Finance Templates & Tools


Excel can help you substantially in the planning, management and analysis of your personal finances and business information, be it household budgets, business plans, management information packs or just number crunching sheets.


Learning to use Excel in these areas will improve your CV and put you in better control of your money.


Below is an up to date list of all the Finance Templates & Tools currently available for download. More content will be added on a regular basis. If you have any ideas or requests please to get in touch.


  • Finance: Gant Chart
  • Finance: Household Budgeting Model


New Templates & Tools coming soon - 


  • Finance: Personal Tax Computations
  • Finance: Simple Business Plan
  • Finance: Simple Costing Model


To appreciate them fully, we recommend viewing the screenshots in full screen mode.