Personal finance

Personal finance involves managing individual or family finances, including budgeting, saving, investing, and planning for the future. We offer financial model templates designed for personal finance management, helping you take control of your financial health and achieve your financial goals.

A top-down calculator to figure out your property cost basis.…

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This Excel model is a highly adaptable and user-friendly tool…

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Ultimate Budget Spreadsheet, Budget Dashboard, in both Google Sheets and…

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A simple tool anyone can use to manage their future…

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5-Year 3-Statement Excel projection model for Financial Advisor / Financial…

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This effective personal expense tracker takes personal budgeting and financial…

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A simple template to enter historical sales data into and…

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Pro Forma Models created this model to prepare an annual…

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This model was developed to complete capital budgeting and analysis…

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This Template is to provide users a ready to use…

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This Pro Forma Model showcases the pro forma indicative return…

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Lifetime access to all future templates as well! Here is…

Starting at: $999.00
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This is a set of financial models, tools, and templates…

Price: $179.00
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A fund management tool to track many positions over time…

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This is a great simulation tool that lets anyone with…

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This is a highly dynamic single-family home investment analysis model.…

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User-friendly excel model to project personal or family cash flow…

Starting at: $79.00
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BASIC GUIDANCE ON HOW TO STRUCTURE YOUR ASSET PORTFOLIO, FOR…

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This is a bundle of all the most useful and…

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This template makes it easy to perform portfolio rebalancing calculations…

Starting at: $10.00
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User-friendly excel model for projecting family or personal net worth…

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The Grantor Trust Model measures the life time value of…

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Calculate the correlation coefficient between any two variables, whether they…

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INFLATION CALCULATOR NEW FULLY EDITABLE VERSION (COVERING 50 COUNTRIES). A…

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RENT OR BUY YOUR NEXT HOME? THIS CALCULATOR CAN HELP…

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CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY…

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CALCULATE THE AMORTISATION SCHEDULE OF A MORTGAGE OR CONSUMER LOAN,…

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CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF…

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CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN…

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A useful tool to help you take control of your…

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The mortgage calculator helps you understand your mortgage costs, different…

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A easy to use and intuitive tool to track your…

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FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN…

Starting at: $15.00
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A 3-in-1 bundle template for your personal finance needs.

Price: $50.00
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An organized budget sheet for your personal finance needs.

Starting at: $30.00
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The Loan Amortization Table is a great tool to use…

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

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Rent vs Mortgage is an excel tool that calculates the…

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This is not a forecast template but rather a real-time…

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A personalized way to plan out when you theoretically might…

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A sophisticated way to score the decision to pay off…

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Optimize where an extra principal payment should go and see…

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This is a 1 year monthly budget for personal use.…

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Financial models related to personal finance topics