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
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Break even point is the point at witch there is no profit,no loss
Inventory List with Reorder Level Inventory List with Reorder Level
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General overview   A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
Applied corporate finance
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From this course you will learn every thing about corporate finance
Accumulated Depreciation Template Accumulated Depreciation Template
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General overview   The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
Time Required For Investment To Reach A Specified Value Time Required For Investment To Reach A Specified Value
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Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
Credit Card Reconciliation Model Credit Card Reconciliation Model
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Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
Dynamic Profit & Loss Comparison Dynamic Profit & Loss Comparison
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General overview   This is most important tool to understand and identify the variance.   It will help the business…
Installment Calculator (Annuity) Installment Calculator (Annuity)
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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…
3 Statements Model 3 Statements Model
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General Overview   The template is the combination of the three major reports on a business. It will contain the…
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…
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  …
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  …
Segmental P&L Segmental P&L
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General Overview   Business segment reporting breaks out a company's financial data by company divisions, subsidiaries, or other kinds of…
Applied  corporate finance 2 Applied corporate finance 2
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(ppt) Course about working capital and credit analysis .
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…
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…

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
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An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template
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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template
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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
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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Advanced Personal Budget Template Preview 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!…
Actual vs. Budget by Department (Fully Dynamic)
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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)
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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…
Daily Cash Flow Template
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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 Template
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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 WEEKS
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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 Template
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Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
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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!
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…
project-budget-template-excel 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…
multi-criteria-analysis-balance-scorecard-template-ppt1 Multi-Criteria Analysis (Balance Scorecard) Template
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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…
Cost-Volume-Profit (CVP) Analysis Excel Template
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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…
Year over Year Analysis (YoY) Excel Template
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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…
suppy-chain-template-ppt Supply Chain Template
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Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Gantt Chart Template
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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Financial model Free Excel Template to fight COVID-19
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The coronavirus has turned many small and big companies upside down.   Check this Video Tutorial The decrease in sales,…
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,…
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…
Discounted Cash Flow Model Excel Template
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR   Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel
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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-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…
Personal Finance Budget Template Personal Finance Budget Template
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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
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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
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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
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The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Opportunity Cost Template
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This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Investment feasibility analysis
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If you want to decide if your investment good or no , if you want to now if you have…
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)
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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
RENT VS. BUY CALCULATOR
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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…
Option Profit Calculator
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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…
Personal Financial Planner
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A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
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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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
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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
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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
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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
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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
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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…
Debt/Equity Ratio Excel Template
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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
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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
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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
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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…
Cash Ratio Excel Template
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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
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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…
Return on Assets Excel Template
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Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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