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!
EXCEL WEDDING PLANNER TEMPLATE - Get Organized and Have Fun EXCEL WEDDING PLANNER TEMPLATE - Get Organized and Have Fun
(0)
3,357
0
EXCEL WEDDING PLANNER - Get Organized and Have Fun Excel Wedding Planner is a spreadsheet solution for planning and managing…
Simple Accounting File who to prepare profit and loss account and Balance sheet.
(0)
1,967
0
 Simple Accounting File who to prepare profit and loss account and Balance sheet.
Mortgage Calculator Mortgage Calculator
(0)
4,044
0
 The unique tool will help you to make the optimal decision and pick the best mortgage. The model follows the…
Loan Amortization Schedule with Prepayment Loan Amortization Schedule with Prepayment
(0)
3,840
0
Hi All, This Loan Amortization Schedule Template will help you analyze your loan along with the Prepayment option. Regards, Shashi
Budget vs Actual Filled Chart Budget vs Actual Filled Chart
(0)
8,182
0
Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…
Break-even Analysis + Target Profit Analysis Break-even Analysis + Target Profit Analysis
(0)
9,371
0
This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…

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
70,514
25569
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Financial Projection Template
3
25,034
5438
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Cash Budget Template
16,357
2546
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
13,497
1385
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
14,897
965
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
11,464
867
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Personal Budget Template
11,559
713
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
6,971
676
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
14,756
501
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
14,239
472
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
Retail Inventory
6,339
432
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
29,186
3264
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
15,946
2108
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
16,925
1695
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
16,408
1661
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
14,059
1533
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
15,400
1396
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
15,550
1547
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
1
13,166
1439
The coronavirus has turned many small and big companies upside down.   Check this Video Tutorial The decrease in sales,…
Gantt Chart Template
12,175
1308
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
14,913
1282
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR   Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
12 month cash flow statement template
11,235
1280
Free 12 Month Cash Flow Statement Template. 1 Click to Get It! Free 12 Month Cash Flow Statement Template. Free…
Revenue Run Rate Template
12,346
1111
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
22,212
2034
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
14,557
1151
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
12,868
849
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
Opportunity Cost Template
12,817
718
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
13,587
668
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
10,729
613
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Investment feasibility analysis
8,854
568
If you want to decide if your investment good or no , if you want to now if you have…
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)
8,040
538
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Personal Financial Planner
5,206
352
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
RENT VS. BUY CALCULATOR
5,820
330
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)
4,909
262
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)
5,350
237
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
4
31,880
10638
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
23,359
3282
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
16,391
2306
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
16,745
2122
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
14,194
1670
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
13,104
1638
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
12,030
1567
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
11,592
1537
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
11,534
1445
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
13,215
1304
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
Cash Ratio Excel Template
12,414
1279
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
11,339
1287
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…