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: 25

Vertex42 Money Manager vertex42.com
	The ultimate Money Management spreadsheet! Create a yearly budget, record daily transactions, track your budget vs. actual spending. An alternative to other money management software.
Rating: (0 votes) - Details - Added: 07-26-2010 - Hits: 324 - Error?

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: 23587 - 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: 5763 - 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: (5 votes) - Details - Added: 03-27-2005 - Hits: 7312 - 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: 14731 - 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: 4688 - 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: 4193 - 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: 4510 - 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: 3942 - 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: 2561 - 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: 11709 - 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: 5414 - 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: 5588 - 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: (1 votes) - Details - Added: 03-29-2004 - Hits: 4180 - 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: 9274 - 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: 12556 - 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: 3966 - 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: 5667 - 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: 15722 - 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: 3779 - 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: 1890 - 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: 5168 - Error?

All In One Personal Finance Dashboard ptmoney.com
	In general, this sheet puts all your personal financial information in one simple, printable spreadsheet. It includes a personal balance sheet, personal income statement, a spot for financial goals, as well as a place for your account log-in credentials.
Rating: (3 votes) - Details - Added: 04-21-2010 - Hits: 703 - Error?

Monthly Expense Tracker ptmoney.com
	This sheet will help you avoid late payments and overdrafts by tracking all of your monthly recurring expenses and showing you how they will affect your balance at different times in the month.
Rating: (5 votes) - Details - Added: 04-21-2010 - Hits: 456 - Error?

Personal Debt Analyser DebtAdviceFoundation.org
	This spreadsheet-based debt analyser is designed for people in the UK. In addition to helping you calculate how much you can pay each month, it prepares negotiation letters to send to your creditors.
Rating: (2 votes) - Details - Added: 05-20-2010 - Hits: 136 - Error?

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