Template library

163 templates in this category.

Bond Valuation Calculator previewPersonal Finance & Loans

Bond Valuation Calculator

Calculate bond prices and yields using coupon rates, par value, and market conditions.

  • Coupon payment calculations
  • Par value and face value inputs
  • Yield-to-maturity (YTM) computations
intermediate.xlsx
Bond Valuation Calculator previewPersonal Finance & Loans

Bond Valuation Calculator

Calculate bond yields, prices, and valuations with semiannual interest payment analysis.

  • Yield to maturity calculator
  • Yield to call calculator
  • Bond price valuation model
advanced.xlsx
Bond Valuation Calculator previewPersonal Finance & Loans

Bond Valuation Calculator

Calculate bond prices and yields using coupon rates, par values, and market conditions.

  • Coupon payment calculations
  • Par value and yield inputs
  • Bond price computation using present value
intermediate.xlsx
Career Dashboard Template previewPersonal Finance & Loans

Career Dashboard Template

A comprehensive dashboard for tracking and managing multiple debts with progress visualization and payment planning.

  • Monthly debt summary dashboard
  • Debt progress tracker with interest rates
  • Payment plan comparison (minimum vs. actual payments)
intermediate.xlsx
College Savings Calculator previewPersonal Finance & Loans

College Savings Calculator

Calculate required monthly deposits to reach your college savings goal based on child's age and target amount.

  • Monthly deposit calculator
  • Automatic goal calculations using financial functions
  • Built-in error checking
intermediate.xlsx
College Savings Calculator previewPersonal Finance & Loans

College Savings Calculator

A spreadsheet tool to calculate and track savings growth for future college expenses

  • Future Value (FV) calculation
  • Age and timeline inputs
  • Deposit period tracking
intermediate.xlsx
College Savings Calculator previewPersonal Finance & Loans

College Savings Calculator

Calculate deposits needed to reach your child's college education funding goal.

  • Automatic deposit amount calculation using PMT function
  • Customizable child age and college cost inputs
  • Visual charts showing savings growth projections
intermediate.xlsx
College Savings Tracker previewPersonal Finance & Loans

College Savings Tracker

Calculate deposits needed to fund your child's college education with goal-based savings planning.

  • Automatic deposit amount calculation based on target goal
  • Child age and current savings input
  • Visual charts tracking savings progress
intermediate.xlsx
Compensating Balance Requirements - Effective Annual Rate Analysis previewPersonal Finance & Loans

Compensating Balance Requirements - Effective Annual Rate Analysis

Calculate effective annual rates on lines of credit with compensating balance requirements and commitment fees.

  • Compensating balance calculation
  • Commitment fee analysis on unused credit
  • Effective annual rate (EAR) computation
intermediate.xlsx
Compensating Balance Requirements & Effective Annual Rate Analysis previewPersonal Finance & Loans

Compensating Balance Requirements & Effective Annual Rate Analysis

Calculate effective annual rates on lines of credit accounting for compensating balances and commitment fees.

  • Compensating balance calculation and impact modeling
  • Commitment fee computation on unused credit portions
  • Effective annual rate (EAR) calculation
intermediate.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
Compound Interest Calculator Template previewPersonal Finance & Loans

Compound Interest Calculator Template

A spreadsheet template for calculating compound interest on loans or investments with customizable principal, rates, frequencies, and time periods.

  • Customizable principal/loan amount input
  • Multiple compounding frequency options (annual, semi-annual, quarterly, monthly)
  • Flexible time period calculations using EDATE function
intermediate.xlsx
Convertible Bond Valuation Calculator previewPersonal Finance & Loans

Convertible Bond Valuation Calculator

Calculate convertible bond values using par, call price, and financial metrics.

  • Par value input field
  • Call or sale price comparison
  • PV-based valuation calculation
intermediate.xlsx
Convertible Bonds Valuation Calculator previewPersonal Finance & Loans

Convertible Bonds Valuation Calculator

Calculate fair value and conversion metrics for convertible bond investments with par and call value analysis.

  • Par value calculation
  • Call/sale value comparison
  • Conversion value analysis
advanced.xlsx
Coronavirus Stimulus Calculator previewPersonal Finance & Loans

Coronavirus Stimulus Calculator

Calculate eligible stimulus payments and child tax credits based on filing status and dependents.

  • Tax bracket calculator by filing status
  • Child tax credit computation from dependents
  • Dependent eligibility assessment
intermediate.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
Credit Card Tracker previewPersonal Finance & Loans

Credit Card Tracker

Log and monitor credit card transactions, fees, and payment history in one central location.

  • Transaction date and description logging
  • Merchant name categorization
  • Automatic fee tracking
beginner.xlsx
Credit Repair Calculator previewPersonal Finance & Loans

Credit Repair Calculator

Track debt payoff strategies and visualize your path to financial freedom with snowball or avalanche methods.

  • Debt snowball and avalanche strategy comparison
  • Automated payment schedule by month
  • Creditor information table with balances and rates
intermediate.xlsx
Currency Rates and Calculator previewPersonal Finance & Loans

Currency Rates and Calculator

Real-time currency conversion tool with web-based exchange rates and VLOOKUP calculations.

  • Live currency rate imports via web query
  • VLOOKUP formula-based conversion calculations
  • Multi-currency reference table
intermediate.xlsx
Currency Rates and Calculator previewPersonal Finance & Loans

Currency Rates and Calculator

Live currency exchange rate lookup and conversion calculator with automatic data refresh.

  • Web query connection to MSN MoneyCentral
  • VLOOKUP formula for instant currency conversion
  • Automatic data refresh capability
intermediate.xlsx
Currency Rates and Calculator previewPersonal Finance & Loans

Currency Rates and Calculator

Track live exchange rates and convert currencies with automatic web-based data imports.

  • Automated web query to pull live MSN MoneyCentral rates
  • VLOOKUP-powered currency converter
  • One-click refresh to update all rates
intermediate.xlsx
Currency Rates and Calculator previewPersonal Finance & Loans

Currency Rates and Calculator

Real-time currency conversion tool with live exchange rates and automatic calculations.

  • Live exchange rate import from MSN MoneyCentral
  • Automated currency conversion formulas
  • One-click data refresh capability
intermediate.xlsx
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