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 Statement/Projection Cash Flow Statement/Projection
(0)
8,386
2
Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.
Income Statement Excel Template Income Statement Excel Template
(0)
132
1
Monthly and Annual Income Statement with Horizontal, Vertical and Ratios AnalysisThis ready to use Income Statement template with Horizontal, Vertical…
Accounts Receivable Dashboard - Financial Dashboard Accounts Receivable Dashboard - Financial Dashboard
(0)
772
1
 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…
Financial Dashboard Template Financial Dashboard Template
(0)
700
1
 (Video link to use the dashboard given in the dashboard)Use Our Financial Excel Dashboard Templates to Organize Vital Information   Take a…
Financial Dashboard - CFO Dashboard Financial Dashboard - CFO Dashboard
(0)
710
1
 CFO Dashboard is an Excel Template that will help you properly organize major financial indicators in single view and present the most important…
Accounts Receivable Dashboard Excel Template Accounts Receivable Dashboard Excel Template
(0)
830
1
Monitor outstanding invoices and receivable KPIsThis ready to use Excel Template allows you to record sales invoices and accurately analyse…
Customer Spend and Retention Pattern: Revenue Modeling Customer Spend and Retention Pattern: Revenue Modeling
(0)
1,112
1
This is a great bottom-up modeling style to use in order to more accurately forecast expected revenues. When modeling the…
Capital Budgeting Model Capital Budgeting Model
(0)
1,996
1
 Capital Budgeting consists of a process that companies use for decision making on investment projects that usually have a long-term…
Single Family Development Model Pro-Forma Template Single Family Development Model Pro-Forma Template
(0)
1,963
1
  This is a fully functional, institutional quality and dynamic real estate financial model for calculating the return of the…
Project Finance Model - Advanced Ratios Project Finance Model - Advanced Ratios
(0)
3,907
1
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…
Bakery Financial Plan Bakery Financial Plan
(0)
3,740
1
This financial model can be utilized to evaluate a bakery business feasibility. This template is detailed, robust and very user-friendly.…
Online Retail Business IPO-Financial Model Online Retail Business IPO-Financial Model
(0)
6,755
1
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)
(0)
8,165
1
This excel model allows you to calculate return on investment easily using different methods based on information that you have.…
CashFlow Calender CashFlow Calender
(0)
46
0
 It's simple, logical and very, very effective. It's the XLDB Cashflow calendar.The concept is simple, import for historical expenses, and…
Pitch Deck Financial Visualizations: General Template Pitch Deck Financial Visualizations: General Template
(0)
352
0
 This template is designed to make it easy to create professional visualizations. All the charts have been done so the…
Country Macroeconomic Factsheet Excel Template Country Macroeconomic Factsheet Excel Template
(0)
344
0
Updated with IMF Nov 2021 Data. Factsheet with main macroeconomic indicators based on the country selection and base year. Users can select…

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
15
62,846
22825
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template
3
22,539
4798
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template
14,655
2307
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
12,034
1254
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
11,330
936
This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…
Daily Cash Flow Template
12,151
799
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
9,343
709
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Personal Budget Template
10,195
635
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
5,430
595
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)
1
12,978
495
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)
2
12,701
468
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Retail Inventory
5,049
355
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
25,604
2815
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
1
14,311
1891
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
15,081
1531
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
14,569
1478
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
12,473
1363
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
13,595
1276
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Financial model Free Excel Template to fight COVID-19
1
11,236
1262
The coronavirus has turned many small and big companies upside down.   Check this Video Tutorial The decrease in sales,…
Gantt Chart Template
10,815
1189
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
3 YEAR CASH FLOW PROJECTION TEMPLATE
12,528
1261
Free 3 Year Cash Flow Projection Template in Excel. 1 Click to Get It! Free 3 Year Cash Flow Projection…
Discounted Cash Flow Model Excel Template
12,888
1127
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR   Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
12 month cash flow statement template
9,267
1077
Free 12 Month Cash Flow Statement Template. 1 Click to Get It! Free 12 Month Cash Flow Statement Template. Free…
Revenue Run Rate Template
11,098
987
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
1
19,635
1785
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
12,990
1029
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
11,213
761
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
12,081
613
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Opportunity Cost Template
10,906
644
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Piotroski F Score Calculator Example Piotroski F Score Calculator
9,320
562
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Investment feasibility analysis
7,604
502
If you want to decide if your investment good or no , if you want to now if you have…
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)
6,774
444
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Personal Financial Planner
4,159
274
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
RENT VS. BUY CALCULATOR
4,591
270
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
Income Tax Return Filling with Excel IT-11GA (Bangladesh)
5,355
184
Income Tax Return Filling with Excel IT-11GA  (Bangladesh)The income taxpayer is required to present the details of income, expenditure, and…
ASSET PORTFOLIO REBALANCING TOOL
3,539
180
THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…

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
4
28,157
9305
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
1
20,761
2927
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
14,408
2060
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
14,800
1915
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
12,460
1505
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
11,719
1483
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
10,624
1405
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
10,203
1403
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
10,169
1322
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
11,616
1190
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
Debt/Asset Ratio Excel Template
9,899
1181
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
Cash Ratio Excel Template
11,058
1169
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…