Template library
100 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 & 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 & LoansNet 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
Personal Finance & LoansNet 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
Personal Finance & LoansNet 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
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 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 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 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 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
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 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 & LoansSalary and Monthly Income Tracker
Track salary, expenses, and 13-month income with automatic calculations and charts.
- Salary and expense entry columns
- Automatic monthly income calculation
- 13-month income tracking
Personal Finance & LoansSavings Goal Tracker
Track progress toward multiple savings goals with visual targets and automated calculations.
- Multi-category savings tracking
- Automated progress calculations
- Goal amount targets
Personal Finance & LoansSavings Interest Calculator
Calculate projected interest earnings and growth on your savings over time with visual charts.
- Configurable investment timeline
- Interest rate inputs
- Automatic balance projections
Personal Finance & LoansSavings Snowball Tracker
Calculate and track your savings snowball progress with automated goal prioritization and monthly planning.
- Automated savings calculator by month
- Goal prioritization and ranking system
- Progress tracking with visual charts
Personal Finance & LoansSimple Interest Loan Calculator
Calculate loan payments and track payment history for simple interest loans with borrower details.
- Loan payment calculator based on principal, rate, and term
- Payment history tracker with balance updates
- Borrower information fields for documentation