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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Categories:
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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
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Our new book for kids: “Chinchu Gets a Superpower!” is now available! Most investor problems can be traced to a lack of informed decision-making. We made bad decisions and money mistakes when we started earning and spent years undoing these mistakes. Why should our children go through the same pain? What is this book about? As parents, what would it be if we had to groom one ability in our children that is key not only to money management and investing but to any aspect of life? My answer: Sound Decision Making. So, in this book, we meet Chinchu, who is about to turn 10. What he wants for his birthday and how his parents plan for it, as well as teaching him several key ideas of decision-making and money management, is the narrative. What readers say!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.Buy the book: Chinchu gets a superpower for your child!
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