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!
Cash Flow Projection for Project Contracting Cash Flow Projection for Project Contracting
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General overview   The importance of steady fund income is crucial in construction projects. Cash flow can procure material, pay…
Startup Business Plan Startup Business Plan
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This model has been constructed for startup business plan to support general trading. This model is very simple to use…
Online Retail Business IPO-Financial Model Online Retail Business IPO-Financial Model
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Core Financials Statements- Quarterly IS, Income Statement, Balance Sheet, Cash Flows Supporting Financial Modeling Schedules- Debt, Working Capital, Depreciation Schedules,…
Return on Investment Analysis (Unprotected) Return on Investment Analysis (Unprotected)
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This excel model allows you to calculate return on investment easily using different methods based on information that you have.…
Project Finance Model - Advanced Ratios Project Finance Model - Advanced Ratios
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This project finance model is an advance version of the model you can find under the following link: https://marketplace.corporatefinanceinstitute.com/financial-model-templates/project-finance-model-base/ It…
Van Westendorp’s Pricing Method Van Westendorp’s Pricing Method
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Introduced in 1976, this method has now become one of the most popular approaches to perform pricing analysis. The method…
Mobile App Business Case Financial Model Mobile App Business Case Financial Model
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The mobile app financial model provides a comprehensive financial plan template for a mobile app business such as a startup…
Real Estate Condo Development Model - With Pre-sold units Real Estate Condo Development Model - With Pre-sold units
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This is a fully functional, institutional quality and dynamic real estate Development Financial Model, which will allow the user to…
Restaurant Financial Model Restaurant Financial Model
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Description Taking into account key assumptions such as number of seats, the average turnover per seat, average check for the different menu items, and the combination of fixed and variable costs, the model provides…
Real Estate Multi Family Development Excel Model Real Estate Multi Family Development Excel Model
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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…
Live Portfolio Investor's Model
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This is a live equity portfolio model based on US Equities to understand the growth and returns of the stock…
Loan Amortization Schedule with Prepayment Loan Amortization Schedule with Prepayment
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Hi All, This Loan Amortization Schedule Template will help you analyze your loan along with the Prepayment option. Regards, Shashi
Budget vs Actual Filled Chart Budget vs Actual Filled Chart
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Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…
Break-even Analysis + Target Profit Analysis Break-even Analysis + Target Profit Analysis
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This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…
Gize_Net Present Value (NPV) Calculator Gize_Net Present Value (NPV) Calculator
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Gize_Net Present Value (NPV) Calculator helps to evaluate the feasibility of an investment. The tool aids in pre checking the viability…

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…
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!…
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…
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…
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…
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…
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.…
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…
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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!
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…
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…
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…
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…
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…
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,…
Financial model Free Excel Template to fight COVID-19
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The coronavirus has turned many small and big companies upside down.   Check this Video Tutorial The decrease in sales,…
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…
Discounted Cash Flow Model Excel Template
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR   Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Analysing data in Excel
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In this post I have collected a handful of techniques for working with data in Excel: looking up values, matching…
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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…
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…
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…
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…
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…
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…
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)
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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
RENT VS. BUY CALCULATOR
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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…
Option Profit Calculator
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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…
Personal Financial Planner
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A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
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…
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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 Calculator
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Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
beneish m score calculator preview Beneish M Score Calculator
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The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
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…
Return on Investment (ROI) Excel Template
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Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
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…
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…
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…
Return on Invested Capital (ROIC) Template
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This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
Operating Cash Flow Ratio Template
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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…
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…
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…
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…
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