Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
163 templates
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 timelines and savings by modeling extra payment scenarios against amortization schedules.
- Amortization table with payment-by-payment breakdown
- Extra payment scenario modeling
- Automatic payoff date calculation
Personal Finance & LoansLoan Calculator with Extra Payments
Track loan payoff with amortization schedule including extra payment flexibility and early payoff scenarios.
- Automatic PMT calculation for regular payments
- Amortization table with principal/interest breakdown
- Extra payment column to model payoff acceleration
Personal Finance & LoansLoan Comparison Calculator
Compare multiple loan scenarios side-by-side with payment schedules and amortization details.
- Side-by-side payment comparison across multiple scenarios
- Full amortization schedule with principal and interest breakdown
- Flexible payment frequency selection
Personal Finance & LoansLoan Repayment Calculator Template
Calculate loan payments and track monthly breakdown using PMT function to determine payment amounts and monitor balance over time.
- PMT function for automatic payment calculation
- Monthly payment breakdown with dates
- Interest rate tracking
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 Affordability Calculator Template 1
Compare standard and FHA mortgage options with amortization schedules and visual charts
- Dual mortgage comparison (Standard and FHA)
- Amortization schedule calculations
- Interest and principal payment breakdowns
Personal Finance & LoansMortgage Loan Payments
Track mortgage payments and build amortization schedules with principal/interest breakdowns.
- Automated amortization table with payment-by-payment breakdown
- Principal and interest split for each payment
- Running balance calculation showing payoff progress
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
Model accelerated mortgage payoff strategies using a line of credit to reduce interest and payoff time.
- Mortgage and budget information inputs
- Automated payment and interest calculations
- Line of credit integration modeling
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
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 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