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
1,728
16
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
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Cash Flow Projection Model
1,399
4
This model is a simple method to predict the future cash flow trend to ensure that sufficient funds will be…
$25.00
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Cash Flow Statement/Projection
2,064
2
Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.
$25.00
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Dynamic Profit & Loss Comparison
232
1
General overview This is most important tool to understand and identify the variance. It will help the business…
$25.00
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Return on Investment Analysis (Unprotected)
2,251
1
This excel model allows you to calculate return on investment easily using different methods based on information that you have.…
$25.00
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By Hussain13
Credit Card Reconciliation Model
153
0
Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
$100.00
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By Rahim Damani
Budget vs Actual Filled Chart
505
0
Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…
$25.00
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Tools of financial analyst
821
0
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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Startup Business Plan
1,532
0
This model has been constructed for startup business plan to support general trading. This model is very simple to use…
$50.00
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Online Retail Business IPO-Financial Model
1,287
0
Core Financials Statements- Quarterly IS, Income Statement, Balance Sheet, Cash Flows Supporting Financial Modeling Schedules- Debt, Working Capital, Depreciation Schedules,…
$50.00
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By RAJIB BOSE
Break-even Analysis + Target Profit Analysis
1,975
0
This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…
$25.00
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By Hussain13
Gize_Net Present Value (NPV) Calculator
1,687
0
Gize_Net Present Value (NPV) Calculator helps to evaluate the feasibility of an investment. The tool aids in pre checking the viability…
$25.00
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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
18,461
5982
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 Template
6,051
1487
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 Template
4,516
848
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 Calculator
3,458
482
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)
3,143
458
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…
Advanced Personal Budget Template
2,780
190
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
2,051
145
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
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11
Cash Flow Dashboard Template - first 50 downloads for FREE Cash flow is the money that is moving (flowing) in…
Comprehensive Monthly Management Finance Report (Fully Integrated)
2,071
5
There are two files: the first one is the mapping for the second file. Convert your TB into your special…
Budget Template
2,339
5
This is long term budget covering the time of year or 12-period showing performance analysis versus previous year in addition…
$50.00
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BUDGET Templates
933
1
This is flexible budget by using technical and marketing information to now the demand and market share .its include -sales…
$25.00
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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
4,732
690
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 Template
3,875
439
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) Template
5,212
565
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 Template
3,864
493
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 Template
2,758
427
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 Template
3,199
340
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 Template
3,174
327
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 Template
3,900
477
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 Template
6,509
741
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
2,327
1
The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…
Financial planning
2,468
1
This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…
$25.00
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Contracting project financial plan
2,884
160
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 Template
5,515
535
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 Template
2,791
275
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 Template
4,044
338
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 Calculator
2,344
211
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
3,131
215
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 calculator
1,503
0
As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…
$25.00
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By
FinanceGuyHQ
Remaining mortgage calculator
1,745
1
Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
$25.00
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By
FinanceGuyHQ
Personal Budget Spreadsheet
1,664
0
This simple tool helps individuals to set personal budgets to meet spending and saving goals. You will set a budget…
$25.00
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By
FinanceGuyHQ
UK Self Assessment Tax Calculator
1,544
0
Tool for estimating income and national insurance tax for self-employed workers in the UK. The calculator can be adapted to…
$25.00
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By
FinanceGuyHQ
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner
1,718
1
Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
$25.00
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By
FinanceGuyHQ
Opportunity Cost Template
2,074
146
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
1,355
94
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 Calculator
3,534
415
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 Template
3,505
578
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 Template
2,967
309
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 Template
2,744
397
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 Template
3,416
354
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 Template
2,832
327
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 Template
2,736
224
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 Template
2,637
331
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 Template
3,609
405
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 Template
2,416
232
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 Template
2,286
185
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 Template
2,250
199
This Dividend Payout Ratio Excel Template is an educational tool that shows you how to calculate the dividend payout ratio…
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