Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
163 templates
Personal Finance & LoansFinancial Goals Worksheet Template
Set clear, measurable financial goals and identify roadblocks to achieving them.
- Goal definition section with clarity and measurability focus
- Roadblocks and obstacles tracking
- Simple worksheet layout for personal or family planning
Personal Finance & LoansHigh-Tech Stock Club Investment Analysis
Track stock purchases and monitor portfolio performance with real-time quotes and price analysis.
- Web query integration for live stock quotes
- Automatic cost calculations (shares × price)
- 3D pie chart visualization of holdings
Personal Finance & LoansHigh-Tech Stock Club Investment Tracker
Track stock acquisitions, monitor prices, and analyze portfolio performance with real-time quotes and visual charts.
- Web query integration for live stock price updates
- Automatic cost basis and initial investment calculation
- 3-D pie chart visualization of portfolio composition
Personal Finance & LoansInflation and Real Interest Rate Calculator
Calculate real interest rates, inflation-adjusted values, and NPV in nominal or real terms for investment analysis.
- Real interest rate calculator
- Inflation adjustment factor converter
- NPV calculation in nominal and real terms
Personal Finance & LoansInternet Stock Quotes
Automatically import live stock quotes from MSN MoneyCentral using Web queries for real-time tracking.
- Web query integration with MSN MoneyCentral
- Dynamic stock symbol lookup
- Auto-refresh live quote data
Personal Finance & LoansInternet Stock Quotes
Real-time stock quotes via web query—automatically update prices by changing symbols.
- Web query integration for live stock data
- Auto-refresh when stock symbols change
- MSN MoneyCentral data source
Personal Finance & LoansInternet Stock Quotes Tracker
Auto-import live stock quotes via web query; updates dynamically when you change symbols.
- Web query integration for live data pulls
- Dynamic symbol lookup and quote refresh
- Real-time stock price updates
Personal Finance & LoansInvestment Calculator Template
A spreadsheet template for calculating investment growth over time with customizable initial investment amounts and time periods.
- Customizable investment period
- Initial investment input field
- Automatic growth calculations
Personal Finance & LoansInvestment Tracker
Track multiple investment accounts with performance metrics, gains/losses, and XIRR returns.
- Multi-account tracking with individual account sheets
- Automatic calculation of total invested and current values
- Gain/loss calculations in dollars and percentages
Personal Finance & LoansMajor Stock Indices Web Query Template
Track global stock market indices in real-time using web queries. Monitor market performance across major exchanges.
- Web query integration
- Automatic data refresh
- Major stock indices tracking
Personal Finance & LoansMarkowitz Portfolio Optimization Model
Optimize investment portfolios using Markowitz theory to balance risk and return across assets.
- Historical price series tracking for multiple assets
- Covariance matrix calculation from time-series data
- Efficient frontier visualization with charts
Personal Finance & LoansMoney Tracker
Track cash, checking, credit, and savings accounts with real-time balance summaries and allocations.
- Separate sheets for cash, checking, credit, and savings accounts
- Automatic balance calculations using SUM formulas
- Category-based allocation tracking
Personal Finance & LoansMonthly Salary & Expense Tracker
Track monthly salary, expenses, and 13-month income projections with automated totals.
- Salary entry field
- Expense tracking column
- 13-month income calculation
Personal Finance & LoansMonthly Salary and Expense Tracker
Track monthly salary, expenses, and 13th-month income with automatic net income calculations.
- Automatic net income formula
- Multi-sheet scenario planning
- 13th-month income integration
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 & LoansMulti Year Net Worth Dashboard Template
Track and visualize your net worth across multiple years by monitoring assets, liabilities, and year-over-year changes.
- Multi-year tracking
- Separate asset and liability categorization
- Automatic net worth calculations
Personal Finance & LoansNet Worth Calculator
Track your total assets and liabilities to calculate your net worth instantly.
- Automatic net worth calculation
- Separate asset and liability tracking
- Date-stamped calculations
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 & 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 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
A spreadsheet tool to calculate and track total net worth by summing assets and liabilities.
- Automated SUM formulas for totals
- Visual charts for asset/liability composition
- Organized asset and liability sections
Personal Finance & LoansPersonal Balance & Debt Tracker
Track your balance, debts, and remaining funds with automatic calculations and visual charts.
- Automatic balance calculations
- Debt amount tracking
- Net remainder calculations
Personal Finance & LoansPersonal Finance Dashboard Template
Comprehensive financial tracking dashboard comparing monthly planned vs. actual income and expenses with detailed tracking sheets.
- Dashboard with planned vs. actual comparison
- Income tracker with source categorization
- Expense tracker with monthly organization