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  This page lists all our Personal Finance templates. Our 40+ unique templates are listed on the following template pages:  
  • 35 Personal Cash Flow Template
This unique personal finance template enables users to record their personal income and expenses from an unlimited number of transaction sources and to automatically compile a monthly personal finance report for any user defined 12 month period. Transactions can be entered or copied from bank account or credit card account statements before allocating the transactions to the appropriate personal finance accounts. The template includes 65 default accounts and you can add an unlimited number of additional accounts. Reporting periods are determined based on a user defined start date and the report can be rolled forward for any subsequent 12 month period by simply changing the start date in a single input cell.
  • Includes the following features:
  • Record & analyze personal (household) income & expenses
  • Accommodates an unlimited number of transaction sources
  • Reconcile recorded transactions to account statement balances
  • 12 Month report automatically compiled from transactions entered
  • 65 Default accounts in 8 report categories (additional accounts can be added)
  • Reporting periods determined by user defined start date in a single input cell
  • Filter report by individual transaction source
  • Report can be rolled forward or back by simply changing a single date
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. personal budget templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. personal finance budgetClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. personal finance templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. personal finances templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 252KB File Size: 88KB File Size: 205KB File Size: 86KB
  • 36 Income Tax Calculation Template
This template enables users to perform income tax calculations based on multiple tax brackets (also referred to as a sliding income tax scale). The template design incorporates six default tax brackets but additional tax brackets can be added if required. All the income tax calculations are automated and user input is limited to defining the appropriate tax bracket values and income tax percentages. The template also includes a monthly income tax calculation sheet which is especially useful when calculating the monthly income tax that should be deducted from an employee's salary based on variable monthly remuneration amounts.
  • Includes the following features:
  • Flexible design accommodates any income tax calculation
  • Includes six default income tax brackets and facilitates additional tax brackets
  • Calculates monthly income tax applicable to variable monthly remuneration
  • All income tax calculations are automated
  • Includes medical aid deduction calculation for PAYE purposes
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. tax templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. tax calculationClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. income tax templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. income tax calculationClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 112KB File Size: 47KB File Size: 80KB File Size: 34KB
  • 37 Fixed Term Deposits Template
This template enables users to compile an investment account statement for any fixed term deposit. The investment account statement includes interest calculations that are based on daily investment account balances and capitalized to the investment account on any user defined date. The template provides for multiple investments of funds, withdrawals of funds, interest payments, bank charges, interest rate changes and investment accounts can be compiled for any investment period. The template uses the same calculation methodology that is applied by most financial institutions and can therefore be used to recalculate the amounts on account statements that are received from financial institutions or to compile investment account statements for informal investments.
  • Includes the following features:
  • Suitable for any fixed term deposit that is subject to daily interest calculation
  • Automated investment account statement based on limited user input
  • Automated calculation of interest
  • Facilitates capitalizing interest on any user defined date
  • Accommodates multiple deposits, withdrawals & interest rate changes
  • Automated monthly investment account summary
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. excel term deposit templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. investment statement templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. excel fixed term deposit templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. investment account statement templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 222KB File Size: 77KB File Size: 138KB File Size: 60KB
  • 38 Annuity Investment Return Template
This template enables users to calculate the annual investment return that results from the investment of a monthly annuity. Users are required to enter the monthly annuity amounts and the appropriate investment valuation in order to calculate an annual investment return. The template also facilitates including a lump sum in the investment return calculation, calculating an investment valuation forecast and calculating a cumulative annual investment return. The investment return calculations in this unique template can be applied to most annuity type investments and can even be used to calculate the investment return that results from pension fund contributions.
