All Templates

Financial Planning Templates

Professional budget templates, financial models, and investment calculators used by Fortune 500 companies. Save hours on financial planning and analysis.

37
Templates
1
Free Resources
$1645
Total Value

Salary Planning Template

Free

The salary planning workbook helps you plan your department's salary adjustments for the year.

XLSX0 downloads

Total Cost of Ownership Template

$29

Professional TCO analysis template for comprehensive cost evaluation and budgeting decisions.

XLSX180 downloads
TCOFinancial AnalysisBudgeting

Investment Analysis Template

$49

Financial analysis template for evaluating business investments and ROI.

XLSX10 downloads
InvestmentROIFinancial Analysis

IT Departmental Budget Template

$0

Comprehensive IT budget planning template for departments and teams.

XLSX8 downloads
IT BudgetDepartmentPlanning

Hardware Capitalization Schedule

$29

Track and manage hardware assets and depreciation schedules.

XLSX7 downloads
Asset ManagementDepreciationHardware

Break-Even Analysis Calculator

$29

Professional break-even analysis calculator with scenario modeling, profitability analysis, and cost

XLSX71 downloads

Business Loan Application

$29

Complete business loan application template with financial projections, business plans, and loan pac

XLSX30 downloads

CAPEX Planning

$29

Professional template from ToolkitCafe with comprehensive features and implementation guidance.

XLSX77 downloads

Financial Dashboard Template

$79

Comprehensive financial dashboard template for tracking KPIs, revenue, expenses, and profitability.

XLSX112 downloads

Financial Planning Template

$49

Comprehensive financial planning template for budgeting, forecasting, and scenario analysis. Profess

XLSX89 downloads

Financial Projections Spreadsheet

$49

Professional financial projections template for startups and businesses. Includes income statement,

XLSX11 downloads

Startup Financial Model

$149

Professional startup financial model with funding scenarios, revenue projections, and investor prese

XLSX60 downloads

Accounting Setup Templates

$29

Comprehensive accounting systems setup toolkit with chart of accounts....

XLSX94 downloads
accounting systems

Asset Management Templates

$49

Comprehensive asset management toolkit with asset registers....

XLSX53 downloads
asset management

Business Budget Toolkit

$49

Complete business budgeting toolkit with annual budgets....

XLSX160 downloads
business budgeting

Business Continuity Planning Kit

$29

Comprehensive business continuity toolkit for disaster recovery....

XLSX178 downloads
business continuity

Business Formation Kit

$29

Complete business formation toolkit: incorporation docs....

XLSX112 downloads
business formation

Compliance Management Templates

$79

Complete compliance management toolkit with policies....

XLSX195 downloads
compliance management

Contract Templates

$29

Complete contract template collection with NDAs....

XLSX134 downloads
contract templates

Corporate Governance Templates

$29

Complete corporate governance toolkit with board charters....

XLSX77 downloads
corporate governance

Crisis Management Templates

$49

Comprehensive crisis management toolkit with emergency response plans....

XLSX158 downloads
crisis management

Enterprise Budgeting & Forecasting

$49

Professional enterprise budgeting and forecasting templates with zero-based budg...

XLSX46 downloads
enterprise budgeting forecasting

Financial Modeling Templates

$149

Complete financial modeling toolkit with DCF models....

XLSX51 downloads
financial modeling

Financial Planning Resources

$49

Comprehensive business financial planning toolkit for financial strategy....

XLSX65 downloads
financial planning

Financial Reporting Templates

$49

Comprehensive financial reporting suite with GAAP-compliant financial statements...

XLSX145 downloads
financial reporting

FP&A Dashboard Templates

$79

Professional FP&A dashboard templates with real-time KPIs....

XLSX60 downloads
fpa dashboard suite

Insurance Planning Templates

$29

Comprehensive insurance planning toolkit with coverage analysis....

XLSX105 downloads
insurance planning

Internal Audit Checklists

$29

Comprehensive internal audit toolkit for audit planning....

XLSX173 downloads
internal audit

Investment Analysis Templates

$49

Complete investment analysis toolkit with ROI calculations....

XLSX177 downloads
investment analysis

Invoicing & Accounting Templates

$29

Comprehensive invoicing and accounting toolkit for small businesses. Invoice tem...

XLSX41 downloads
invoicing accounting

IP Protection Templates

$29

Comprehensive intellectual property protection toolkit with trademark applicatio...

XLSX174 downloads
ip protection

Licensing Agreement Templates

$29

Comprehensive licensing agreement toolkit with software licenses....

DOCX13 downloads
licensing agreements

Partnership Agreements

$29

Complete partnership agreement templates for joint ventures....

DOCX23 downloads
partnership agreements

Risk Assessment Templates

$29

Comprehensive risk assessment toolkit with enterprise risk registers....

XLSX173 downloads
risk assessment

Strategic Financial Planning Templates

$49

Comprehensive strategic financial planning templates with 3-year models....

XLSX199 downloads
strategic financial planning

Tax Strategy Planning Templates

$49

Comprehensive tax strategy toolkit with tax planning worksheets....

XLSX60 downloads
tax strategy

Terms & Conditions Templates

$29

Complete terms and conditions templates for websites....

XLSX1 downloads
terms conditions

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