Template library
30 templates in this category.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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