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!

Time Required For Investment To Reach A Specified Value

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1,803

Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…

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By Excel-lent Solutions

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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By eCorporateFinance

Cash Flow Projection Model

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1,485

This model is a simple method to predict the future cash flow trend to ensure that sufficient funds will be…

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By eCorporateFinance

Cash Flow Statement/Projection

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2,153

Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.

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By Excel-lent Solutions

Dynamic Profit & Loss Comparison

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363

General overview This is most important tool to understand and identify the variance. It will help the business…

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By eCorporateFinance

Return on Investment Analysis (Unprotected)

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2,312

This excel model allows you to calculate return on investment easily using different methods based on information that you have.…

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By Hussain13

Credit Card Reconciliation Model

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270

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

Budget vs Actual Filled Chart

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558

Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…

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By Excel-lent Solutions

Tools of financial analyst

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888

This is financial analyst package, its include: -balance sheet as (IFRS standers) -Income Statement as(IFRS standers) -horizontal and vertical analysis…

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By RDA Consultant

Startup Business Plan

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1,634

This model has been constructed for startup business plan to support general trading. This model is very simple to use…

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By eCorporateFinance

Online Retail Business IPO-Financial Model

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1,354

Core Financials Statements- Quarterly IS, Income Statement, Balance Sheet, Cash Flows Supporting Financial Modeling Schedules- Debt, Working Capital, Depreciation Schedules,…

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By RAJIB BOSE

Break-even Analysis + Target Profit Analysis

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2,072

This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…

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By Hussain13

Gize_Net Present Value (NPV) Calculator

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1,768

Gize_Net Present Value (NPV) Calculator helps to evaluate the feasibility of an investment. The tool aids in pre checking the viability…

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By Gize template

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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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By Corporate Finance Institute®

Financial Projection Template

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1550

This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…

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By Corporate Finance Institute®

Cash Budget Template

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872

A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…

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By Corporate Finance Institute®

Operating Profit Margin Excel Calculator

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495

Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…

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By Corporate Finance Institute®

Actual vs. Budget by Department (Fully Dynamic)

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458

This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Monthly Finance Report (Pivot Table)

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442

The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

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

233

Cash Flow Dashboard Template - first 50 downloads for FREE Cash flow is the money that is moving (flowing) in…

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By finmodelslab.com - financial model templates

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…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Budget Template

2,438

This is long term budget covering the time of year or 12-period showing performance analysis versus previous year in addition…

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By eCorporateFinance

BUDGET Templates

1,013

This is flexible budget by using technical and marketing information to now the demand and market share .its include -sales…

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By RDA Consultant

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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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By Corporate Finance Institute®

Supply Chain Template

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457

Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…

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By Corporate Finance Institute®

Multi-Criteria Analysis (Balance Scorecard) Template

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585

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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By Corporate Finance Institute®

Cost-Volume-Profit (CVP) Analysis Excel Template

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512

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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By Corporate Finance Institute®

Gantt Chart Template

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444

A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…

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By Corporate Finance Institute®

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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By Corporate Finance Institute®

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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By Corporate Finance Institute®

Year over Year Analysis (YoY) Excel Template

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495

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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By Corporate Finance Institute®

Capital Expenditures Template Product image

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

2,432

The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Financial planning

2,588

This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…

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By RDA Consultant

Contracting project financial plan

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161

The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…

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By RDA Consultant

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Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.

personal-financial-statement-template-excel

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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By Corporate Finance Institute®

Annual Income Calculator Excel Template

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285

This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…

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By Corporate Finance Institute®

Personal Finance Budget Template

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352

This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…

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By Corporate Finance Institute®

Piotroski F Score Calculator

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219

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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220

This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…

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By Corporate Finance Institute®

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…

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By FinanceGuyHQ

Remaining mortgage calculator

1,825

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 Spreadsheet

1,742

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 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…

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By FinanceGuyHQ

Opportunity Cost Template

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156

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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102

If you want to decide if your investment good or no , if you want to now if you have…

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By RDA Consultant

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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!