Category
Personal Finance & Loans
Calculators and planners for savings, investments, loans, and retirement.
100 templates
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 & 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 & 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 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 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 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 & 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 & 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
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 & 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 & LoansFinancial Goals Worksheet Template
Set clear, measurable financial goals and identify roadblocks to achieving them.
- Goal definition section with clarity and measurability focus
- Roadblocks and obstacles tracking
- Simple worksheet layout for personal or family planning
Personal Finance & LoansHigh-Tech Stock Club Investment Analysis
Track stock purchases and monitor portfolio performance with real-time quotes and price analysis.
- Web query integration for live stock quotes
- Automatic cost calculations (shares × price)
- 3D pie chart visualization of holdings
Personal Finance & LoansHigh-Tech Stock Club Investment Tracker
Track stock acquisitions, monitor prices, and analyze portfolio performance with real-time quotes and visual charts.
- Web query integration for live stock price updates
- Automatic cost basis and initial investment calculation
- 3-D pie chart visualization of portfolio composition
Personal Finance & LoansInflation 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
Personal Finance & LoansInternet 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
Personal Finance & LoansInvestment 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
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 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