Portfolio Analysis is the examination of securities over a period of time to get an overview of investments is called Portfolio Analysis. Portfolio evaluations at regular intervals will help the investor make portfolio reallocation based on the performance or requirements of funds in the near future. I have created the Microsoft Excel template for easy […]
Download Free Personal Finance Templates in Excel
Want to manage your debts payments, savings, and investments in a smart and easy manner? Now you can use MS Excel to manage Personal Finance such as Debt Reduction Calculator, Monthly Household Budget, Credit Card Payoff Calculator, etc.
All excel templates are free to download and use. Click the link to visit the page to find the detail description of each template and understand how each template has been prepared.
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Download Loan Amortization Excel Template
Loan Amortization is the gradual repayment of a debt over a period of time. In order to amortize a loan, your payments must be large enough to pay not only the interest that has accrued but also to the principal. As per Wiki – “In banking and finance, an amortizing loan is a loan where […]
Download Personal Budget Excel Template
We have created a Personal Budget Template in Excel, Google Sheet, and Open Office with predefined formulas and a graphical overview of the financials. This template is useful to everyone but especially for working individuals and students.
Download Income Tax Calculator FY 2018-19 Excel Template
Income Tax Calculator FY 2018-19 (AY 2019-20) is a simple tax estimator for Indian taxpayers with calculations of gross incomes from multiple sources, all allowed and possible deductions. Usually, people consider income tax calculation to be a complex task. But in actual sense, it is not complex. The main thing here is to understand the […]
Download Personal Income-Expense Tracker Excel Template
Personal Income-Expense Tracker is an excel template display in to easily manage your finance by recording your monthly incomes and expenses. Sometimes at the end of every month, we usually find a shortage of money due to our unaccounted expenses or our bad spending habits. It is necessary to keep track of our incomes and […]
Download Savings Goal Tracker Excel Template
We have created a simple and easy Saving Goal Tracker Template to manage your income-expenses, plan your savings goals and track the progress of your saving goals.
Download Credit Card Payoff Calculator Excel Template
We have created a simple and easy Credit Card Payoff Calculator Excel Template that helps you calculate the duration of payoff and also the interest amount to be paid against each payment mode.
Download Monthly Household Budget Excel Template
We have created a simple and easy Monthly Household Budget Excel Template that will help you evaluate your income sources, budget your expenses and keep a track of actual expenses along with a graphical representation.
Download Debt Reduction Calculator Excel Template
We have created a simple and easy-to-use Debt Reduction Calculator Excel Template with predefined formulas that can help you create a debt repayment and also saving a lot of interest payments.
Download Investment Tracker With ROI Excel Template
We have created a simple and easy Investment Tracker Excel Template with predefined formulas and formating. Track your investment on a monthly and yearly basis. Additionally, the template displays the ROI percentage for each year individually. Furthermore, it also displays the accumulated amount of money at the end of 5 years and 10 years against your defined goal.
Download Wedding Guest List Excel Template
To make this tedious job easy and simplify the guest listing process, we have created a Weeding Guest List Excel Template.to track and manage your guest list with minimum efforts. Additionally, it provides you with a summary of the invitee’s gender, relationship with the bride or groom, etc. You can also calculate the catering expenses by filling in the pricing information.
Download Rent Receipt Excel Template
We have created a simple and easy Rent Receipt Excel Template with predefined formulas and formats. Print and issue your receipt in less than a minute. Insert the details of rent received along with payment details. Go to the receipt template. Type in the receipt number and it is ready to print.
Download Rental Property Management Excel Template
We have created a simple and easy Rental Property Management System in Excel with predefined formulas to manage multiple properties accounts all in one place. List down your properties, keep records of tenants, property maintenance, and rental ledger. Additionally, this template will generate multiple reports related to property and tenants.
Download Loan Comparison Calculator Excel Template
We have created a simple and easy Loan Comparison Calculator Excel Template with predefined formulas. Just enter a few details for each loan scenario and it automatically compares all loans for you. Furthermore, the template also provides a loan amortization schedule for all scenarios. The template compares the loans on the basis of interest to be paid, total repayment amount, repayment duration and installment amount.
Download Rental Property Maintenance Register Excel Template
To simplify the process, we have created a simple and easy Rental Property Maintenance Register Template with predefined formulas and formatting. All you need to do is just enter a few details and select the rest from the dropdown menu. You can prepare property-wise, tenant-wise, month-wise, and AMC-wise reports by using the filter option.
Download Home Remodel Budget Excel Template
We have created a simple and easy Home Remodel Budget Excel Template with predefined formulas and formating. Insert the required data and your remodeling budget is ready.