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!
Accounts Receivable Analysis4,496
255
General overview The Accounts Receivable Analysis template is an efficient tool to evaluate a company’s Debtors and Accounts Receivable.…
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Inventory List with Reorder Level4,395
245
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
3,940
235
From this course you will learn every thing about corporate finance
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Accumulated Depreciation Template3,753
237
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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Time Required For Investment To Reach A Specified Value5,073
198
Determine the time required for an investment to reach a specified value by entering the starting value (present value (PV)),…
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Credit Card Reconciliation Model4,386
159
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
3 Statements Model1,763
151
General Overview The template is the combination of the three major reports on a business. It will contain the…
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Installment Calculator (Annuity)2,566
108
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 - 11 WORKING CAPITAL
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101
Useful to accountancy students, teachers and non-finance persons This template is a part of a bigger compilation titled …
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Segmental P&L2,209
102
General Overview Business segment reporting breaks out a company's financial data by company divisions, subsidiaries, or other kinds of…
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SIMPLE ACCOUNTING-SECRETS - 12 TYPES OF AUDIT
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93
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 - 15 MNEMONICS
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94
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 - 17 DEPRECIATION (WRITTEN-DOWN-VALUE METHOD)
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84
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 - 16 ECONOMIC ORDER QUANTITY
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75
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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Applied corporate finance 23,464
71
(ppt) Course about working capital and credit analysis .
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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 Template42,772
15769
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 Template15,726
3492
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 Template10,366
1752
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 Calculator7,883
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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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Advanced Personal Budget Template7,949
672
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
Actual vs. Budget by Department (Fully Dynamic)8,593
480
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)8,588
454
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Personal Budget Template6,552
448
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
Daily Cash Flow Template5,761
461
Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Simple Cash Flow Statement Template3,142
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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 WEEKS4,646
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Cash Flow Dashboard Template5,967
275
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 Template17,290
1937
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
Project Budget Excel Template10,234
1421
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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Multi-Criteria Analysis (Balance Scorecard) Template10,924
1165
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 Template10,035
1107
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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Year over Year Analysis (YoY) Excel Template8,534
1035
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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Supply Chain Template9,266
956
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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Gantt Chart Template7,225
893
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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Financial model Free Excel Template to fight COVID-196,155
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Revenue Run Rate Template7,545
744
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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Discounted Cash Flow Model Excel Template7,705
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Value Added Excel Template7,354
699
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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3 YEAR CASH FLOW PROJECTION TEMPLATE6,042
680
Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template13,371
1301
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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Personal Finance Budget Template9,035
759
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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Annual Income Calculator Excel Template7,243
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This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
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Home Equity Line of Credit (HELOC) Calculator8,008
467
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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Opportunity Cost Template6,540
454
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
Piotroski F Score Calculator6,075
434
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
Investment feasibility analysis4,757
359
If you want to decide if your investment good or no , if you want to now if you have…
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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)3,353
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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
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RENT VS. BUY CALCULATOR1,851
140
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
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Personal Financial Planner1,411
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A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
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By SAAD YASEEN
Option Profit Calculator4,839
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This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
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TRADING SYSTEM1,074
42
This model is designed to support medium term traders who hold onto positions for days, weeks or even months. It is not intended…
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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!
Financial Ratios Calculator18,402
6303
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
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Beneish M Score Calculator14,070
2064
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
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By Victor Ho
Leverage Ratios Excel Model Template9,371
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Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
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Return on Investment (ROI) Excel Template9,712
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Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
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Quick Ratio Excel Calculator8,250
1106
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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Debt/Equity Ratio Excel Template8,088
1107
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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Return on Invested Capital (ROIC) Template6,636
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This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
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Operating Cash Flow Ratio Template7,196
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Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
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Cash Conversion Ratio Excel Template6,930
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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 Template7,650
877
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Return on Assets Excel Template7,826
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Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Debt/Asset Ratio Excel Template6,589
860
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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