Balance Transfer Calculator

This spreadsheet will be useful if you have received a balance-transfer offer in the mail and you are wondering whether or not it could actually save you money.

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College Savings Estimator

Worried to death about how you’re going to pay for Junior’s higher education ? Well, with tuition rates rising significantly each year, you might as well keep worrying. But while you’re at it, do a little planning. And do it with this spreadsheet. This spreadsheet will give you a rough idea of how much savings you can expect to accumulate (so long as you do it consistently!) by the time Junior is ready to start college. In addition, you’ll be able to see how your savings will stack up against up to five years of college expenses.

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Event Calendar

There are some excel calendar that provide you a plain excel event calendar that will make you fill your event inside the date boxes. The problem with the plain spreadsheets is you have to do that manually and whenever you think you have to move the event to other date, you have to find the corresponding date box, delete or move the event to other date box. This excel event calendar is try to ease your job on doing that kind of things. All you have to do just put your event in available column, and the excel function will map your event into corresponding date. And you don’t have to worry about date ‘written order’ issue, since it is already managed by the excel formula.


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Loan Analysis

This is the standard excel loan template which you can find in many internet sites. It just displays the monthly loan payment within some period based on parameter that you input into the corresponding cells, those are ‘interest rate’, ‘years of loan’, and ‘loan amount’. The ‘payments due’ data is optional information needed just to remain you the due date of your loan payment.


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Conventional Mortgage

This is a conventional mortgage qualifying worksheet that can be used for your personal preliminary evaluation of your loan application. Or, you can use this sheet to evaluate which house that can be bought based on your income. Use this just for your personal reference only since different banks will have different policy on approving your loan application.


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