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Here are some tools that we find particularly useful. Some require Excel security to be set to "medium" because they contain VBA code, for a simple user interface. Click on the name to download any of the following for free.

StartUp Financial Statements Creator
Version for Excel 2010
Here is a powerful tool for rapid, accurate creation of all of the financial statements required for starting a new company or launching a new product.

Excel Help Add-In
This is a general purpose reference is for analysts using Excel who need quick access to Excel and VBA tips and accounting and financial definitions as they work. It also contains some helpful one-click utilities.

Personal Financial Management Tool
Version for Excel 2010
Run your home a little bit like a business, following the two rules of wealthy people everywhere:

  • Spend less than you earn
  • Don't run out of cash

Easier said than done? Of course! That's why this tool may be helpful.



Learn more about financial modeling though these resources: