Template library

30 templates in this category.

Amortization Chart previewPersonal Finance & Loans

Amortization Chart

Track loan payments month-by-month with principal, interest, and balance breakdowns.

  • Automatic monthly payment calculation using PMT function
  • Principal vs. interest payment breakdown per month
  • Running loan balance after each payment
beginner.xlsx
Balloon Loan Calculator previewPersonal Finance & Loans

Balloon Loan Calculator

Calculate payments, interest, and amortization for balloon loans with custom terms and final lump-sum payment.

  • Automatic monthly payment calculation
  • Complete amortization schedule with principal/interest breakdown
  • Customizable loan term, rate, and balloon amount
beginner.xlsx
Balloon Loan Calculator previewPersonal Finance & Loans

Balloon Loan Calculator

Calculate monthly payments and total interest for balloon loans with monthly compounding.

  • Monthly payment calculator using PMT function
  • Automatic interest compounding based on monthly periods
  • Total interest and payoff summary
beginner.xlsx
Compound Interest Calculator previewPersonal Finance & Loans

Compound 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
beginner.xlsx
Credit Account Register previewPersonal Finance & Loans

Credit Account Register

Track credit card transactions, balances, and available credit with automated calculations.

  • Automated available credit calculation
  • Transaction logging with date and payee tracking
  • Category-based spending organization
beginner.xlsx
Credit Card Payment Calculator previewPersonal Finance & Loans

Credit Card Payment Calculator

Calculate optimal payment strategies and interest costs for credit card debt payoff.

  • Current balance input and tracking
  • Interest rate and APR calculation
  • Monthly payment amount calculator
beginner.xlsx
Credit Card Payoff Calculator previewPersonal Finance & Loans

Credit Card Payoff Calculator

Calculate monthly payments and payoff timeline for credit card debt with interest calculations.

  • Monthly payment calculation using PMT function
  • Automatic payoff timeline computation
  • Interest rate handling
beginner.xlsx
Debt Balance Tracker previewPersonal Finance & Loans

Debt 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
beginner.xlsx
Debt to Income Ratio Calculator previewPersonal Finance & Loans

Debt to Income Ratio Calculator

Calculate your debt-to-income ratio to assess borrowing capacity and financial health.

  • Automated DTI ratio calculation
  • Monthly income and debt input fields
  • Clear ratio output with industry benchmarks
beginner.xlsx
Extra Payment Mortgage Calculator previewPersonal Finance & Loans

Extra Payment Mortgage Calculator

Calculate mortgage payoff timelines and interest savings by modeling extra monthly payments.

  • Loan information input (amount, rate, term)
  • Extra monthly payment adjustment
  • Payoff timeline calculation
beginner.xlsx
Family Benefit Eligibility Calculator previewPersonal Finance & Loans

Family Benefit Eligibility Calculator

Calculate family allowance eligibility based on household income and dependent children.

  • Multi-source income consolidation (primary, spouse, other)
  • Dependent child counting and tracking
  • Per-capita income calculation
beginner.xlsx
Financial Goals Worksheet Template previewPersonal Finance & Loans

Financial 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
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

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
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 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 Tracking & Debt Management Register previewPersonal Finance & Loans

Loan 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)
beginner.xlsx
Money Tracker previewPersonal Finance & Loans

Money 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
beginner.xlsx
Monthly Salary & Expense Tracker previewPersonal Finance & Loans

Monthly 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
beginner.xlsx
Monthly Salary and Expense Tracker previewPersonal Finance & Loans

Monthly 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
beginner.xlsx
Monthly Salary and Expense Tracker previewPersonal Finance & Loans

Monthly 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
beginner.xlsx
Net Worth Calculator previewPersonal Finance & Loans

Net 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
beginner.xlsx
Net Worth Calculator previewPersonal Finance & Loans

Net 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
beginner.xlsx
Net Worth Calculator previewPersonal Finance & Loans

Net Worth Calculator

Track your total assets and liabilities to calculate your overall net worth and financial position.

  • Personalized header with name and date
  • Automatic sum calculations for total assets
  • Automatic sum calculations for total liabilities
beginner.xlsx
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