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
1,899
158
Break even point is the point at witch there is no profit,no loss
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Inventory List with Reorder Level1,666
141
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
1,579
134
From this course you will learn every thing about corporate finance
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Accumulated Depreciation Template1,457
132
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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Dynamic Profit & Loss Comparison3,260
127
General overview This is most important tool to understand and identify the variance. It will help the business…
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Time Required For Investment To Reach A Specified Value2,896
115
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
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Financial Reporting Checklist1,052
103
The checklist is a great tool to assist in ensuring compliance with all relevant requirements
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Applied corporate finance 21,192
71
(ppt) Course about working capital and credit analysis .
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Credit Card Reconciliation Model1,502
73
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
Installment Calculator (Annuity)611
36
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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SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
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12
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 - 11 WORKING CAPITAL
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11
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
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Cash Flow Projection Model2,779
5
This model is a simple method to predict the future cash flow trend to ensure that sufficient funds will be…
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SIMPLE ACCOUNTING-SECRETS - 16 ECONOMIC ORDER QUANTITY
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4
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 - 15 MNEMONICS
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4
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 Template27,136
9493
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 Template10,438
2354
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 Template6,871
1249
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 Calculator5,170
702
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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Actual vs. Budget by Department (Fully Dynamic)5,227
464
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)4,957
445
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Advanced Personal Budget Template4,777
410
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 Template3,696
290
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 Template2,000
266
Get free nicely built Cash Flow Dashboard for your business. Analyze the movements of cash inside your business smart and…
Simple Cash Flow Statement Template1,546
217
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Daily Cash Flow Template1,601
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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS1,169
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
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 Template7,047
1021
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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Supply Chain Template5,931
687
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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Multi-Criteria Analysis (Balance Scorecard) Template7,652
836
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 Template6,437
768
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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Gantt Chart Template4,417
654
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 Template4,909
523
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 Template4,738
492
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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Year over Year Analysis (YoY) Excel Template5,672
727
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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Capital Expenditures Budget Template10,822
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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 Business3,756
1
The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…
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Financial planning4,231
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This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…
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Contracting project financial plan4,511
162
The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template8,599
892
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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Annual Income Calculator Excel Template4,294
424
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
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Personal Finance Budget Template6,048
525
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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Piotroski F Score Calculator3,674
331
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) Calculator4,717
346
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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UK stamp duty land tax calculator2,514
0
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 calculator2,892
1
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 Spreadsheet2,979
0
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 Calculator2,694
0
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 Planner2,868
1
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 Template3,746
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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 analysis2,523
231
If you want to decide if your investment good or no , if you want to now if you have…
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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!
Quick Ratio Excel Calculator5,317
741
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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Leverage Ratios Excel Model Template5,769
1032
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
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Acid Test Ratio Excel Template4,552
560
Acid-Test Ratio, also referred to as the quick ratio, measures the short-term liquidity of a company by looking at how…
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Cash Conversion Ratio Excel Template4,261
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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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Cash Ratio Excel Template5,070
605
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Contribution Margin Ratio Excel Template4,286
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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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Current Ratio Excel Template4,052
405
Current ratio, also called the working capital ratio, is a liquidity ratio that measures how well a company meets its…
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Debt/Asset Ratio Excel Template4,073
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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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Debt/Equity Ratio Excel Template5,443
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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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Debt Service Coverage Ratio Excel Template3,842
405
This Debt Service Coverage Ratio (DCSR) Template includes a debt schedule and income statement for a sample calculation of the…
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Dividend Coverage Ratio Excel Template3,712
325
Dividend coverage ratio (DCR), or dividend cover, is a financial ratio which tells how many times a company is able…
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Dividend Payout Ratio Excel Template3,575
353
This Dividend Payout Ratio Excel Template is an educational tool that shows you how to calculate the dividend payout ratio…
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