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 Fun3,352
0
EXCEL WEDDING PLANNER - Get Organized and Have Fun Excel Wedding Planner is a spreadsheet solution for planning and managing…
$25.00 Add to Cart
Simple Accounting File who to prepare profit and loss account and Balance sheet.
1,965
0
Simple Accounting File who to prepare profit and loss account and Balance sheet.
$25.00 Add to Cart
Mortgage Calculator4,042
0
The unique tool will help you to make the optimal decision and pick the best mortgage. The model follows the…
$25.00 Add to Cart
By Samir Asadov
Loan Amortization Schedule with Prepayment3,836
0
Hi All, This Loan Amortization Schedule Template will help you analyze your loan along with the Prepayment option. Regards, Shashi
$25.00 Add to Cart
Budget vs Actual Filled Chart8,174
0
Easily visualize budget vs actual results with this filled budget vs actual chart. Budgeted figures are outlined (hollow chart) and…
$25.00 Add to Cart
Break-even Analysis + Target Profit Analysis9,363
0
This template helps you to calculate break-even point and find target profit at different levels of sales. The template provides…
$50.00 Add to Cart
By Hussain13
Budgeting Templates
Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!
Operating Budget Excel Template70,463
25548
An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…
Free! Add to Cart
Financial Projection Template25,019
5431
This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…
Free! Add to Cart
Cash Budget Template16,349
2546
A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…
Free! Add to Cart
Operating Profit Margin Excel Calculator13,493
1385
Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…
Free! Add to Cart
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!…
Free! Add to Cart
By Victor Ho
Daily Cash Flow Template14,882
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 WEEKS11,455
867
Free Weekly Cash Flow Template. 1 Click to Get It! Free Weekly Cash Projections Excel Template. Free Cash Flow Spreadsheet.…
Personal Budget Template11,553
713
This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…
Free! Add to Cart
By Victor Ho
Simple Cash Flow Statement Template6,964
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)14,749
501
This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…
$25.00 Add to Cart
Monthly Finance Report (Pivot Table)14,230
472
The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…
$25.00 Add to Cart
Retail Inventory6,328
432
Enter and manage up to 2000 different Products Set custom re-order points for each product Simple and Easy data entry…
Free! Add to Cart
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 Template29,172
3263
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
Free! Add to Cart
By Tim Vipond
Project Budget Excel Template15,941
2105
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
Free! Add to Cart
Multi-Criteria Analysis (Balance Scorecard) Template16,919
1695
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
Free! Add to Cart
Cost-Volume-Profit (CVP) Analysis Excel Template16,398
1660
Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
Free! Add to Cart
Year over Year Analysis (YoY) Excel Template14,056
1532
This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
Free! Add to Cart
Supply Chain Template15,393
1396
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Free! Add to Cart
3 YEAR CASH FLOW PROJECTION TEMPLATE15,535
1546
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-1913,161
1439
The coronavirus has turned many small and big companies upside down. Check this Video Tutorial The decrease in sales,…
Gantt Chart Template12,167
1307
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Free! Add to Cart
Discounted Cash Flow Model Excel Template14,908
1281
DCF MODEL - DISCOUNTED CASH FLOW EXCEL CALCULATOR Free DCF Model - Discounted Cash Flow Excel Calculator Template. 1…
12 month cash flow statement template11,232
1279
Free 12 Month Cash Flow Statement Template. 1 Click to Get It! Free 12 Month Cash Flow Statement Template. Free…
Revenue Run Rate Template12,344
1110
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
Free! Add to Cart
Personal Finance Templates
Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template22,200
2032
This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…
Free! Add to Cart
Personal Finance Budget Template14,551
1151
This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…
Free! Add to Cart
Annual Income Calculator Excel Template12,859
849
This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
Free! Add to Cart
Opportunity Cost Template12,807
718
This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Free! Add to Cart
By Victor Ho
Home Equity Line of Credit (HELOC) Calculator13,579
668
This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Free! Add to Cart
Piotroski F Score Calculator10,727
613
The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Free! Add to Cart
By Victor Ho
Investment feasibility analysis8,849
568
If you want to decide if your investment good or no , if you want to now if you have…
Free! Add to Cart
PERSONAL FINANCES MANAGEMENT (NEW RELEASE)8,035
538
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Free! Add to Cart
Personal Financial Planner5,204
352
A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
Free! Add to Cart
By SAAD YASEEN
RENT VS. BUY CALCULATOR5,813
330
The model compares the net value generated by buying a home vs. renting one, until mortgage pay-off, assuming availability of…
Free! Add to Cart
ASSET PORTFOLIO REBALANCING TOOL (2022 RELEASE)4,906
262
THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
Free! Add to Cart
TRADING SYSTEM (ENHANCED 2022 VERSION)5,347
237
Designed to support medium term investors who hold onto positions for days, weeks or even months. Best suited for investors…
Free! Add to Cart
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 Calculator31,856
10628
Simple calculation & Visual representations of the different financial liquidity, solvency, price, return & cash flow ratios. Just feed in…
Free! Add to Cart
Beneish M Score Calculator23,351
3281
The Beneish M Score calculator is used to determine if a company has manipulated its reported earnings in its financial…
Free! Add to Cart
By Victor Ho
Leverage Ratios Excel Model Template16,384
2304
Leverage ratios are types of financial ratios used to show the level of debt that a business may have against…
Free! Add to Cart
Return on Investment (ROI) Excel Template16,734
2121
Return on investment (ROI) is a financial metric intended for the measurement of benefits an investor receives for the amount…
Free! Add to Cart
Quick Ratio Excel Calculator14,191
1670
This is a ready-to-use Quick Ratio Excel template, which helps to indicate how well a company can pay off its…
Free! Add to Cart
Debt/Equity Ratio Excel Template13,102
1638
This Debt to Equity Excel Template Ratio is an educational resource that shows you an example on how to calculate…
Free! Add to Cart
Operating Cash Flow Ratio Template12,025
1567
Operating cash flow ratio is a liquidity ratio used to assess a company's ability to meet its short-term obligations with…
Free! Add to Cart
Return on Invested Capital (ROIC) Template11,591
1537
This Return on Invested Capital (ROIC) Template shows how to arrive at the value of the previous period book of…
Free! Add to Cart
Cash Conversion Ratio Excel Template11,531
1445
This Cash Conversion Excel Template is a financial management tool used to determine the ratio of the cash flows of…
Free! Add to Cart
Return on Assets Excel Template13,210
1304
Return on assets (ROA) is a financial metric used to assess how profitable a company is in relation to its…
Free! Add to Cart
Cash Ratio Excel Template12,412
1279
Cash ratio, also known as the cash asset ratio, is a liquidity ratio used to measure how well a company…
Free! Add to Cart
Debt/Asset Ratio Excel Template11,336
1287
The debt to asset ratio is a type of leverage financial ratios that measure the proportion of a company's assets…
Free! Add to Cart