Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
163 templates
Personal Finance & LoansRetirement Savings Calculator
Project your retirement nest egg with compound growth calculations and visual savings growth charts.
- Compound interest calculations
- Age-based savings projections
- Multiple scenario modeling
Personal Finance & LoansRetirement Withdrawal Calculator
Plan sustainable retirement income withdrawals from your investment portfolio with built-in calculations.
- Automatic withdrawal calculations based on portfolio value
- Withdrawal schedule and timeline projections
- Visual charts showing income and balance over time
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 & LoansSimple Debt Schedule Template
Track and manage multiple loans with automated balance calculations and visual charts
- Automated balance calculations using MIN formula
- Visual charts for debt visualization
- Multi-loan tracking capability
Personal Finance & LoansSimple Interest Loan Calculator
Calculate loan payments and track payment history for simple interest loans with borrower details.
- Loan payment calculator based on principal, rate, and term
- Payment history tracker with balance updates
- Borrower information fields for documentation
Personal Finance & LoansSimple Interest Loan Calculator
Calculate loan payments and track repayment schedules with simple interest formulas and payment history.
- Automatic interest and payment calculations using simple interest formula
- Payment tracker with date-stamped transaction history
- Borrower information and loan term management
Personal Finance & LoansSimple Loan Calculator
Calculate monthly loan payments and view complete amortization schedule with interest breakdown.
- Automatic monthly payment calculation
- Full amortization schedule with interest breakdown
- Principal vs interest payment tracking
Personal Finance & LoansSimple Loan Calculator
Calculate monthly payments and loan costs with automatic interest and amortization breakdown.
- Automatic monthly payment calculation
- Total interest and loan cost summary
- Amortization schedule showing principal and interest breakdown
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 & LoansTraditional vs. Roth IRA Calculator
Compare tax implications of Traditional and Roth IRAs to optimize your retirement savings strategy.
- Side-by-side Traditional and Roth IRA calculations
- Tax rate variable inputs for contribution and retirement phases
- Visual charts comparing after-tax take-home amounts
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