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…
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…
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)),…
Financial Reporting Checklist Financial Reporting Checklist
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The checklist is a great tool to assist in ensuring compliance with all relevant requirements
Applied  corporate finance 2 Applied corporate finance 2
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(ppt) Course about working capital and credit analysis .
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…
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…
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…
Cash Flow Projection Model Cash Flow Projection Model
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This model is a simple method to predict the future cash flow trend to ensure that sufficient funds will be…
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  …
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  …
Cash Flow Projection for FMCG Cash Flow Projection for FMCG
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General overview   Certainly, as confidence in the economy struggles to catch-up to growth, many healthy firms can end up…
Tools of financial analyst Tools of financial analyst
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This is financial analyst package,  its include: -balance sheet as (IFRS standers) -Income Statement as(IFRS standers) -horizontal and vertical analysis…

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…
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…
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!…
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…
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…
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…
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…
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.…
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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-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…
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…
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…
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…
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…
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…
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…
Tariff Setting Methodology - Oil & Gas Downstream Business
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The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…
Feasibility Study Screenshot Image Financial planning
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This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…
Contracting project financial plan
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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-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…
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…
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…
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…
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…
UK stamp duty land tax calculator
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As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…
Remaining mortgage calculator
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Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
Personal Budget Spreadsheet
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This simple tool helps individuals to set personal budgets to meet spending and saving goals. You will set a budget…
UK Self Assessment Tax Calculator
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Tool for estimating income and national insurance tax for self-employed workers in the UK. The calculator can be adapted to…
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…
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…
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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-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…
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…
Acid Test Ratio Excel Template
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Acid-Test Ratio, also referred to as the quick ratio, measures the short-term liquidity of a company by looking at how…
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…
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…
Contribution Margin Ratio Excel Template
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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…
Current Ratio Excel Template
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Current ratio, also called the working capital ratio, is a liquidity ratio that measures how well a company meets its…
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…
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…
Debt Service Coverage Ratio Excel Template
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This Debt Service Coverage Ratio (DCSR) Template includes a debt schedule and income statement for a sample calculation of the…
Dividend Coverage Ratio Excel Template
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Dividend coverage ratio (DCR), or dividend cover, is a financial ratio which tells how many times a company is able…
Dividend Payout Ratio Excel Template
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This Dividend Payout Ratio Excel Template is an educational tool that shows you how to calculate the dividend payout ratio…
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