECONCILIATION STATEMENT
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Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
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3 Statements Model1,039
85
General Overview The template is the combination of the three major reports on a business. It will contain the…
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SIMPLE ACCOUNTING-SECRETS - 11 WORKING CAPITAL
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Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
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SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
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Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
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Segmental P&L1,463
72
General Overview Business segment reporting breaks out a company's financial data by company divisions, subsidiaries, or other kinds of…
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Applied corporate finance 22,722
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(ppt) Course about working capital and credit analysis .
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SIMPLE ACCOUNTING-SECRETS - 15 MNEMONICS
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Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
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SIMPLE ACCOUNTING-SECRETS - 17 DEPRECIATION (WRITTEN-DOWN-VALUE METHOD)
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Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
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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 Template37,006
13361
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 Template13,710
3066
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 Template9,118
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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 Calculator6,934
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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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Advanced Personal Budget Template6,829
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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
Actual vs. Budget by Department (Fully Dynamic)7,319
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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)7,235
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Personal Budget Template5,481
398
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
Daily Cash Flow Template4,057
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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template2,502
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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 WEEKS3,236
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template4,397
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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 Template15,003
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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
Project Budget Excel Template9,140
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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) Template9,821
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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 Template8,711
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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 Template7,541
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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 Template7,967
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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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Gantt Chart Template6,098
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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 Template6,581
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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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Financial model Free Excel Template to fight COVID-194,902
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Value Added Excel Template6,399
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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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Discounted Cash Flow Model Excel Template6,452
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel5,454
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In this post I have collected a handful of techniques for working with data in Excel: looking up values, matching…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template11,803
1128
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 Template7,972
671
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 Template6,211
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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) Calculator6,754
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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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Piotroski F Score Calculator5,188
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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
Opportunity Cost Template5,510
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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 analysis3,982
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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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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)2,361
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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 CALCULATOR1,233
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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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Option Profit Calculator3,991
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This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
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Personal Financial Planner666
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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
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner4,571
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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
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 Calculator15,277
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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 Calculator12,139
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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 Template8,117
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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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Return on Investment (ROI) Excel Template8,548
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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 Calculator7,197
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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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Debt/Equity Ratio Excel Template7,135
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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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Cash Conversion Ratio Excel Template5,973
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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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Return on Invested Capital (ROIC) Template5,829
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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 Template6,204
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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 Ratio Excel Template6,692
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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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Debt/Asset Ratio Excel Template5,706
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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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Contribution Margin Ratio Excel Template6,026
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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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