Personal finance

User-friendly excel model to project personal or family cash flow and net worth across a 50-year timeline on a deterministic…

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BASIC GUIDANCE ON HOW TO STRUCTURE YOUR ASSET PORTFOLIO, FOR SAFE AND EFFECTIVE INVESTMENT STRATEGY.

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Versatile loan calculator! No more generic loan information with a single interest rate used over the life of the loan…

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This is a bundle of all the most useful and efficient google sheet templates I have built over the years.…

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This is a tool designed to help car salespeople. The template helps keep track of leads within the sales pipeline…

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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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User-friendly excel model for projecting family or personal net worth across up to 50-years

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The Grantor Trust Model measures the life time value of executing a Grantor Trust over a Non-Grantor Trust with a…

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Calculate the correlation coefficient between any two variables, whether they are stock indexes, asset classes, market indicators, individual securities, commodities,…

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INFLATION CALCULATOR (COVERING 46 COUNTRIES)

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RENT OR BUY YOUR NEXT HOME? THIS CALCULATOR CAN HELP DECIDE WHAT’S RIGHT FOR YOU! The model compares the net…

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CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…

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CALCULATE THE AMORTISATION SCHEDULE OF A MORTGAGE OR CONSUMER LOAN, EITHER AT FIXED OR VARIABLE INTEREST RATE OR BOTH (most…

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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING INTEREST RATE RISK UNDER CONTROL

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CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN REALISED AND UNREALISED, SHOWING IMPACT OF EXCHANGE RATE DIFFERENCES.

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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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The mortgage calculator helps you understand your mortgage costs, different mortgage rates and how early repayments will reduce our overall…

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FULLY EDITABLE ASSET ALLOCATION MODEL WITH SPECIFIC INVESTMENT SUGGESTIONS AND REALISTIC PROJECTIONS OF FINANCIAL SITUATION AT RETIREMENT AND BEYOND.

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A easy to use and intuitive tool to track your spending and budgeting, and plan for your personal financial future

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FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KIND. Technical assistance available. A comprehensive tool to…

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A 3-in-1 bundle template for your personal finance needs.

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An organized budget sheet for your personal finance needs.

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The Loan Amortization Table is a great tool to use when looking at the financial impact of a loan.

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An automated tracker of recurring to-do items. Visuals included.

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Rent vs Mortgage is an excel tool that calculates the payments to a house mortgage loan and compares it to…

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This is not a forecast template but rather a real-time tracker of financial performance as it relates to profit &…

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A personalized way to plan out when you theoretically might be able to purchase a home.

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A sophisticated way to score the decision to pay off debt or invest as it relates to the ability to…

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Optimize where an extra principal payment should go and see the total cash flow savings when you have multiple loans.

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This is a 1 year monthly budget for personal use. Is based on 2 pay/expense periods per month (15th &…

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Financial models related to personal finance topics