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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
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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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Rating: (3 votes) -
Details - Added: 02-14-2007 - Hits: 17567 -
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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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Rating: (10 votes) -
Details - Added: 03-24-2005 - Hits: 4755 -
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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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Rating: (4 votes) -
Details - Added: 03-27-2005 - Hits: 5930 -
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401(k) Planner
http://office.microsoft.com/templates
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A spreadsheet for 401(k) Planning, available at Microsoft.com, but originally provided by KMT Software, Inc.
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Rating: (0 votes) -
Details - Added: 03-29-2004 - Hits: 3877 -
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Bond Amortization Template
http://office.microsoft.com/templates
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An Excel template for calculating bond amortization. Available at Microsoft.com and originally provided by KMT Software, Inc.
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Rating: (7 votes) -
Details - Added: 03-29-2004 - Hits: 3452 -
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CD Switch Analysis
http://office.microsoft.com/templates
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An Excel template for figuring out whether to switch CDs (Certificate of Deposits, not Compact Discs). From Microsoft.com
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Rating: (0 votes) -
Details - Added: 03-29-2004 - Hits: 2129 -
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Simple Checkbook Register
http://office.microsoft.com/templates
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A simple Excel checkbook register template. Not really fancy, but you need to start somewhere. (From Microsoft.com)
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Rating: (2 votes) -
Details - Added: 03-29-2004 - Hits: 10194 -
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Consumer Debt Manager
http://office.microsoft.com/templates
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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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Rating: (0 votes) -
Details - Added: 03-29-2004 - Hits: 4360 -
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Credit Card Use Log
http://office.microsoft.com/templates
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This Excel template is like a checkbook register, but for credit card transactions. (From Microsoft.com)
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Rating: (0 votes) -
Details - Added: 03-29-2004 - Hits: 4528 -
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Net Worth Calculator
http://office.microsoft.com/templates
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An Excel template to figure your net worth (A balance sheet). From Microsoft.com
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Rating: (5 votes) -
Details - Added: 03-29-2004 - Hits: 7069 -
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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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Rating: (3 votes) -
Details - Added: 12-14-2005 - Hits: 4606 -
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Personal Finance Spreadsheets
www.uncommonwaytowealth.com
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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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Rating: (7 votes) -
Details - Added: 02-02-2006 - Hits: 13023 -
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Credit and Loan Worksheet
www.everydollarmatters.com
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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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Rating: (2 votes) -
Details - Added: 01-19-2007 - Hits: 2811 -
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Mortgage Spreadsheet
www.everydollarmatters.com
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Track up to 2 mortgages, what if scenarios. Handles pre-paying mortgage. Calculates annual interest for taxes. (Contains Macros)
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Rating: (3 votes) -
Details - Added: 01-19-2007 - Hits: 1368 -
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Similar Categories Finance
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