Category

Personal Finance & Loans

Calculators and planners for savings, investments, loans, and retirement.

163 templates

Home Mortgage Calculator previewPersonal Finance & Loans

Home Mortgage Calculator

Calculate monthly payments, amortization schedules, and total interest for fixed-rate mortgages.

  • PMT function calculates exact monthly payment amounts
  • Amortization schedule breaks down principal and interest by payment period
  • Visual charts show payment distribution and remaining balance over time
beginner.xlsx
Home Mortgage Calculator previewPersonal Finance & Loans

Home Mortgage Calculator

Calculate monthly payments, amortization schedules, and compare mortgage scenarios with built-in charts.

  • Automatic monthly payment calculation using PMT function
  • Complete amortization schedule with date tracking
  • Visual charts for payment breakdown and loan progression
beginner.xlsx
Home Mortgage Calculator previewPersonal Finance & Loans

Home Mortgage Calculator

A comprehensive mortgage calculator that determines monthly payments, total interest, and amortization schedules for home loans.

  • Automatic monthly payment calculation using PMT function
  • Amortization schedule showing principal and interest breakdown
  • Summary section with key loan information
intermediate.xlsx
IC Loan Amortization Schedule Template previewPersonal Finance & Loans

IC Loan Amortization Schedule Template

Track loan payments month-by-month with automatic interest and principal calculations.

  • Automatic PMT calculation for monthly payments
  • Interest vs principal breakdown per payment
  • Running balance tracker
intermediate.xlsx
Inflation & Real Interest Rate Calculator previewPersonal Finance & Loans

Inflation & 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
intermediate.xlsx
Inflation and Real Interest Rate Calculator previewPersonal Finance & Loans

Inflation 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
intermediate.xlsx
Insurance Needs Analysis Template previewPersonal Finance & Loans

Insurance 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
intermediate.xlsx
Interest-Only Loan Calculator previewPersonal Finance & Loans

Interest-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
intermediate.xlsx
Internet Stock Quotes previewPersonal Finance & Loans

Internet 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
intermediate.xlsx
Internet Stock Quotes previewPersonal Finance & Loans

Internet 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
intermediate.xlsx
Internet Stock Quotes Tracker previewPersonal Finance & Loans

Internet 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
intermediate.xlsx
Investment Calculator Template previewPersonal Finance & Loans

Investment 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
beginner.xlsx
Investment Tracker previewPersonal Finance & Loans

Investment 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
intermediate.xlsx
IT Financial Loan Amortization Schedule Template previewPersonal Finance & Loans

IT Financial Loan Amortization Schedule Template

A comprehensive loan amortization schedule template for tracking loan payments, interest, and principal reduction over time with customizable frequency and periods.

  • Automated amortization calculations
  • Customizable payment frequency (annual, monthly, etc.)
  • Principal and interest payment breakdown
intermediate.xlsx
Line of Credit Calculator previewPersonal Finance & Loans

Line 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
intermediate.xlsx
Line of Credit Tracker previewPersonal Finance & Loans

Line 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
intermediate.xlsx
Loan Amortization Analysis previewPersonal Finance & Loans

Loan 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
intermediate.xlsx
Loan Amortization Analysis previewPersonal Finance & Loans

Loan Amortization Analysis

Calculate monthly loan payments, interest costs, and view complete amortization schedules.

  • Monthly payment calculation using PMT function
  • Complete amortization schedule with running balance
  • Interest vs. principal breakdown per payment
intermediate.xlsx
Loan Amortization Calculator previewPersonal Finance & Loans

Loan 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
beginner.xlsx
Loan Amortization Calculator Template previewPersonal Finance & Loans

Loan Amortization Calculator Template

A spreadsheet tool for calculating and tracking loan payments with detailed monthly breakdowns of principal, interest, and remaining balance.

  • Automated payment calculations
  • Monthly breakdown with dates
  • Principal and interest separation
intermediate.xlsx
Loan Amortization Schedule previewPersonal Finance & Loans

Loan 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
beginner.xlsx
Loan Amortization Schedule previewPersonal Finance & Loans

Loan 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
intermediate.xlsx
Loan Calculator Template previewPersonal Finance & Loans

Loan Calculator Template

A spreadsheet tool for calculating loan details including start date, end date, and payment schedules using date functions.

  • Automatic loan date calculations
  • Dynamic end date computation using MAX function
  • Conditional logic with IF statements
intermediate.xlsx
Loan Calculator with Extra Payments previewPersonal Finance & Loans

Loan 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
intermediate.xlsx