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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: 25
  Editor's Pick 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?

  Editor's Pick 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?

  Editor's Pick 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?

  Editor's Pick 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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