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
(0)
1,796
156
Break even point is the point at witch there is no profit,no loss
Inventory List with Reorder Level Inventory List with Reorder Level
(0)
1,566
139
General overview   A company's inventory is one of its most valuable assets. In retail, manufacturing, food service, and other inventory-intensive…
Applied corporate finance
(0)
1,488
131
From this course you will learn every thing about corporate finance
Accumulated Depreciation Template Accumulated Depreciation Template
(0)
1,365
130
General overview   The template is an important tool for a company to accurately record its PP&E on its balance sheet.…
Dynamic Profit & Loss Comparison Dynamic Profit & Loss Comparison
(1)
3,174
127
General overview   This is most important tool to understand and identify the variance.   It will help the business…
Time Required For Investment To Reach A Specified Value Time Required For Investment To Reach A Specified Value
(0)
2,796
113
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
(0)
970
99
The checklist is a great tool to assist in ensuring compliance with all relevant requirements
Applied  corporate finance 2 Applied corporate finance 2
(0)
1,088
71
(ppt) Course about working capital and credit analysis .
Credit Card Reconciliation Model Credit Card Reconciliation Model
(0)
1,372
64
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)
(0)
518
35
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
(0)
140
8
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled SIMPLE SECRETS…
SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
(0)
129
6
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
(0)
130
5
Useful to accountancy students, teachers and non-finance persons   This template is a part of a bigger compilation titled  …
Cash Flow Projection Model Cash Flow Projection Model
(0)
2,703
5
This model is a simple method to predict the future cash flow trend to ensure that sufficient funds will be…
Cash Flow Projection for FMCG Cash Flow Projection for FMCG
(0)
1,267
2
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
(0)
1,990
2
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
15
26,708
9326
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template
3
10,300
2325
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template
6,762
1232
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
5,104
694
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)
1
5,089
463
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)
2
4,812
445
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
4,660
407
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Personal Budget Template
3,607
288
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Cash Flow Dashboard Template
1,901
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 Template
1,499
215
Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Daily Cash Flow Template
1,476
176
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
1,073
132
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
See all

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
1
6,929
1009
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
5,812
681
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
7,539
830
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
6,300
761
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
4,307
649
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Revenue Run Rate Template
4,812
517
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
4,679
488
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
5,571
721
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
10,609
1222
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
3,657
1
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
4,116
1
This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…
Contracting project financial plan
4,423
162
The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…
See all

Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.
personal-financial-statement-template-excel Personal Financial Statement Excel Template
1
8,443
880
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
4,200
421
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
5,930
518
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
3,577
326
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
4,613
344
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
2,447
0
As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…
Remaining mortgage calculator
2,819
1
Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…
Personal Budget Spreadsheet
2,886
0
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
2,618
0
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
2,781
1
Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…
Opportunity Cost Template
3,645
292
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Investment feasibility analysis
2,451
228
If you want to decide if your investment good or no , if you want to now if you have…
See all

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
5,243
730
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
5,638
1022
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
4,478
554
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
4,150
664
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
Cash Ratio Excel Template
4,969
597
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
4,200
560
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
3,969
400
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
3,981
562
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
5,334
724
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
3,769
401
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
3,620
321
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
3,470
347
This Dividend Payout Ratio Excel Template is an educational tool that shows you how to calculate the dividend payout ratio…
See all