Template library
68 templates in this category.
Personal Finance & LoansMortgage Payoff Calculator with Line of Credit
Model accelerated mortgage payoff strategies using a line of credit to reduce interest and payoff time.
- Mortgage and budget information inputs
- Automated payment and interest calculations
- Line of credit integration modeling
Personal Finance & LoansMortgage Payoff Calculator with Line of Credit
Accelerate mortgage payoff using a line of credit strategy with interactive payment scenarios.
- Mortgage and budget information inputs
- Interactive payment scenario calculations
- Interest cost comparison visualization
Personal Finance & LoansMSN MoneyCentral Stock Quotes Tracker
Pull live stock quotes from MSN MoneyCentral using web queries to monitor investments in real-time.
- Automated web query connection to MSN MoneyCentral
- Real-time stock price updates
- Customizable stock symbol input
Personal Finance & LoansPaycheck Calculator with W-4 Tax Withholding
Calculate net pay and federal tax withholding using 2022 W-4 forms and IRS tax tables.
- Dual W-4 form support (new and old versions)
- 2022 federal tax tables and withholding schedules
- Automatic tax calculation from gross pay
Personal Finance & LoansPersonal Financial Statement
Track assets, liabilities, cash flow, and net worth with detailed account breakdowns for loans or financial planning.
- Personal balance sheet with assets and liabilities
- Detailed account information schedules
- Personal cash flow statement (inflows/outflows)
Personal Finance & LoansPersonal Financial Statement Template
Track your complete financial position with assets, liabilities, and key ratios across quarters.
- Quarterly comparison columns for trend analysis
- Automatic current ratio calculations
- Organized asset and liability categorization
Personal Finance & LoansPreferred Stock Valuation Calculator
Calculate preferred stock prices using dividend yield and par value formulas.
- Preferred stock price calculation
- Par value and dividend inputs
- Yield-based valuation
Personal Finance & LoansPresent Value Calculator V1.0
Calculate and compare present values of investments using interest rates and time periods.
- Multiple calculation modes for different scenarios
- Side-by-side investment comparison tool
- Configurable interest rates and time periods
Personal Finance & LoansRental Property Cash Flow Analysis
Track rental income, expenses, and net cash flow to understand property profitability month-by-month.
- Monthly income and expense tracking
- Automatic net cash flow calculations
- Cumulative cash flow analysis
Personal Finance & LoansRetirement Budget Planner
Plan retirement income, expenses, and savings to ensure financial security in your post-work years.
- Age-based year tracking
- Income and expense projections
- Scenario variables for sensitivity analysis
Personal Finance & LoansRetirement Budget Planner
Plan and track retirement income, expenses, and savings across your retirement years with detailed annual projections.
- Age-based retirement year tracking
- Annual income and expense projections
- Multi-year budget forecasting
Personal Finance & LoansRetirement Calculator
Estimate retirement savings and project when you can retire with interactive calculations.
- Automated future value calculations
- Number of periods calculation to reach savings goal
- Present value analysis of current retirement funds
Personal Finance & LoansRetirement Calculator
Project retirement savings and income needs with financial planning calculations and visual charts.
- Future value calculations
- Present value analysis
- Retirement timeline projections
Personal Finance & LoansRetirement Calculator
Project retirement savings needed and plan for financial security in retirement years.
- Future value projections with compound interest
- Monthly contribution calculator
- Inflation adjustment for retirement income
Personal Finance & LoansRetirement Planning Worksheet Template
Calculate retirement income needs and adjust for inflation with detailed financial projections.
- Annual retirement income calculator
- Inflation-adjusted budget projections by age
- Future value and savings requirement calculations
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 & 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