Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
163 templates
Personal Finance & LoansAnnuity Calculator Template
Calculate annuity payments based on present value, future value, and other financial parameters using built-in formulas.
- Annuity payment calculation
- Present value analysis
- Future value projections
Personal Finance & LoansAnnuity Investment Calculator
Calculate present value, future returns, and monthly payments for annuity investments.
- Present value input field
- Interest rate configuration
- Investment period (years) setting
Personal Finance & LoansAnnuity Investment Calculator
Calculate present value, future value, and monthly payments for annuity investments with compound interest.
- Present value calculation
- Future value projection over custom time period
- Interest rate input
Personal Finance & LoansAnnuity Investment Calculator
Calculate present value, future value, and monthly payments for annuity investments with compound interest.
- Present value calculation
- Future value projection
- Periodic payment computation
Personal Finance & LoansAnnuity Investment Calculator
Calculate present value, future payments, and interest components of annuity investments over time.
- Present value to future value conversion
- Monthly payment calculation
- Interest rate input and analysis
Personal Finance & LoansBond Valuation Calculator
Calculate bond prices and yields using coupon rates, par value, and market conditions.
- Coupon payment calculations
- Par value and face value inputs
- Yield-to-maturity (YTM) computations
Personal Finance & LoansBond Valuation Calculator
Calculate bond prices and yields using coupon rates, par values, and market conditions.
- Coupon payment calculations
- Par value and yield inputs
- Bond price computation using present value
Personal Finance & LoansBond Valuation Calculator
Calculate bond yields, prices, and valuations with semiannual interest payment analysis.
- Yield to maturity calculator
- Yield to call calculator
- Bond price valuation model
Personal Finance & LoansCollege Savings Calculator
Calculate required monthly deposits to reach your college savings goal based on child's age and target amount.
- Monthly deposit calculator
- Automatic goal calculations using financial functions
- Built-in error checking
Personal Finance & LoansCollege Savings Calculator
A spreadsheet tool to calculate and track savings growth for future college expenses
- Future Value (FV) calculation
- Age and timeline inputs
- Deposit period tracking
Personal Finance & LoansCollege Savings Calculator
Calculate deposits needed to reach your child's college education funding goal.
- Automatic deposit amount calculation using PMT function
- Customizable child age and college cost inputs
- Visual charts showing savings growth projections
Personal Finance & LoansCollege Savings Tracker
Calculate deposits needed to fund your child's college education with goal-based savings planning.
- Automatic deposit amount calculation based on target goal
- Child age and current savings input
- Visual charts tracking savings progress
Personal Finance & LoansCompound Interest Calculator
Calculate investment growth with compound interest over time using principal, rate, and frequency inputs.
- Compound interest calculation
- Multiple compounding frequencies
- Principal and rate inputs
Personal Finance & LoansCompound Interest Calculator Template
A spreadsheet template for calculating compound interest on loans or investments with customizable principal, rates, frequencies, and time periods.
- Customizable principal/loan amount input
- Multiple compounding frequency options (annual, semi-annual, quarterly, monthly)
- Flexible time period calculations using EDATE function
Personal Finance & LoansConvertible Bond Valuation Calculator
Calculate convertible bond values using par, call price, and financial metrics.
- Par value input field
- Call or sale price comparison
- PV-based valuation calculation
Personal Finance & LoansConvertible Bonds Valuation Calculator
Calculate fair value and conversion metrics for convertible bond investments with par and call value analysis.
- Par value calculation
- Call/sale value comparison
- Conversion value analysis
Personal Finance & LoansCredit Card Tracker
Log and monitor credit card transactions, fees, and payment history in one central location.
- Transaction date and description logging
- Merchant name categorization
- Automatic fee tracking
Personal Finance & LoansCurrency Rates and Calculator
Track live exchange rates and convert currencies with automatic web-based data imports.
- Automated web query to pull live MSN MoneyCentral rates
- VLOOKUP-powered currency converter
- One-click refresh to update all rates
Personal Finance & LoansCurrency Rates and Calculator
Live currency exchange rate lookup and conversion calculator with automatic data refresh.
- Web query connection to MSN MoneyCentral
- VLOOKUP formula for instant currency conversion
- Automatic data refresh capability
Personal Finance & LoansCurrency Rates and Calculator
Real-time currency conversion tool with web-based exchange rates and VLOOKUP calculations.
- Live currency rate imports via web query
- VLOOKUP formula-based conversion calculations
- Multi-currency reference table
Personal Finance & LoansCurrency Rates and Calculator
Real-time currency conversion tool with live exchange rates and automatic calculations.
- Live exchange rate import from MSN MoneyCentral
- Automated currency conversion formulas
- One-click data refresh capability
Personal Finance & LoansDebt Balance Tracker
Monitor your balance, debts, and net position with automatic calculations and visual charts.
- Automatic net balance calculation
- Balance vs. debt comparison
- Visual charts for financial tracking
Personal Finance & LoansDiscounted Commercial Paper—Effective Annual Rate Calculator
Calculate effective annual rates for discounted commercial paper investments.
- Automatic EAR calculation from par value and nominal rate
- Handles discounted commercial paper structures
- Standardized yield comparison tool
Personal Finance & LoansFinance Investment Template
Track and analyze investment portfolio performance with ROI calculations and asset valuations.
- Investment log with date and asset details
- Current value vs. invested amount tracking
- ROI and return percentage calculations