Financial Templates

5 Whys Templates

The 5 Whys comprises a set of techniques for problem investigation. This method identifies the root cause of a problem by repeatedly asking “Why?” at least five times until the root cause of the problem is reached. Originally developed by the founder of Toyota Industries, Sakichi Toyoda, the method has become a means to an end in the Lean manufacturing philosophy. It’s widely used in industries from business to healthcare, engineering, and quality management for problems in defect, operation, and productivity. It all begins by identifying an existing problem or failure and asking a series of relevant systematic questions regarding… Download »5 Whys Templates

12 Free Cost Benefit Analysis Templates

An economic Cost-Benefit Analysis template is a framework that allows companies, as well as individuals, to weigh up the costs and benefits associated with taking a certain course of action. It offers a means of determining whether the expected values of benefits from venturing into a new investment, business plan or project, surpass its costs aimed at achieving the goal. Such templates are therefore essential for decision-making as they provide a method of creating measurement units which take account of costs for example, among other things, the capital required for a venture, the cost of operations, the risks of investments… Download »12 Free Cost Benefit Analysis Templates

12 Free Root Cause Analysis Templates

The term “Root Cause Analysis” (RCA) denotes a systematic approach to problem-solving used to determine root causes of problems in the business operating environment, in manufacturing, healthcare, IT, and in other various industries. Rather than providing a cure for the symptoms, RCA aims at identifying the original cause so that the organization can come up with an effective permanent solution, while at the same time preventing the problem from coming up again. This structured approach looks into efficiency improvements and reductions of operational risks and goes a long way toward improving an organization’s quality position. Root cause analysis involves collecting… Download »12 Free Root Cause Analysis Templates

14 Free Break Even Analysis Spreadsheets

A break-even analysis spreadsheet is a structured financial tool used to find out the point where a business’s revenue becomes equal to the total costs incurred by it, which means that there is no profit or loss. This analysis helps the business understand the minimum sales volume required to cover expenses and profit-making. A well-prepared spreadsheet simplifies calculations by clearly and neatly organizing financial data so that business owners, accountants, or analysts can use it to make informed theorizing on pricing, cost control, and revenue projections. Key Components and Functionality In the most general sense, a break-even analysis spreadsheet is… Download »14 Free Break Even Analysis Spreadsheets

06 Free Personal Budget Templates

A Personal Budget Plan is an estimate of specific revenue and expenses over a period of time. It can usually be sorted out and re-arranged on a timely basis. The personal budget can be made for a single person. To manage your timely expenses, prepare for life’s events, and be able to afford big-ticket items without going into debt, you need your personal budget plan template. Managing your income and spending doesn’t have to be drudgery. You don’t require you to be good at math and also doesn’t mean you can’t buy the things you want. It just means that… Download »06 Free Personal Budget Templates

06 Free Business Budget Templates

A Business Budget Plan is a financial plan for an organization’s expenses and revenues. It is expected over a specific period of time or in the future. A well-planned budget helps a business estimate spending, identify present capital, and predict revenue for the future. It helps a leader to understand how his/her company is performing. Budgeting in your business is very important to control future cash flows and make well-operational decisions. There can be also many key expenses and costs that an organization contains in its budget plans. A business budget can help the owner plan his company’s activities and… Download »06 Free Business Budget Templates

06 Free Film Budget Templates [MS Excel]

A Film Budget is a process in which a line producer, production manager, and accountant create a specific budget for film production. The document of the film budget will include several pages. It is used to secure finance and lead to the pre-production of the film. Film budgeting is also designed based on the film and the producer’s directions. Before starting a film budget, you need to know what a plan such as that is generally made up of. A film’s budget plays an important role throughout the film production cycle. It is with the major suggestions going far after… Download »06 Free Film Budget Templates [MS Excel]

06 Free Budget Templates for Couples

Budgeting is a significant activity that allows you to track the expected amount of money and how much you have received, spent, and left to meet your future needs. It helps you to reduce the burden of unwanted expenses. Therefore, you see a considerable amount of uplift in your savings for reaching your financial targets. Additionally, it averts the situation for you to get stuck into debt. That is why most couples are specifically using Budget Templates for Couples to track their cash outflows. In short, budget templates determine the way for couples to achieve prosperity in their lives. Why… Download »06 Free Budget Templates for Couples

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05 Free Budget Templates for Single Person

Using Budget Templates for a Single Person is an amazing systematic process for anyone to track his/her expenses and income. Your expenses are monitored and tracked within a structure established for the achievement of your objectives. In this regard, you are able to treat these forms like a professional when it comes to managing what comes in and goes out. people have used them to keep off debts. Because it helps you set the priorities for your income and spending according to the given time frame. In short, this is the key reason that wise individuals are practicing this habit… Download »05 Free Budget Templates for Single Person

