Gym Financial Model and Budget Control
This Excel model is a highly adaptable and user-friendly tool…
Ultimate Budget Spreadsheet, Budget Dashboard, Google Sheets, Excel
Ultimate Budget Spreadsheet, Budget Dashboard, in both Google Sheets and…
Financial Advisor / Financial Planner Financial Projection Model
5-Year 3-Statement Excel projection model for Financial Advisor / Financial…
Effective Personal Expense Tracker
This effective personal expense tracker takes personal budgeting and financial…
Personal Finance Budget and Tracking with Net Worth Forecast
Pro Forma Models created this model to prepare an annual…
Capital Budgeting Model with NPV, IRR, & RoC Calculation
This model was developed to complete capital budgeting and analysis…
All My Financial Models, Spreadsheets, Templates, and Tools: 120+
Lifetime access to all future templates as well! Here is…
Small Business Playbook (Financial / Tracking Template Bundle)
This is a set of financial models, tools, and templates…
Multi-Member Investment Fund Portfolio and Distribution Tracker
A fund management tool to track many positions over time…
Debt Schedule – Up to 30 Year Model with Prepay, Fixed/Floating, and Interest Only
This debt schedule model is dynamic, easy to use, and…
Dynamic Single-Family Home Investment Analysis Model
This is a highly dynamic single-family home investment analysis model.…
Personal Financial Planning Model with Monte Carlo Simulation
User-friendly excel model to project personal or family cash flow…
Performance Tracker: Car Salesperson (with Excel and Google Sheet version)
This is a tool designed to help car salespeople. The…
ASSET PORTFOLIO REBALANCING TOOL (2023 RELEASE)
This template makes it easy to perform portfolio rebalancing calculations…
Personal / Family Net Worth Projection Model
User-friendly excel model for projecting family or personal net worth…
Financial Correlations Model Template in Excel
Calculate the correlation coefficient between any two variables, whether they…
INFLATION CALCULATOR 2023 VERSION (50 COUNTRIES)
INFLATION CALCULATOR NEW FULLY EDITABLE VERSION (COVERING 50 COUNTRIES). A…
NET TOTAL RETURN ON BOND INVESTMENT CALCULATOR
CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY…
Amortized Debt Repayment Schedule Calculator
CALCULATE THE AMORTISATION SCHEDULE OF A MORTGAGE OR CONSUMER LOAN,…
Bond Net Yield to Maturity Calculator
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF…
Analytical Return on Investment (ROI) Calculator
CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN…
PERSONAL FINANCES MANAGEMENT (2 VERSIONS-2021 RELEASE)
A useful tool to help you take control of your…
Mortgage Calculator in Excel
The mortgage calculator helps you understand your mortgage costs, different…
Personal Finance Budgeting and Net Worth Tracking Tool
A easy to use and intuitive tool to track your…
FINANCIAL MANAGEMENT PACKAGE (2023 RELEASE)
FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN…
Recurring To-Do List Manager – Google Sheets
An automated tracker of recurring to-do items. Visuals included. Includes…
Profit & Loss Plus Cash Flow Tracking (google sheets)
This is not a forecast template but rather a real-time…
Multiple Loan Repayment Planning with Extra Principal Applied
Optimize where an extra principal payment should go and see…