Download Free Personal Finance Templates in Excel

Portfolio analysis is examination of securities over a period of time to gain a comprehensive overview of investments. This process is of paramount importance for investors to make informed decisions regarding portfolio reallocation based on the performance or future requirements of their investment funds. Regular portfolio evaluations facilitate investors in making well-informed decisions regarding portfolio […]

Loan Amortization refers to the systematic repayment of a debt over an extended period through a series of scheduled installments. To amortize a loan effectively, the periodic payments must be substantial enough to cover not only the interest that has accrued but also a portion of the principal amount. As per Wiki – “In banking […]

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.

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 […]

Personal Income-Expense Tracker is an excel template to easily manage your finance by recording your monthly incomes and expenses. It’s common for people to run short of money at the end of the month due to unplanned expenses or overspending. Carefully tracking your income and spending is important for financial stability. Using this template to […]

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.

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.

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.

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.

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.

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.

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.

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.  

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.

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.

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.