Template library
119 templates in this category.
Personal Finance & LoansExample Tax Calculation (Malaysia 2020)
Calculate Malaysian income tax liability with relief and donation deductions using official LHDN rates.
- Business profit entry field
- Non-allowable expenses reference sheet
- Donation deduction calculator
Personal Finance & LoansFinance Credit Exposure Analysis Template
Comprehensive credit risk assessment tool that tracks customer credit limits, payment history, and calculates exposure percentages to identify high-risk accounts.
- Customer credit limit management
- Payment date and amount tracking
- Automatic exposure percentage calculation
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
Personal Finance & LoansFinance Loan Amortization Schedule Template
Comprehensive loan amortization schedule template for tracking loan payments, interest, and principal reduction over time.
- Automated payment calculations
- Interest rate application
- Principal reduction tracking
Personal Finance & LoansFinance Loan Template
A comprehensive loan management spreadsheet for tracking loan details, debtor information, and payment schedules.
- Automated loan agreement number generation
- Payment schedule with date and amount tracking
- Principal and interest payment separation
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 & LoansHome Affordability Calculator
Determine how much home you can afford based on income and down payment using mortgage calculations.
- Mortgage payment calculation using PMT function
- Income-based affordability analysis
- Down payment scenario modeling
Personal Finance & LoansHome Equity Loan Calculator
Calculate home equity loans, borrowing capacity, and amortization schedules with detailed payment breakdowns.
- Multi-sheet calculator for qualification, payment, and equity projections
- Amortization schedule with date, payment, interest, and principal columns
- Balance tracking at any specified period
Personal Finance & LoansHome Mortgage Calculator
A comprehensive mortgage calculator that determines monthly payments, total interest, and amortization schedules for home loans.
- Automatic monthly payment calculation using PMT function
- Amortization schedule showing principal and interest breakdown
- Summary section with key loan information
Personal Finance & LoansIC Loan Amortization Schedule Template
Track loan payments month-by-month with automatic interest and principal calculations.
- Automatic PMT calculation for monthly payments
- Interest vs principal breakdown per payment
- Running balance tracker
Personal Finance & LoansInflation & Real Interest Rate Calculator
Calculate real vs. nominal interest rates accounting for inflation across time periods.
- Nominal interest rate calculations
- Real interest rate derivation
- Inflation rate tracking across periods
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 & LoansInsurance Needs Analysis Template
Evaluate insurance coverage requirements and financial gaps to ensure adequate protection for your business or family.
- Customizable company branding section
- Time value factor calculation chart
- Coverage gap analysis worksheet
Personal Finance & LoansInterest-Only Loan Calculator
Calculate and track interest-only loan payments with detailed amortization schedules and borrower details.
- Automated interest-only payment calculations
- Complete amortization schedule with monthly breakdowns
- Borrower information section with address fields
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 & LoansInternet Stock Quotes
Real-time stock quotes via web query—automatically update prices by changing symbols.
- Web query integration for live stock data
- Auto-refresh when stock symbols change
- MSN MoneyCentral data source
Personal Finance & LoansInternet Stock Quotes Tracker
Auto-import live stock quotes via web query; updates dynamically when you change symbols.
- Web query integration for live data pulls
- Dynamic symbol lookup and quote refresh
- Real-time stock price updates
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 & LoansIT Financial Loan Amortization Schedule Template
A comprehensive loan amortization schedule template for tracking loan payments, interest, and principal reduction over time with customizable frequency and periods.
- Automated amortization calculations
- Customizable payment frequency (annual, monthly, etc.)
- Principal and interest payment breakdown
Personal Finance & LoansLine of Credit Calculator
Calculate interest, payments, and balance on a revolving line of credit with flexible draw schedules.
- Flexible draw schedule input
- Automatic interest calculation
- Payment tracking and balance forecasting
Personal Finance & LoansLine of Credit Tracker
Track borrowing, payments, and balance on a line of credit with automated calculations.
- Automated balance calculations
- Payment history tracking
- Interest charge recording
Personal Finance & LoansLoan Amortization Analysis
Calculate monthly loan payments, interest costs, and view complete amortization schedules.
- Monthly payment calculation using PMT function
- Complete amortization schedule with running balance
- Interest vs. principal breakdown per payment
Personal Finance & LoansLoan Amortization Analysis
Calculate monthly payments and track principal/interest breakdown for any loan over time.
- Automatic monthly payment calculation using PMT function
- Principal vs. interest breakdown for each payment
- Remaining balance tracking throughout loan term