  • Includes the following features:
  • Suitable for most annuity type investments
  • Record monthly annuity amounts
  • Record investment valuation as per monthly statement
  • Automated calculation of annual investment return
  • Also facilitates calculating overall annual investment return
  • Includes investment valuation forecast calculations
  • Accommodates initial lump sum investment amount
  • Accommodates constant & variable annuity amounts
  • Includes annual investment return chart
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. annuity templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. excel annuityClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. annuity investment templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. excel annuity investmentClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 241KB File Size: 110KB File Size: 177KB File Size: 85KB
  • 39 Residential Property Investment Return Template
This template enables users to calculate a comprehensive residential property investment forecast for any property investment or primary residence over any investment period between 1 month and 20 years. Users are required to specify input values for a comprehensive series of property variables and the template automatically calculates a comprehensive, accurate investment return forecast on an annual and cumulative basis. The template incorporates variable monthly interest rates, an unlimited number of ad hoc bond repayments, variable annual capital growth rates and property income tax and capital gains tax calculations. We guarantee that you'll not find a more practical and comprehensive residential property forecast solution anywhere else!
  • Includes the following features:
  • Limited user input in order to compile comprehensive, automated forecast
  • Variable monthly interest rates & unlimited ad hoc bond repayments
  • Variable annual capital growth rates
  • Includes capital gains tax & income tax
  • Detailed monthly amortization table & detailed annual cash flow report
  • Comprehensive property investment return analysis
  • Annual equity balances (before & after disposal cost provisions)
  • Net present value (NPV) and internal rate of return (IRR)
  • Annual return on equity (ROE)
  • Annual gross & net rental yields
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. property templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. excel propertyClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. property investment templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. excel property investmentClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR400 ($30 £24 €28) File Size: 547KB File Size: 195KB File Size: 358KB File Size: 148KB
  • 40 Vehicle Logbook Template
This unique template enables users to compile a complete vehicle logbook for all business and private travel. The template accommodates multiple vehicles and can also be used to calculate travel charges for invoicing to clients. The template is suitable for individuals who need to compile a vehicle logbook for income tax purposes and for businesses that need to manage a fleet of vehicles, calculate amounts that need to be charged to clients, manage pool cars and analyze business & private use of vehicles.
  • Includes the following features:
  • Suitable for individual & business use
  • Accommodates an unlimited number of vehicles
  • Compile a comprehensive logbook for each verhicle
  • Calculate client travel charges for invoicing
  • Analyze business & private use of all vehicles
  • Monitor number of business trips per client & per vehicle
  • Calculations can be filtered for individual vehicles or clients
  • Standard form for recording of all trips
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. excel logbookClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. logbook templateClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. vehicle logbookClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. travel logbookClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 352KB File Size: 101KB File Size: 213KB File Size: 73KB
  • 41 Expense Claims Template
This template enables users to record expense claims and automatically calculates expense claim totals by client, employee and expense account. The template can be used by individual employees for recording the expenses that they need to claim or by businesses for the recording & allocation of all employee expense claims. The template also contains an expense claim remittance which can be printed, attached to supporting documents, signed off by employees and authorized for payment by managers.
  • Includes the following features:
  • Save separate versions for business & employee use
  • Employees record all their detailed expense claims
  • Copy individual employee claim details into consolidated business version
  • Automated report for charges to clients
  • Automated report for analysis of claims per employee
  • Automated report for allocation of claims to expense accounts
  • Automated remittance for approval of expense claims by management
  Click this button to add the template to your shopping cart. All prices are once-off and the use of the templates is not restricted to any pre-determined period. excel expense claimsClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. expense claimsClick this button to open the trial version in Microsoft Excel and enable our 100% safe & secure trial version macro to try out the template. The .xls file format is appropriate for users of the 2003 version of Excel. employee claimsClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xls file format is appropriate for users of the 2003 version of Excel. claim templateClick this button to open the sample file in Microsoft Excel. Our sample files illustrate the layout & features of the template but cannot be edited. The .xlsx file format should be used for all Excel versions after Excel 2003.
Return to Top ZAR300 ($23 £18 €21) File Size: 245KB File Size: 77KB File Size: 185KB File Size: 61KB
  This page lists all our Personal Finance templates. Our 40+ unique templates are listed on the following template pages:  
                     
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