Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.
Personal Financial Statement Excel Template Personal Financial Statement Excel Template
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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…
Personal Finance Budget Template Personal Finance Budget Template
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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 Annual Income Calculator Excel Template
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This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…
Home Equity Line of Credit (HELOC) Calculator Home Equity Line of Credit (HELOC) Calculator
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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…
Opportunity Cost Template Opportunity Cost Template
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This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…
Piotroski F Score Calculator Piotroski F Score Calculator
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The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…
Investment feasibility analysis
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If you want to decide if your investment good or no , if you want to now if you have…
PERSONAL FINANCES MANAGEMENT (NEW RELEASE) PERSONAL FINANCES MANAGEMENT (NEW RELEASE)
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A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
RENT VS. BUY CALCULATOR RENT VS. BUY CALCULATOR
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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…
Personal Financial Planner Personal Financial Planner
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A simple & flexible personal financial planner with all you need to plan your future cash flow decisions in one…
ASSET PORTFOLIO REBALANCING TOOL ASSET PORTFOLIO REBALANCING TOOL
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THIS TEMPLATE MAKES IT EASY TO PERFORM PORTFOLIO REBALANCING CALCULATIONS, IN ORDER TO DETERMINE QUANTITIES TO BE PURCHASED OR SOLD…
TRADING SYSTEM TRADING SYSTEM
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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…
Income Tax Return Filling with Excel IT-11GA  (Bangladesh) Income Tax Return Filling with Excel IT-11GA (Bangladesh)
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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…
Option Profit Calculator Option Profit Calculator
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This template will help you analyse the profitability of your Option Trading strategies. The template works with MarketXLS.com product which…
SIMPLE DENOMINATION COUNTER TEMPLATE FOR PHILIPPINE PESO SIMPLE DENOMINATION COUNTER TEMPLATE FOR PHILIPPINE PESO
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 FAST DENOMINATION COUNTER TEMPLATE FOR PHILIPPINE PESO
Financial Goal Planning
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 Do you want to know the amount you'll need at your retirement? Do you want to secure the future of your…

Download Personal Finance Templates in Excel

What is Personal Finance?

Personal finance is about all aspects of personal financial activities, including the planning and management of income, expenditures, savings, investments, and financial protection.

  • Income: Cash inflow an individual receives from employment compensation (salaries), bonuses, interests, dividends, pensions, or other sources. Individuals can use income to spend, save or invest as the first step of their financial planning.
  • Spending: Expenses an individual incurs on consumption of goods or services (not investment). Spending accounts for most use of people’s income, and can be categorized into cash spending and credit spending.
  • Savings: Excess cash which is saved up for future use such as spending or investing. Common forms of saving include physical cash saving, savings bank account, checking bank account, and money market securities.
  • Investing: The purchase of assets which generate of rate of return over the initial investment. Depending on the risk level associated with the investment, the return can differ largely. Some of the common investments are stocks, bonds, real estate, mutual funds, and commodities.
  • Protection: Products used by individuals to protect against unexpected and adverse events. Some of the popular protection products are life insurance, health insurance, and real estate planning.

Top Tools for Personal Finance

Explore our collection of personal finance templates to help you better manage and plan your wealth! Some of the most useful tools are:

  • Personal Finance Budget Template: Helps you plan your monthly budget to track personal income, spending, savings, and investments.
  • Personal Financial Statements: State your current financial status, assets owned, liabilities owed, annual personal income and expenses, and cash flows.