Personal Finance Template Bundle
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The main focus of these templates is to help individual with the optimization of debt management, investment simulation, retirement, and home loan repayment.
Templates included:
1. Mortgage Savings Calculator - Based on making extra payments that can be defined in each payment period.
2. New Home 5-Year Purchase Plan - Enter all your cash flow factors in and your desired home you would like to buy and this will tell you when you are ready within the next 5 years.
3. Payoff Loans or Invest Simulation - A total return based model that tells you the maximum cash available if your loans are paid off or if you invest the money instead.
4. Multiple Loan Repayment Priority Repayment Schedule - Orders the loan repayments based on two optimization goal seek options to show quickest payoff plan.
5. IRR Investment Comparison - Enter up to 19 separate projects and their expected investment requirement and future cash flows to see the individual and aggregate IRR.
6. Interest Rate Swap - Vanilla model to test various assumptions about future rates and see potential profitability or loss of doing a swap.
7. Retirement Planning - Simulate your future cash flow availability given various assumptions.
All the templates have clearly labeled areas for where data is to be input versus cells that are formulas.
Templates included:
1. Mortgage Savings Calculator - Based on making extra payments that can be defined in each payment period.
2. New Home 5-Year Purchase Plan - Enter all your cash flow factors in and your desired home you would like to buy and this will tell you when you are ready within the next 5 years.
3. Payoff Loans or Invest Simulation - A total return based model that tells you the maximum cash available if your loans are paid off or if you invest the money instead.
4. Multiple Loan Repayment Priority Repayment Schedule - Orders the loan repayments based on two optimization goal seek options to show quickest payoff plan.
5. IRR Investment Comparison - Enter up to 19 separate projects and their expected investment requirement and future cash flows to see the individual and aggregate IRR.
6. Interest Rate Swap - Vanilla model to test various assumptions about future rates and see potential profitability or loss of doing a swap.
7. Retirement Planning - Simulate your future cash flow availability given various assumptions.
All the templates have clearly labeled areas for where data is to be input versus cells that are formulas.
