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/Projection8,386
2
Cash Flow Statement/Projection sheet with sparklines to visually indicate movements and balances.
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Income Statement Excel Template132
1
Monthly and Annual Income Statement with Horizontal, Vertical and Ratios AnalysisThis ready to use Income Statement template with Horizontal, Vertical…
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Accounts Receivable Dashboard - Financial Dashboard772
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…
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Financial Dashboard Template700
1
(Video link to use the dashboard given in the dashboard)Use Our Financial Excel Dashboard Templates to Organize Vital Information Take a…
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Financial Dashboard - CFO Dashboard710
1
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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Accounts Receivable Dashboard Excel Template830
1
Monitor outstanding invoices and receivable KPIsThis ready to use Excel Template allows you to record sales invoices and accurately analyse…
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Customer Spend and Retention Pattern: Revenue Modeling1,112
1
This is a great bottom-up modeling style to use in order to more accurately forecast expected revenues. When modeling the…
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By smarthelping
Capital Budgeting Model1,996
1
Capital Budgeting consists of a process that companies use for decision making on investment projects that usually have a long-term…
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Single Family Development Model Pro-Forma Template1,963
1
This is a fully functional, institutional quality and dynamic real estate financial model for calculating the return of the…
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By Jair
Project Finance Model - Advanced Ratios3,907
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…
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By Samir Asadov
Bakery Financial Plan3,740
1
This financial model can be utilized to evaluate a bakery business feasibility. This template is detailed, robust and very user-friendly.…
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By Jair
Online Retail Business IPO-Financial Model6,755
1
Core Financials Statements- Quarterly IS, Income Statement, Balance Sheet, Cash Flows Supporting Financial Modeling Schedules- Debt, Working Capital, Depreciation Schedules,…
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By RAJIB BOSE
Return on Investment Analysis (Unprotected)8,165
1
This excel model allows you to calculate return on investment easily using different methods based on information that you have.…
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By Hussain13
CashFlow Calender46
0
It's simple, logical and very, very effective. It's the XLDB Cashflow calendar.The concept is simple, import for historical expenses, and…
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Pitch Deck Financial Visualizations: General Template352
0
This template is designed to make it easy to create professional visualizations. All the charts have been done so the…
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By smarthelping
Country Macroeconomic Factsheet Excel Template344
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Updated with IMF Nov 2021 Data. Factsheet with main macroeconomic indicators based on the country selection and base year. Users can select…
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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 Template62,846
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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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Financial Projection Template22,539
4798
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 Template14,655
2307
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 Calculator12,034
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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
936
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 Template12,151
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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 WEEKS9,343
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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 Template10,195
635
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 Template5,430
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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)12,978
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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)12,701
468
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 Inventory5,049
355
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 Template25,604
2815
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 Template14,311
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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) Template15,081
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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 Template14,569
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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 Template12,473
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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 Template13,595
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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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Financial model Free Excel Template to fight COVID-1911,236
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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 Template10,815
1189
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
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3 YEAR CASH FLOW PROJECTION TEMPLATE12,528
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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 Template12,888
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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 template9,267
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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 Template11,098
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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 Template19,635
1785
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 Template12,990
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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 Template11,213
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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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Home Equity Line of Credit (HELOC) Calculator12,081
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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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Opportunity Cost Template10,906
644
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
Piotroski F Score Calculator9,320
562
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 analysis7,604
502
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)6,774
444
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 Planner4,159
274
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 CALCULATOR4,591
270
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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Income Tax Return Filling with Excel IT-11GA (Bangladesh)5,355
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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 TOOL3,539
180
THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
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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 Calculator28,157
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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 Calculator20,761
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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 Template14,408
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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 Template14,800
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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 Calculator12,460
1505
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 Template11,719
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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 Template10,624
1405
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) Template10,203
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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 Template10,169
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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 Template11,616
1190
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
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Debt/Asset Ratio Excel Template9,899
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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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Cash Ratio Excel Template11,058
1169
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
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