FREE Templates

12 Month Budget

Budget Template.xlsx

Consumer Loan Calculations

TT42 - Calculating Consumer Loan Costs (1).xlsx

Investment Process

TT13 - Investment Process Spreadsheet.xlsx

Expected Return

TT27 - Expected Return Simulation and Benchmarks (1).xlsx

Mutual Fund Selection

TT7B - Mutual Fund Selection Worksheet.xlsx

Return Simulation of Assets

TT23 - Return Simulation for Asset Classes.xlsx

Home Loan Comparison

TT19 - Home Loan Comparison with Prepayment and Refinancing.xlsx

Maximum Allowable Mortgage

TT11 - Maximum Mortgage Payments for LDS.xlsx