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
3,748
238
Break even point is the point at witch there is no profit,no loss
Free! Add to Cart
Inventory List with Reorder Level3,512
215
General overview A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
Free! Add to Cart
Applied corporate finance
3,187
206
From this course you will learn every thing about corporate finance
Free! Add to Cart
Accumulated Depreciation Template3,069
205
General overview The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
Free! Add to Cart
Time Required For Investment To Reach A Specified Value4,373
173
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
Free! Add to Cart
Credit Card Reconciliation Model3,347
133
Generally for any reconciliation, there is a common key which is lookup to reconcile, for e.g. check numbers in Bank…
Free! Add to Cart
By Rahim Damani
Dynamic Profit & Loss Comparison5,536
128
General overview This is most important tool to understand and identify the variance. It will help the business…
$25.00 Add to Cart
Installment Calculator (Annuity)1,840
90
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…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 13 BANK RECONCILIATION STATEMENT
1,738
87
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
3 Statements Model1,069
90
General Overview The template is the combination of the three major reports on a business. It will contain the…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 11 WORKING CAPITAL
1,788
75
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
1,761
74
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
Free! Add to Cart
Segmental P&L1,497
74
General Overview Business segment reporting breaks out a company's financial data by company divisions, subsidiaries, or other kinds of…
Free! Add to Cart
Applied corporate finance 22,761
71
(ppt) Course about working capital and credit analysis .
$25.00 Add to Cart
SIMPLE ACCOUNTING-SECRETS - 15 MNEMONICS
1,737
67
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
SIMPLE ACCOUNTING-SECRETS - 17 DEPRECIATION (WRITTEN-DOWN-VALUE METHOD)
1,579
64
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
Free! Add to Cart
Budgeting Templates
Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
Operating Budget Excel Template37,384
13535
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Free! Add to Cart
Financial Projection Template13,808
3092
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Free! Add to Cart
Cash Budget Template9,185
1587
A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
Free! Add to Cart
Operating Profit Margin Excel Calculator6,990
876
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Free! Add to Cart
Advanced Personal Budget Template6,893
580
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Free! Add to Cart
By Victor Ho
Actual vs. Budget by Department (Fully Dynamic)7,382
471
This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
$25.00 Add to Cart
Monthly Finance Report (Pivot Table)7,307
449
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
$25.00 Add to Cart
Personal Budget Template5,535
400
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Free! Add to Cart
By Victor Ho
Daily Cash Flow Template4,149
367
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template2,528
360
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 WEEKS3,309
311
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template4,473
270
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 Template15,147
1714
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
Free! Add to Cart
By Tim Vipond
Project Budget Excel Template9,195
1291
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
Free! Add to Cart
Multi-Criteria Analysis (Balance Scorecard) Template9,885
1070
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
Free! Add to Cart
Cost-Volume-Profit (CVP) Analysis Excel Template8,779
997
Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
Free! Add to Cart
Year over Year Analysis (YoY) Excel Template7,589
936
This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
Free! Add to Cart
Supply Chain Template8,032
863
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Free! Add to Cart
Gantt Chart Template6,151
815
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Free! Add to Cart
Financial model Free Excel Template to fight COVID-194,956
719
The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template6,627
679
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
Free! Add to Cart
Value Added Excel Template6,445
632
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
Free! Add to Cart
Discounted Cash Flow Model Excel Template6,519
658
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel5,500
523
In this post I have collected a handful of techniques for working with data in Excel: looking up values, matching…
Free! Add to Cart
Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template11,900
1141
This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…
Free! Add to Cart
Personal Finance Budget Template8,034
678
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
Free! Add to Cart
Annual Income Calculator Excel Template6,263
519
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
Free! Add to Cart
Home Equity Line of Credit (HELOC) Calculator6,822
424
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Free! Add to Cart
Piotroski F Score Calculator5,240
406
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Free! Add to Cart
By Victor Ho
Opportunity Cost Template5,557
394
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Free! Add to Cart
By Victor Ho
Investment feasibility analysis4,023
323
If you want to decide if your investment good or no , if you want to now if you have…
Free! Add to Cart
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)2,423
188
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Free! Add to Cart
RENT VS. BUY CALCULATOR1,257
89
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
Free! Add to Cart
Option Profit Calculator4,029
53
This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
$500.00 Add to Cart
Personal Financial Planner705
37
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
Free! Add to Cart
By SAAD YASEEN
Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner4,615
1
Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
$25.00 Add to Cart
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 Calculator15,468
5185
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
Free! Add to Cart
Beneish M Score Calculator12,250
1733
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
Free! Add to Cart
By Victor Ho
Leverage Ratios Excel Model Template8,182
1342
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
Free! Add to Cart
Return on Investment (ROI) Excel Template8,601
1223
Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
Free! Add to Cart
Quick Ratio Excel Calculator7,261
972
This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
Free! Add to Cart
Debt/Equity Ratio Excel Template7,180
972
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
Free! Add to Cart
Cash Conversion Ratio Excel Template6,029
877
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
Free! Add to Cart
Return on Invested Capital (ROIC) Template5,867
899
This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
Free! Add to Cart
Operating Cash Flow Ratio Template6,255
890
Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
Free! Add to Cart
Cash Ratio Excel Template6,735
783
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
Free! Add to Cart
Debt/Asset Ratio Excel Template5,741
764
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
Free! Add to Cart
Return on Assets Excel Template6,937
758
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
Free! Add to Cart