Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
163 templates
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 & LoansPersonal Net Worth Calculator
Track your total assets and debts to calculate and monitor your net worth over time.
- Organized asset categories with individual line items
- Debt tracking by category
- Automatic net worth calculation
Personal Finance & LoansPreferred Stock Valuation Calculator
Calculate preferred stock fair value and pricing using dividend yield and par value methods.
- PV function for present value calculations
- RATE function for yield-to-maturity
- Par value and dividend input fields
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 & LoansPrintable Finance Sheet Template
A comprehensive personal finance tracking spreadsheet with income, expenses, savings, and liabilities tracking.
- Income tracking by category
- Expense tracking by subcategory
- Savings and investment account tracking
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 & LoansRental Property ROI & Cap Rate Calculator
Calculate return on investment and capitalization rate for rental properties with built-in formulas and visual charts
- Automated ROI calculations
- Cap rate computation
- PMT function for mortgage 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 & LoansSinking Funds Calculator Template
A comprehensive spreadsheet tool for planning and tracking sinking funds to help save for future expenses.
- Dual-sheet organization with calculator and tracker
- Automatic calculation of remaining savings needed
- Date-tracked transaction logging
Personal Finance & LoansStock Market Indices Tracker
Track major stock indices with live web data refresh capabilities for market monitoring.
- Web query integration for live data
- Automatic data refresh capability
- Major indices display
Personal Finance & LoansStock Valuation - Zero or Constant Dividend Growth
Calculate intrinsic stock value using dividend discount model with zero or constant growth assumptions.
- Current dividend (Do) input field
- Dividend growth rate input
- Automatic intrinsic value calculation
Personal Finance & LoansStock Valuation Models Calculator
Calculate stock prices using variable, constant, and zero growth models plus expected returns.
- Three valuation models (variable, constant, zero growth)
- Expected return calculation for common stock
- NPV analysis integration
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
Personal Finance & LoansWealth Dashboard Template
A comprehensive personal wealth tracking spreadsheet that monitors income, expenses, debt, savings, and asset allocation across multiple categories.
- Multi-sheet organization by financial category
- Automated row numbering system
- Income tracking by source and month