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10 Free Budget Templates for Saving Money

Saving money requires proper planning because without it you don’t have any command of your disbursements. That makes you financially vulnerable. However, budget templates for saving money play a vital role in reaching your desired financial outcomes. It gives you the authority to back up your future uncertain happenings. That is why for saving money, budgeting templates are an amazing opportunity for any business or individual to live a sound and healthy financial life. Why do we need Budget Templates to save money? Undoubtedly, one can’t memorize its incoming and outgoing throughout the year. So you need a properly planned… Download »10 Free Budget Templates for Saving Money

04 Free Budget Templates for Retirees

Planning a retirement directs the retirement income goals and the actions, as well as decisions, are necessary to achieve those goals. It must contain to identify your source of income, expenses, a savings program, and also manage assets and risk. Upcoming cash flows are evaluated to measure whether the retirement income goal will be achieved. Some of these plans can be changed depending on whether your living area or country has its unique system of workplace-sponsored plans. Planning your retirement will be a lifelong process. You can start it at any time, but it works best if you have proper… Download »04 Free Budget Templates for Retirees

10 Free Student Budget Templates

A Student Budgeting Template is very important for a student’s financial stability. It will be ensuring to pay common expenses such as rent, tuition, student loans, credit card bills, and entertainment. A student budget plan ensures you’re not spending money more than you’re making. It can allow you to plan for short- and long-term expenses. It’s a very easy way for students with all types of income and expenses to keep their school, college, and university finances in order. Every student simply wants to be able to keep track of his/her income left over after all expenses to ensure not… Download »10 Free Student Budget Templates

09 Free Budget Templates for Family

It is essential to have a proper financial budgeting tool to achieve financial goals for a family. Because, without taking care of your weekly, monthly, and yearly expenditures, you will not be able to reach your desired goal. Whether it is buying a new car or house. Therefore, proper budgeting templates are precisely helpful in that cause. Why it is important? Families often suffer financial loss periodically due to not keeping a trace of their outflows in a year. So, if you are running a business or home keeping the record of variable fixed as well as miscellaneous spending is important. It… Download »09 Free Budget Templates for Family

08 Free Budget Templates for Teenagers

Making a budget for your financial affairs is not only vital for big projects and businesses but also for every individual to have a better life. Teens usually get themselves in trouble while spending their income. Therefore, budget templates for teenagers are a great assistance for them. It becomes easy for them to chase down their outgoings for unwanted expenses to retain their savings. Why use teenage Budget Templates? An unorganized life takes you nowhere to reach your financial destiny. So, budgeting your incomings and outgoings is a great habit in your teenage to get full control over your financial… Download »08 Free Budget Templates for Teenagers

06 Free Budget Templates for NGOs

NGO Budget usually comes across when a nonprofit organization needs to plan and implement a project activity. It will also come across when they are in the proposal development process. A proper and good budget plan is required to convince the fund donor for NGOs. Fund donor agencies have their limits and distribute financial resources among nonprofit organizations. It was not based on their project plans but also according to their present budget. A budget plan is a document in which you can specify how much income or money you need to spend if your company has grant proposals. In… Download »06 Free Budget Templates for NGOs

06 Free Bi-Weekly Budget Templates

A Bi-weekly Budget is a fixed budget plan that takes into account collecting a paycheck every 14 days. Some of them may be weekly, monthly, and also twice per month. A biweekly budget plan is slightly different from the yearly total number of paychecks. Budget plans have been usually described as much necessary task. It cannot be considered fun, so most professionals judge it much important. You can’t consider your project valuable until you plan a good budget, no matter whether your project is small or big. A good biweekly budget plan gives you a direction to track your income… Download »06 Free Bi-Weekly Budget Templates

05 Free Household Budget Templates

A Household Budget plan will be a spending plan. It will help you to determine where your finances can go each month. A good household budget will help to manage your all-financial planning for a specific time. When you make a household budget plan, you can then understand where your cash is going at a specified time. You can also develop a good plan for savings. Using a well-developed household budget, you can easily manage your spending, saving, income, and more. However, you can also get your future financial goals. People that always seem to get themselves short on money… Download »05 Free Household Budget Templates

06 Free Wedding Budget Templates

Creating a Wedding Budget is one of the important tasks. Making this budget includes all of the other decisions such as venues, guest lists, meal options, and spring for the pricey. A wedding budget starts with the guest list that tells the most of the cost you’re going to plan. You must spend most of the money on taking care of your guests and their food, venue, and beverage. Another amount of your budget includes a specific amount for photographers, videographers, and also for entertainment. Also, logistical and casual items such as lighting, stationery, and transportation must be included in… Download »06 Free Wedding Budget Templates