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Personal Finance
Links in This Category: 26
:: Microsoft Excel templates for amortization, mortgage calculations, personal budgets, closing costs, loans, 401(k) planning, annuities, checkbook registers, stock performance, etc.
 Vertex42 Money Manager
vertex42.com
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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. |
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Added: 07-26-2010 - Updated: 07-26-2010 - Hits total: 2383
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Home Budget Worksheet
www.vertex42.com
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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. |
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Added: 02-14-2007 - Updated: 02-14-2007 - Hits total: 25492
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Balloon Payment Loan Calculator
Vertex42.com
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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. |
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Added: 03-24-2005 - Updated: 03-27-2005 - Hits total: 6344
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Simple Amortization Chart
Vertex42.com
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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. |
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Added: 03-27-2005 - Updated: 11-13-2008 - Hits total: 8010
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| Family Monthly Budget Template http://office.microsoft.com/templates | |
| A monthly budget template for a family (two incomes, with children). From Microsoft.com. | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 15635
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| 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. | |
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Added: 03-29-2004 - Updated: 03-29-2004 - Hits total: 5250
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| 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. | |
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Added: 03-29-2004 - Updated: 03-29-2004 - Hits total: 4763
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| Loan Calculator - Simple http://office.microsoft.com/templates | |
| A simple loan calculator template from Microsoft.com | |
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Added: 03-29-2004 - Updated: 03-29-2004 - Hits total: 5025
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| 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) | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 4393
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| 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 | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 2959
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| 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) | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 12401
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| 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. | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 5981
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| 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) | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 6172
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| Loan Calculator - Extra Payments http://office.microsoft.com/templates | |
| A great Excel template for calculating loan payments with optional extra payments. (From Microsoft.com) | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 4658
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| Net Worth Calculator http://office.microsoft.com/templates | |
| An Excel template to figure your net worth (A balance sheet). From Microsoft.com | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 10362
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| Personal Budget Template http://office.microsoft.com/templates | |
| A personal yearly budget spreadsheet from Microsoft.com. | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 13325
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| Personal Financial Statement http://office.microsoft.com/templates | |
| A personal financial statement template for Excel, provided by the Service Corps of Retired Executives and available at Microsoft.com | |
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Added: 03-29-2004 - Updated: 04-21-2011 - Hits total: 21062
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| Retirement Budget Template http://office.microsoft.com/templates | |
| A budget template for retirement. From Microsoft.com | |
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Added: 03-29-2004 - Updated: 03-30-2004 - Hits total: 4446
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| Retirement Planning Spreadsheet Vertex42.com | |
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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. |
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Added: 12-14-2005 - Updated: 12-14-2005 - Hits total: 6301
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| 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. | |
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Added: 02-02-2006 - Updated: - - Hits total: 16724
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| 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) | |
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Added: 01-19-2007 - Updated: 01-19-2007 - Hits total: 4293
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| Mortgage Spreadsheet www.everydollarmatters.com | |
| Track up to 2 mortgages, what if scenarios. Handles pre-paying mortgage. Calculates annual interest for taxes. (Contains Macros) | |
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Added: 01-19-2007 - Updated: 02-05-2007 - Hits total: 2248
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| Personal Finance Calculators www.dcf-models.com | |
| Loan and mortgage spreadsheets and calculators, vehicle buy vs. lease, buy home vs. rent, and more. | |
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Added: 10-16-2007 - Updated: 10-16-2007 - Hits total: 5811
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| 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. | |
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Added: 04-21-2010 - Updated: - - Hits total: 1740
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| 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. | |
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Added: 04-21-2010 - Updated: - - Hits total: 1012
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| 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. | |
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Added: 05-20-2010 - Updated: - - Hits total: 578
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