Personal Finance

:: Microsoft Excel templates for amortization, mortgage calculations, personal budgets, closing costs, loans, 401(k) planning, annuities, checkbook registers, stock performance, etc.

Links in This Category: 21

Home Budget Worksheet www.vertex42.com
	Create a 12-month home, family, or personal budget using this spreadsheet. Use the existing income/expense categories, or add your own. This is a very useful financial planning tool.
Rating: (3 votes) - Details - Added: 02-14-2007 - Hits: 17567 - Error?

Balloon Payment Loan Calculator Vertex42.com
	Calculate the monthly payments, total interest, and the amount of the balloon payment for a basic balloon loan. Includes an amortization and payment schedule suitable for auto and mortgage loans.
Rating: (10 votes) - Details - Added: 03-24-2005 - Hits: 4755 - Error?

Simple Amortization Chart Vertex42.com
	Create a basic amortization table and a chart that compares the cumulative interest vs. principal. Good for gaining an initial understanding of amortization for car loans and home mortgage loans.
Rating: (4 votes) - Details - Added: 03-27-2005 - Hits: 5930 - Error?

Family Monthly Budget Template http://office.microsoft.com/templates
	A monthly budget template for a family (two incomes, with children). From Microsoft.com.
Rating: (5 votes) - Details - Added: 03-29-2004 - Hits: 12992 - Error?

401(k) Planner http://office.microsoft.com/templates
	A spreadsheet for 401(k) Planning, available at Microsoft.com, but originally provided by KMT Software, Inc.
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 3877 - Error?

Bond Amortization Template http://office.microsoft.com/templates
	An Excel template for calculating bond amortization. Available at Microsoft.com and originally provided by KMT Software, Inc.
Rating: (7 votes) - Details - Added: 03-29-2004 - Hits: 3452 - Error?

Loan Calculator - Simple http://office.microsoft.com/templates
	A simple loan calculator template from Microsoft.com
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 3784 - Error?

Buy vs. Lease Car Calculator http://office.microsoft.com/templates
	A great calculator for analyzing whether to buy or lease a car. (From Microsoft.com)
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 3343 - Error?

CD Switch Analysis http://office.microsoft.com/templates
	An Excel template for figuring out whether to switch CDs (Certificate of Deposits, not Compact Discs). From Microsoft.com
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 2129 - Error?

Simple Checkbook Register http://office.microsoft.com/templates
	A simple Excel checkbook register template. Not really fancy, but you need to start somewhere. (From Microsoft.com)
Rating: (2 votes) - Details - Added: 03-29-2004 - Hits: 10194 - Error?

Consumer Debt Manager http://office.microsoft.com/templates
	An Excel template for managing (keeping track of) consumer debt. Available at Microsoft.com and provided originally by KMT Software, Inc.
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 4360 - Error?

Credit Card Use Log http://office.microsoft.com/templates
	This Excel template is like a checkbook register, but for credit card transactions. (From Microsoft.com)
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 4528 - Error?

Loan Calculator - Extra Payments http://office.microsoft.com/templates
	A great Excel template for calculating loan payments with optional extra payments. (From Microsoft.com)
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 3562 - Error?

Net Worth Calculator http://office.microsoft.com/templates
	An Excel template to figure your net worth (A balance sheet). From Microsoft.com
Rating: (5 votes) - Details - Added: 03-29-2004 - Hits: 7069 - Error?

Personal Budget Template http://office.microsoft.com/templates
	A personal yearly budget spreadsheet from Microsoft.com.
Rating: (2 votes) - Details - Added: 03-29-2004 - Hits: 10929 - Error?

Retirement Budget Template http://office.microsoft.com/templates
	A budget template for retirement. From Microsoft.com
Rating: (0 votes) - Details - Added: 03-29-2004 - Hits: 3239 - Error?

Retirement Planning Spreadsheet Vertex42.com
	A simple template that estimates the value of an annuity at retirement. Compares total payments to interest earned. Run simulations with random annual interest rates and a variable number of annual payments.
Rating: (3 votes) - Details - Added: 12-14-2005 - Hits: 4606 - Error?

Personal Finance Spreadsheets www.uncommonwaytowealth.com
	Varied Excel personal finance spreadsheets, including mortgage calculators, debt repayment calculators, millionaire calculator, car maintenance, inventory, net worth, grocery price book, and checkbook balancer.
Rating: (7 votes) - Details - Added: 02-02-2006 - Hits: 13023 - Error?

Credit and Loan Worksheet www.everydollarmatters.com
	Free spreadsheet to help assess your debt. Payoff your debt quicker using our loan worksheet, and credit card worksheet. (Contains Macros)
Rating: (2 votes) - Details - Added: 01-19-2007 - Hits: 2811 - Error?

Mortgage Spreadsheet www.everydollarmatters.com
	Track up to 2 mortgages, what if scenarios. Handles pre-paying mortgage. Calculates annual interest for taxes. (Contains Macros)
Rating: (3 votes) - Details - Added: 01-19-2007 - Hits: 1368 - Error?

Personal Finance Calculators www.dcf-models.com
	Loan and mortgage spreadsheets and calculators, vehicle buy vs. lease, buy home vs. rent, and more.
Rating: (1 votes) - Details - Added: 10-16-2007 - Hits: 3478 - Error?

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