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 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…
Real Estate - Land Development Model Real Estate - Land Development Model
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This financial model can be used to evaluate a real estate investment opportunities such as a land development project. It’s…
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…
Monthly Financial Model Actual vs Budget-10Yr. plan & Valuation Monthly Financial Model Actual vs Budget-10Yr. plan & Valuation
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 General overview The template has been constructed for monthly financial reporting for general trading industry, It is incredibly simple to…
CFO Excel Template Bundle (10 complete templates) CFO Excel Template Bundle (10 complete templates)
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This CFO excel template bundle is of great value to serious financial modelers and chief financial officers. It includes templates…
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…
Loan Schedule Loan Schedule
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This template will help you calculate loan and interest balances, accrued interest at any point in time on loans granted or issued.…
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…
Financial Dashboard - CFO Dashboard Financial Dashboard - CFO Dashboard
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 CFO Dashboard is an Excel Template that will help you properly organize major financial indicators in single view and present the most important…
Financial Dashboard - CEO Dashboard Financial Dashboard - CEO Dashboard
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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…
Measuring and Modelling Seasonality Measuring and Modelling Seasonality
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Many businesses are affected by seasonal demand changes. They cause their revenues, expenses, inventory and resource requirements change through the…
Accounts Receivable Dashboard - Financial Dashboard Accounts Receivable Dashboard - Financial Dashboard
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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…
Budget vs Actual Dashboard - Financial Dashboard Budget vs Actual Dashboard - Financial Dashboard
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 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…
Accounts Receivable Dashboard Excel Template Accounts Receivable Dashboard Excel Template
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Monitor outstanding invoices and receivable KPIsThis ready to use Excel Template allows you to record sales invoices and accurately analyse…
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…
Income Statement Excel Template Income Statement Excel Template
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Monthly and Annual Income Statement with Horizontal, Vertical and Ratios AnalysisThis ready to use Income Statement template with Horizontal, Vertical…

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!…
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.…
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…
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…
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…
Retail Inventory
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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…

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…
3 YEAR CASH FLOW PROJECTION TEMPLATE
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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-19
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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 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…
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…
12 month cash flow statement template
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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 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,…

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…
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…
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…
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…
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…
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…
ASSET PORTFOLIO REBALANCING TOOL (2022 RELEASE)
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
TRADING SYSTEM (ENHANCED 2022 VERSION)
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Designed to support medium term investors who hold onto positions for days, weeks or even months. Best suited for investors…

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…
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…
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…
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 Assets Excel Template
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Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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…