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!
Online Retail Business IPO-Financial Model5,585
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)7,126
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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
Performance KPIs - Sales Dashboard Excel Template134
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This ready to use Excel Template allows you to analyze sales through key performance indicators such as the gap between…
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Economic Value Added224
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Economic Value Added Model presents another valuation method which is based on a residual income approach which takes the perspective…
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Degrees of Leverage and Break Even Point233
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Degrees of leverage and breakeven point model consists of an Excel model which presents various degrees of leverage, such as…
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Capital Budgeting Model412
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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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Preferred Equity with Subordinate Soft Preferred Waterfall353
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This joint venture model is designed to be used for any kind of deal (real estate or otherwise) once the…
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By smarthelping
Monthly Cash Flow Forecast Model434
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The 12 Month Rolling Cash Flow Forecast is an extension of the 3 Statement Model where the Income Statement, Balance…
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DENOMINATIONS COUNTER TEMPLATE FOR PHILIPPINE PESO494
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If you are looking for a templates on fast computation of your denominations (specially on withdrawing cash on bank) that…
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Single Family Development Model Pro-Forma Template686
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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
Direct Cash Flow Statement for All Industries791
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General overview The direct cash flow template is a great tool when managing your firm’s finances, the template offers the…
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EXCEL WEDDING PLANNER TEMPLATE - Get Organized and Have Fun892
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EXCEL WEDDING PLANNER - Get Organized and Have Fun Excel Wedding Planner is a spreadsheet solution for planning and managing…
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Simple Accounting File who to prepare profit and loss account and Balance sheet.
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Simple Accounting File who to prepare profit and loss account and Balance sheet.
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Mortgage Calculator1,801
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The unique tool will help you to make the optimal decision and pick the best mortgage. The model follows the…
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By Samir Asadov
Van Westendorp’s Pricing Method2,781
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Introduced in 1976, this method has now become one of the most popular approaches to perform pricing analysis. The method…
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Live Portfolio Investor's Model
2,436
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This is a live equity portfolio model based on US Equities to understand the growth and returns of the stock…
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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 Template54,393
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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 Template19,520
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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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Cash Budget Template12,551
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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 Excel Calculator10,125
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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 Template10,137
855
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 Template9,021
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Free Daily Cash Flow Template Excel. 1 Click to Get It! Free Daily Cash Flows Projection Template. Free daily…
Personal Budget Template8,430
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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
WEEKLY CASH FLOW TEMPLATE - 9 WEEKS6,918
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Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Actual vs. Budget by Department (Fully Dynamic)10,928
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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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Simple Cash Flow Statement Template4,106
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Free Cash Flow Statement Excel Template. 1 Click to Get It! Free Cash Flow Statement Excel Template. Free Cash Flow…
Monthly Finance Report (Pivot Table)10,833
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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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Retail Inventory3,503
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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…
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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 Budget Template21,669
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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
Project Budget Excel Template12,324
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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) Template13,005
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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 Template12,514
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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 Template10,522
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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 Template11,668
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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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Gantt Chart Template9,215
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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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Financial model Free Excel Template to fight COVID-198,697
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The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
3 YEAR CASH FLOW PROJECTION TEMPLATE9,373
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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 Template10,401
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DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
Revenue Run Rate Template9,442
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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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Value Added Excel Template9,137
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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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Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template16,715
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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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Personal Finance Budget Template11,123
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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 Template9,195
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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) Calculator10,189
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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 Template8,825
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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
Piotroski F Score Calculator7,747
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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
Investment feasibility analysis6,139
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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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PERSONAL FINANCES MANAGEMENT (NEW RELEASE)5,189
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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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RENT VS. BUY CALCULATOR3,209
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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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Personal Financial Planner2,894
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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
ASSET PORTFOLIO REBALANCING TOOL2,043
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
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TRADING SYSTEM2,755
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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!
Financial Ratios Calculator24,042
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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 Calculator17,891
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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 Template12,100
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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 Template12,512
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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 Calculator10,390
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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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Debt/Equity Ratio Excel Template9,911
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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 Template9,082
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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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Return on Invested Capital (ROIC) Template8,503
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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 Template8,600
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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 Template9,844
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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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Debt/Asset Ratio Excel Template8,300
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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 Template9,495
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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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