Template library
119 templates in this category.
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 & LoansPreferred Stock Valuation Calculator
Calculate preferred stock fair value and pricing using dividend yield and par value methods.
- PV function for present value calculations
- RATE function for yield-to-maturity
- Par value and dividend input fields
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 & LoansReal Estate Mortgage Calculator
A comprehensive mortgage calculator that computes loan payments and generates a detailed amortization schedule.
- Automated payment calculation using PMT function
- Dynamic amortization schedule with date generation
- Payment schedule with principal and interest breakdown
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 & LoansRental Property ROI & Cap Rate Calculator
Calculate return on investment and capitalization rate for rental properties with built-in formulas and visual charts
- Automated ROI calculations
- Cap rate computation
- PMT function for mortgage 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
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 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
Calculate retirement dates and years based on employee birthdates and retirement age policies.
- Automatic retirement date calculation using EDATE function
- Conditional logic to prevent errors on empty cells
- Automatic year extraction from calculated retirement dates
Personal Finance & LoansRetirement Planner
Project retirement savings, track disbursements, and visualize your financial path to retirement.
- Savings balance tracking across pre-retirement and retirement periods
- Automated disbursement calculations
- Combo chart visualization of savings and withdrawals
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 & LoansSinking Funds Calculator Template
A comprehensive spreadsheet tool for planning and tracking sinking funds to help save for future expenses.
- Dual-sheet organization with calculator and tracker
- Automatic calculation of remaining savings needed
- Date-tracked transaction logging
Personal Finance & LoansStock Market Indices Tracker
Track major stock indices with live web data refresh capabilities for market monitoring.
- Web query integration for live data
- Automatic data refresh capability
- Major indices display
Personal Finance & LoansStock Valuation - Zero or Constant Dividend Growth
Calculate intrinsic stock value using dividend discount model with zero or constant growth assumptions.
- Current dividend (Do) input field
- Dividend growth rate input
- Automatic intrinsic value calculation
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
Personal Finance & LoansWealth Dashboard Template
A comprehensive personal wealth tracking spreadsheet that monitors income, expenses, debt, savings, and asset allocation across multiple categories.
- Multi-sheet organization by financial category
- Automated row numbering system
- Income tracking by source and month