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Financial Models & Templates

Professional Excel models for finance professionals

Showing 25 professional models

Showing 25 models in Personal Finance

Excel Calculators

50/30/20 Budget Planner Calculator Excel Template

Downloadable 50/30/20 budget planner Excel template with live formulas. Track needs, wants, and savings targets...
Excel Calculators

TVM Calculator Excel Template

Time Value of Money Excel template with live formulas. Solve for any TVM variable -...
Excel Calculators

Stock Average Calculator Excel Template

Calculate your weighted average cost per share across multiple purchases. Track total shares, investment, and...
Excel Calculators

Retirement Goal Gap Calculator Excel Template

Calculate your retirement savings target, project your nest egg growth, and find exactly how much...
Excel Calculators

Net Worth Calculator Excel Template

Calculate your net worth, solvency ratio, and debt ratio instantly. Track 12 asset and liability...
Excel Calculators

Marginal Tax Rate Calculator Excel Template

Calculate your 2025 federal income tax, marginal rate, effective rate, FICA, and retirement contribution tax...
Excel Calculators

Life Insurance Needs Calculator Excel Template

DIME method Excel template for calculating life insurance coverage needs — debts, income replacement, mortgage,...
Excel Calculators

HSA Savings Calculator Excel Template

Project your HSA balance growth and calculate federal, FICA, and state tax savings with this...
Excel Calculators

Estate Tax Calculator Excel Template

Estimate federal estate tax liability with this Excel template featuring the 2025 exemption, DSUE portability,...
Excel Calculators

Credit Card Payoff Calculator Excel Template

Calculate your credit card payoff timeline, total interest, and debt-free date with this Excel template...
Personal Finance

Excel Mortgage Tracker With Prepayment Support

A free Excel mortgage tracker that builds a full amortization schedule and accounts for extra...
Personal Finance

Google Sheets Mortgage Tracker With Prepayment Support

A free Google Sheets mortgage tracker that builds a full amortization schedule and accounts for...
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