Financial Management

Smart financial management starts with financial templates

Managing your personal and business finances is a complex operation, involving a number of important tasks and responsibilities. Let Microsoft financial templates take on some of the work. A financial template is a great resource to generate a monthly budget, track spending, and manage your debt. Try a financial template calculator in Excel to help pay off a car loan, student loan, or credit card balance. Need help with big financial decisions? Use finance templates for Excel to compare mortgage types, assess the pros and cons of switching investments, or to calculate whether a new car is in your future. Small business owners can use financial templates for a number of financial tasks, from creating yearly income statements to forecasting their cash flow.

Financial templates help simplify tax time, clarify financial goals, and give you control over your financial life. You’ll wonder how you ever got along without them. Explore the collection of financial templates and download what you need to succeed.