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!
Real Estate Multi Family Development Excel Model5,428
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This is a fully functional, institutional quality and dynamic real estate Development Financial Model. It’s a powerful model, yet, very user-friendly that will provide…
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By Jair
Real Estate - Land Development Model4,186
6
This financial model can be used to evaluate a real estate investment opportunities such as a land development project. It’s…
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By Jair
Tools of financial analyst9,479
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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…
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Monthly Financial Model Actual vs Budget-10Yr. plan & Valuation3,045
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General overview The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to…
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CFO Excel Template Bundle (10 complete templates)4,467
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This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates…
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Mobile App Business Case Financial Model4,455
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The mobile app financial model provides a comprehensive financial plan template for a mobile app business such as a startup…
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By Jair
Loan Schedule2,556
5
This template will help you calculate loan and interest balances, accrued interest at any point in time on loans granted or issued.…
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Real Estate Condo Development Model - With Pre-sold units4,860
5
This is a fully functional, institutional quality and dynamic real estate Development Financial Model, which will allow the user to…
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By Jair
Financial Dashboard - CFO Dashboard1,694
4
CFO Dashboard is an Excel Template that will help you properly organize major financial indicators in single view and present the most important…
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Financial Dashboard - CEO Dashboard1,691
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CEO Dashboard is an Excel Template that will help you to appropriately organize major financial business indicators in single view and present the…
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Measuring and Modelling Seasonality6,818
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Many businesses are affected by seasonal demand changes. They cause their revenues, expenses, inventory and resource requirements change through the…
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Accounts Receivable Dashboard - Financial Dashboard1,666
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Video Link (https://www.youtube.com/watch?v=ej65WQ9SNoY&t=1s) Accounts Receivable Dashboard is an Excel Template that will help you properly organize major receivable indicators in single…
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Budget vs Actual Dashboard - Financial Dashboard1,790
3
Video link (https://www.youtube.com/watch?v=d3PQN_E6KxA&t=2s) Budget vs Actual Dashboard is an Excel Template that will assist to visualize the actual revenue achievement or…
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Accounts Receivable Dashboard Excel Template2,205
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Monitor outstanding invoices and receivable KPIsThis ready to use Excel Template allows you to record sales invoices and accurately analyse…
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Cash Flow Projection for Project Contracting6,774
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General overview The importance of steady fund income is crucial in construction projects. Cash flow can procure material, pay…
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Income Statement Excel Template1,197
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Monthly and Annual Income Statement with Horizontal, Vertical and Ratios AnalysisThis ready to use Income Statement template with Horizontal, Vertical…
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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 Template70,520
25571
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 Template25,038
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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 Template16,357
2547
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 Calculator13,497
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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 Template11,330
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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
Daily Cash Flow Template14,899
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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 WEEKS11,464
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Personal Budget Template11,559
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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
Simple Cash Flow Statement Template6,972
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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Actual vs. Budget by Department (Fully Dynamic)14,757
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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)14,241
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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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Retail Inventory6,340
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Enter and manage up to 2000 different Products Set custom re-order points for each product Simple and Easy data entry…
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By Hafiz Ali
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 Template29,189
3264
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 Template15,948
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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…
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Multi-Criteria Analysis (Balance Scorecard) Template16,929
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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…
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Cost-Volume-Profit (CVP) Analysis Excel Template16,408
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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…
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Year over Year Analysis (YoY) Excel Template14,059
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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…
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Supply Chain Template15,401
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Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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3 YEAR CASH FLOW PROJECTION TEMPLATE15,551
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Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Financial model Free Excel Template to fight COVID-1913,166
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Gantt Chart Template12,176
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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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Discounted Cash Flow Model Excel Template14,914
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
12 month cash flow statement template11,235
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Free 12 Month Cash Flow Statement Template. 1 Click to Get It! Free 12 Month Cash Flow Statement Template. Free…
Revenue Run Rate Template12,346
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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,…
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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template22,214
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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…
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Personal Finance Budget Template14,557
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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 Template12,869
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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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Opportunity Cost Template12,817
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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
Home Equity Line of Credit (HELOC) Calculator13,587
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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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Piotroski F Score Calculator10,729
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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 analysis8,854
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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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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)8,040
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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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Personal Financial Planner5,206
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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
RENT VS. BUY CALCULATOR5,821
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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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ASSET PORTFOLIO REBALANCING TOOL (2022 RELEASE)4,909
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
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TRADING SYSTEM (ENHANCED 2022 VERSION)5,350
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Designed to support medium term investors who hold onto positions for days, weeks or even months. Best suited for investors…
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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 Calculator31,881
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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 Calculator23,359
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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 Template16,391
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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 Template16,745
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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 Calculator14,194
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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…
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Debt/Equity Ratio Excel Template13,104
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This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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Operating Cash Flow Ratio Template12,030
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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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Return on Invested Capital (ROIC) Template11,592
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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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Cash Conversion Ratio Excel Template11,536
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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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Return on Assets Excel Template13,215
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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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Cash Ratio Excel Template12,414
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Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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Debt/Asset Ratio Excel Template11,339
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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…
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