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
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Inventory List with Reorder Level3,550
216
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 Template3,107
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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.…
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Time Required For Investment To Reach A Specified Value4,397
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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 Model3,398
134
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 Comparison5,591
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)1,866
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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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3 Statements Model1,092
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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 - 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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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&L1,517
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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 22,776
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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 Template37,631
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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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Financial Projection Template13,886
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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 Template9,236
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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 Calculator7,029
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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 Template6,929
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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)7,431
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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)7,356
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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 Template5,565
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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
Daily Cash Flow Template4,221
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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 Template2,565
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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 WEEKS3,358
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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 Template4,520
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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 Template15,248
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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 Template9,241
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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) Template9,922
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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 Template8,830
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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 Template7,640
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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 Template8,086
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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 Template6,186
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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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Financial model Free Excel Template to fight COVID-194,999
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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 Template6,670
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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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Value Added Excel Template6,477
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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 Template6,576
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel5,545
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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 Template11,963
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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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Personal Finance Budget Template8,077
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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 Template6,318
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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) Calculator6,858
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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 Calculator5,272
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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 Template5,585
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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 analysis4,052
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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)2,459
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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 CALCULATOR1,284
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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 Calculator4,065
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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 Planner732
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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 Planner4,646
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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 Calculator15,598
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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 Calculator12,317
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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 Template8,225
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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 Template8,641
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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 Calculator7,295
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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 Template7,227
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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 Template6,064
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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) Template5,903
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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 Template6,295
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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 Template6,781
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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 Template5,784
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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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Return on Assets Excel Template6,977
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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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