Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
100 templates
Personal Finance & LoansInflation & Real Interest Rate Calculator
Calculate real vs. nominal interest rates accounting for inflation across time periods.
- Nominal interest rate calculations
- Real interest rate derivation
- Inflation rate tracking across periods
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 & LoansInsurance Needs Analysis Template
Evaluate insurance coverage requirements and financial gaps to ensure adequate protection for your business or family.
- Customizable company branding section
- Time value factor calculation chart
- Coverage gap analysis worksheet
Personal Finance & LoansInterest-Only Loan Calculator
Calculate and track interest-only loan payments with detailed amortization schedules and borrower details.
- Automated interest-only payment calculations
- Complete amortization schedule with monthly breakdowns
- Borrower information section with address fields
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 & 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 & LoansLine of Credit Calculator
Calculate interest, payments, and balance on a revolving line of credit with flexible draw schedules.
- Flexible draw schedule input
- Automatic interest calculation
- Payment tracking and balance forecasting
Personal Finance & LoansLine of Credit Tracker
Track borrowing, payments, and balance on a line of credit with automated calculations.
- Automated balance calculations
- Payment history tracking
- Interest charge recording
Personal Finance & LoansLoan Amortization Analysis
Calculate monthly payments and track principal/interest breakdown for any loan over time.
- Automatic monthly payment calculation using PMT function
- Principal vs. interest breakdown for each payment
- Remaining balance tracking throughout loan term
Personal Finance & LoansLoan Amortization Calculator
Calculate monthly payments and track loan payoff with an amortization schedule.
- Monthly payment calculator
- Full amortization schedule
- Principal and interest breakdown per payment
Personal Finance & LoansLoan Amortization Schedule
Track loan payments month-by-month with principal, interest, and balance breakdowns.
- Automatic payment calculation by loan term
- Period-by-period principal and interest breakdown
- Remaining balance tracking
Personal Finance & LoansLoan Amortization Schedule
Track loan payments month-by-month with automatic interest and principal calculations across multiple scenarios.
- Automatic monthly payment calculation with interest and principal split
- Multiple payment option scenarios for side-by-side comparison
- Loan information summary with key terms
Personal Finance & LoansLoan Calculator with Extra Payments
Calculate loan payoff timelines and savings by modeling extra payment scenarios.
- Amortization table with monthly payment details
- Extra payment input and impact analysis
- Total interest calculation and payoff date tracking
Personal Finance & LoansLoan Calculator with Extra Payments
Calculate loan payoff schedules with flexible extra payments to reduce interest and accelerate debt elimination.
- Automated payment calculation using PMT function
- Extra payment tracking with SUMIF
- Period-by-period balance breakdown
Personal Finance & LoansLoan Tracking & Debt Management Register
Track borrowed funds, repayments, and overdue debt status with automatic calculations.
- Borrower name and loan date tracking
- Loan amount and repayment amount recording
- Automatic overdue debt flagging (90+ days)
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 Loan Payment Calculator with Interest Rate Comparison
Calculate auto loan payments across varying interest rates to find the best financing option.
- PMT function for automatic payment calculation
- Data table for multiple interest rate scenarios
- Total cost calculation including interest
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 & LoansMortgage Loan Payments
Calculate monthly mortgage payments and view full amortization schedule with interest breakdown.
- Automated monthly payment calculation using PMT function
- Full amortization table with cumulative principal and interest
- Loan summary with key terms and total interest cost
Personal Finance & LoansMortgage Payoff Calculator with Line of Credit
Accelerate mortgage payoff using a line of credit strategy with interactive payment scenarios.
- Mortgage and budget information inputs
- Interactive payment scenario calculations
- Interest cost comparison visualization