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!

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Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…
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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…
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By Hussain13

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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…
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Budgeting Templates
Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!

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An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
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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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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, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
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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

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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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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
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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

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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…

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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…

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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…

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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!

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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

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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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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 analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
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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 is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
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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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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…

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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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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…

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This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
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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.

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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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This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
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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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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
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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

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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

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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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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
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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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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

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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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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!

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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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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

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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) is a financial metric intended for the measurement of benefits an investor receives for the amount…
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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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This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
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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 is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
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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, 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 (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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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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