Financial Planning Templates
Professional budget templates, financial models, and investment calculators used by Fortune 500 companies. Save hours on financial planning and analysis.
Salary Planning Template
FreeThe salary planning workbook helps you plan your department's salary adjustments for the year.
Total Cost of Ownership Template
$29Professional TCO analysis template for comprehensive cost evaluation and budgeting decisions.
Investment Analysis Template
$49Financial analysis template for evaluating business investments and ROI.
IT Departmental Budget Template
$0Comprehensive IT budget planning template for departments and teams.
Hardware Capitalization Schedule
$29Track and manage hardware assets and depreciation schedules.
Break-Even Analysis Calculator
$29Professional break-even analysis calculator with scenario modeling, profitability analysis, and cost
Business Loan Application
$29Complete business loan application template with financial projections, business plans, and loan pac
CAPEX Planning
$29Professional template from ToolkitCafe with comprehensive features and implementation guidance.
Financial Dashboard Template
$79Comprehensive financial dashboard template for tracking KPIs, revenue, expenses, and profitability.
Financial Planning Template
$49Comprehensive financial planning template for budgeting, forecasting, and scenario analysis. Profess
Financial Projections Spreadsheet
$49Professional financial projections template for startups and businesses. Includes income statement,
Startup Financial Model
$149Professional startup financial model with funding scenarios, revenue projections, and investor prese
Accounting Setup Templates
$29Comprehensive accounting systems setup toolkit with chart of accounts....
Asset Management Templates
$49Comprehensive asset management toolkit with asset registers....
Business Budget Toolkit
$49Complete business budgeting toolkit with annual budgets....
Business Continuity Planning Kit
$29Comprehensive business continuity toolkit for disaster recovery....
Business Formation Kit
$29Complete business formation toolkit: incorporation docs....
Compliance Management Templates
$79Complete compliance management toolkit with policies....
Contract Templates
$29Complete contract template collection with NDAs....
Corporate Governance Templates
$29Complete corporate governance toolkit with board charters....
Crisis Management Templates
$49Comprehensive crisis management toolkit with emergency response plans....
Enterprise Budgeting & Forecasting
$49Professional enterprise budgeting and forecasting templates with zero-based budg...
Financial Modeling Templates
$149Complete financial modeling toolkit with DCF models....
Financial Planning Resources
$49Comprehensive business financial planning toolkit for financial strategy....
Financial Reporting Templates
$49Comprehensive financial reporting suite with GAAP-compliant financial statements...
FP&A Dashboard Templates
$79Professional FP&A dashboard templates with real-time KPIs....
Insurance Planning Templates
$29Comprehensive insurance planning toolkit with coverage analysis....
Internal Audit Checklists
$29Comprehensive internal audit toolkit for audit planning....
Investment Analysis Templates
$49Complete investment analysis toolkit with ROI calculations....
Invoicing & Accounting Templates
$29Comprehensive invoicing and accounting toolkit for small businesses. Invoice tem...
IP Protection Templates
$29Comprehensive intellectual property protection toolkit with trademark applicatio...
Licensing Agreement Templates
$29Comprehensive licensing agreement toolkit with software licenses....
Partnership Agreements
$29Complete partnership agreement templates for joint ventures....
Risk Assessment Templates
$29Comprehensive risk assessment toolkit with enterprise risk registers....
Strategic Financial Planning Templates
$49Comprehensive strategic financial planning templates with 3-year models....
Tax Strategy Planning Templates
$49Comprehensive tax strategy toolkit with tax planning worksheets....
Terms & Conditions Templates
$29Complete terms and conditions templates for websites....
Need All Financial Templates?
Get our Financial Planning & Analysis Toolkit with 12 premium templates for comprehensive financial management.
View Financial Toolkit