Last Updated on October 1, 2023 at 4:40 pm
Here is a list of all the Excel-based free personal finance calculators available for download in the blog. This list will be available in a separate page in the navigation menu.
- If you see calculators you have not checked out before, do give them a try this weekend.
- If you find the calculators useful, please share this list with your friends and social contacts.
- If you have a financial-calculator idea or would like me to create a specific personal finance related content, feel free to contact me. I will work on it when I get the time.
All calculators are governed by the following licenses:
- Copyleft
- Share-alike
- Creative Commons Attribution Share-alike 3.0 Unported License
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- Mutual Fund and Equity Calculators/Resources
- Basic Retirement Calculators
- Goal-based Investing Calculators
- Investment Calculators
- Fixed Deposit and Recurring Deposit Calculators
- Debt Mutual Fund vs. Fixed Deposit Calculators
- Portfolio Management Calculators
- Loan/Debt Calculators
- Insurance Calculators
- Financial Planning Calculators
- Advanced Retirement Calculators
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1. Mutual Fund and Equity Calculators/Resources
- Excel-based Mutual Fund Portfolio Tracker (Version 1)
- Comprehensive MF Investment Mode Comparator
- Rolling Returns Calculator
- Direct vs. Regular MF-Returns Comparison
- Step-by-step Guide to Choosing a Mutual Fund
- Daily vs. Monthly vs. Quarterly SIP
- Mutual Fund SIP Returns
- Sensex Rolling Returns with dividends
- SIP vs. VIP Comparator
- SIP vs. VIP Comparator – FundsIndia Report
- Direct vs. Regular Mutual Fund Comparator
- MF Expense Ratio Calculator
2. Basic Retirement Calculators
- Mini Retirement Calculator
- Cost of Postponing Retirement Calculator
- Online Retirement Calculator
- Retirement Calculator – Beginners Version
- Retirement Calculator – Lite Version
- When Can I retire?
- Retirement Corpus Guesstimator
- Online Retirement Calculator Version II
3. Goal-based Investing Calculators
4. Investment Calculators
- Chit Fund Returns Calculator
- Real Estate Returns Calculator
- Lump Sum Investment Returns Comparator
- Income Ladder Calculator
- XIRR Returns Calculator
5. Fixed Deposit and Recurring Deposit Calculators
- FD-Maturity value
- Three FD calculators: (1) tenure in months; (2) tenure in years; (3) Income clubbing
- Variable RD Calculator
- Comprehensive Recurring Deposit Calculator
6. Debt Mutual Fund vs. Fixed Deposit Calculators
- Debt Fund vs. FD –Volatility Simulator
- Debt Fund vs. FD. –Post-tax Returns
- Debt Fund vs. FD Comparator -I
7. Portfolio Management Calculators
- Portfolio Rebalancing –Volatility Simulator
- Types of Portfolio Rebalancing
- Permanent Portfolio Illustration
- Portfolio Rebalancer Version I
- Portfolio rebalancing simulator version I
8. Loan/Debt Calculators
- Think Before Taking a Car Loan
- Pay off loan or Invest for Retirement
9. Insurance Calculators
- Insurance Policy Paid-up and Surrender Value Calculator
- Insurance Calculator For the Young & Salaried
- Comprehensive Insurance Calculator
10. Financial Planning Calculators
- Comprehensive Child Planner
- Monthly Financial Tracker
- Financial Freedom Calculator
- Financial Health Check – Standard Version
- Financial Health Check With Optimized Goal Investor!
11. Advanced Retirement Calculators
- Retirement Bucket Strategy Simulator
- Retirement Withdrawal Rate Calculator
- Retirement Calculator For the Middle-aged Employee
- Retirement Calculator Comprehensive Version
- Early Retirement Extreme Calculator
- Monte Carlo Retirement Calculator
- Flexible Compound Interest Calculator