Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
100 templates
Personal Finance & LoansMonthly Salary and Expense Tracker
Track monthly salary, expenses, and 13th-month income with automatic totals calculation.
- Salary input column
- Expense tracking column
- 13th-month income calculation
Personal Finance & LoansMSN MoneyCentral Stock Quotes Tracker
Pull live stock quotes from MSN MoneyCentral using web queries to monitor investments in real-time.
- Automated web query connection to MSN MoneyCentral
- Real-time stock price updates
- Customizable stock symbol input
Personal Finance & LoansNet Worth Calculator
Track your complete financial position by calculating total assets minus liabilities in one place.
- Automatic net worth calculation
- Assets section with totals
- Liabilities section with totals
Personal Finance & LoansNet Worth Calculator
Track your total wealth by calculating assets minus liabilities in one place.
- Automatic calculation of net worth (assets minus liabilities)
- Date-stamped entries to track changes over time
- Organized sections for assets and liabilities
Personal Finance & LoansNet Worth Calculator
Track your total assets and liabilities to calculate your overall net worth and financial position.
- Personalized header with name and date
- Automatic sum calculations for total assets
- Automatic sum calculations for total liabilities
Personal Finance & LoansPersonal Financial Statement
Track assets, liabilities, cash flow, and net worth with detailed account breakdowns for loans or financial planning.
- Personal balance sheet with assets and liabilities
- Detailed account information schedules
- Personal cash flow statement (inflows/outflows)
Personal Finance & LoansPersonal Financial Statement Template
Track your complete financial position with assets, liabilities, and key ratios across quarters.
- Quarterly comparison columns for trend analysis
- Automatic current ratio calculations
- Organized asset and liability categorization
Personal Finance & LoansPreferred Stock Valuation Calculator
Calculate preferred stock prices using dividend yield and par value formulas.
- Preferred stock price calculation
- Par value and dividend inputs
- Yield-based valuation
Personal Finance & LoansPresent Value Calculator V1.0
Calculate and compare present values of investments using interest rates and time periods.
- Multiple calculation modes for different scenarios
- Side-by-side investment comparison tool
- Configurable interest rates and time periods
Personal Finance & LoansRental Property Cash Flow Analysis
Track rental income, expenses, and net cash flow to understand property profitability month-by-month.
- Monthly income and expense tracking
- Automatic net cash flow calculations
- Cumulative cash flow analysis
Personal Finance & LoansSalary and Monthly Income Tracker
Track salary, expenses, and 13-month income with automatic calculations and charts.
- Salary and expense entry columns
- Automatic monthly income calculation
- 13-month income tracking
Personal Finance & LoansSavings Goal Tracker
Track progress toward multiple savings goals with visual targets and automated calculations.
- Multi-category savings tracking
- Automated progress calculations
- Goal amount targets
Personal Finance & LoansSavings Interest Calculator
Calculate projected interest earnings and growth on your savings over time with visual charts.
- Configurable investment timeline
- Interest rate inputs
- Automatic balance projections
Personal Finance & LoansSavings Snowball Tracker
Calculate and track your savings snowball progress with automated goal prioritization and monthly planning.
- Automated savings calculator by month
- Goal prioritization and ranking system
- Progress tracking with visual charts
Personal Finance & LoansStock Valuation—Zero or Constant Dividend Growth
Calculate stock intrinsic value using dividend discount model with zero or constant growth rates.
- Current dividend (D0) input field
- Dividend growth rate variable
- Intrinsic value calculation
Personal Finance & LoansTreasury Yields & Interest Rate Analysis Template
Track historical treasury yields and calculate real/nominal interest rates with inflation adjustments.
- Multi-maturity Treasury yield tracking (3m to 30y)
- Automatic real/nominal interest rate conversion formulas
- GDP and consumer spending correlation data