Template library

Excel templates: Personal Finance

Templates for household budgets, savings, debt payoff, 401(k)/IRA tracking and getting your family finances under control

30 templates found

Personal Finance

Estimate college aid data for 2026-2027 with Student Data, EFC Calculation, Dashboard, and Instructions tabs for planning FAFSA costs.

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Personal Finance

Track 529 account balances, contributions, college projections, goals, and surplus or shortfall for each beneficiary in one Excel workbook.

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Personal Finance

Track 2026 Solo 401(k) employee and employer contributions by date, tax year, amount, payment method, and month.

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Personal Finance

Calculate 2026 SEP IRA contributions with employee eligibility, compensation caps, IRS limits, final contributions, and a summary dashboard.

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Personal Finance

Track nondeductible IRA contributions, Roth conversions, pro-rata calculations, Form 8606 basis, taxable amounts, and filing status in Excel.

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Personal Finance

Track 401(k) paycheck deferrals, employer match, taxes, and year-to-date totals for employees and payroll use.

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Personal Finance

Track traditional IRA RMDs by year, divisor, withdrawals, and shortfalls with dashboard and tracker tabs.

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Personal Finance

Track Roth IRA contributions, limits, MAGI, excess amounts, and withdrawal needs for 2026 in Excel.

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Personal Finance

Track FSA-eligible medical receipts, amounts paid, reimbursements, and receipt status in one Excel log and dashboard.

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Personal Finance

Track HSA contributions, qualified expenses, reimbursements, and IRS limits with summary tabs and transaction logs.

197 View template →