Loan Excel Template is offered in XLSX format as well as a Google Spreadsheet.
This template simplifies the process of monitoring your loan details, adjusting calculations as needed, and enhancing your financial planning. You can download the file as an Excel template or access it directly through Google Sheets for convenience at any time.
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Loan Excel Template Features
- ✔️ Comprehensive loan tracking for accurate repayment management
- ✔️ Automated interest calculations based on principal
- ✔️ Clear overview of outstanding balances
- ✔️ Categorization of loans by type and duration
- ✔️ Supported formats: XLSX and Google Sheets
- ✔️ User-friendly filtering options for easier navigation
- ✔️ Interactive charts and visual summaries
- ✔️ Monthly breakdowns of loan balances
- ✔️ Fully customizable template for personal needs
- ✔️ Example loan spreadsheet available for download
Instructions
- 1. Input loan details: Enter the borrower’s name, loan type, and terms of the agreement.
- 2. Determine loan duration: Specify the start and end dates to calculate the repayment period.
- 3. Enter financial figures: Input the principal amount, interest rate, and any additional fees.
- 4. Automatic payment calculations: See real-time calculations of monthly payments based on the provided data.
- 5. Monitor payment schedules: Review a detailed timeline of scheduled and completed payments.
- 6. Generate loan reports: Create comprehensive summaries and graphs to effectively manage your loans.
Discover 6 predefined templates for Loan Tracking, meticulously crafted to assist you in organizing and keeping track of your loan payments. Each template comes with distinct features to enhance your financial management:
Loan Excel Templates
Explore a variety of loan templates to help you manage your finances more effectively:
