Templates / finance

Finance templates

Interest, loans, ROI, and budgeting workflows you can audit and rerun.

6 template(s)
Related tools
APR vs Effective Annual Rate (EAR) — Notebook Template

Convert nominal APR to effective annual rate (EAR) given compounding frequency. Useful for apples-to-apples comparisons.

CAGR Calculator (Compound Annual Growth Rate) — Notebook Template

Compute CAGR between two values over time. Includes a quick check for negative growth and edge cases.

Compound Interest Calculator (Notebook Template)

Compute compound interest with adjustable principal, rate, compounding frequency, and time. Includes sanity checks and what to verify.

Loan Payment Calculator (Amortized) — Notebook Template

Compute fixed monthly payment for an amortized loan (mortgage/auto). Includes total paid and total interest.

ROI Calculator (Return on Investment) — Notebook Template

Compute ROI from gain and cost, and compare multiple scenarios side-by-side in a reproducible notebook.

Simple Interest Calculator (Notebook Template)

Compute simple interest (I = P·r·t) and total amount. Good for quick estimates and verification baselines.

Templates in Finance

These notebook starters are designed to be edited. Open the details page, then move the workflow into your own notebook.

Back to top
  • Start from the assumptions cell (units + constants).
  • Run once with defaults, then tweak and rerun.
  • Capture a snapshot when you reach a stable configuration.
  • If a result matters, verify it with a second method (unit check + estimate + graph).
Fast workflow
  • Open a template detail page and skim the steps.
  • Open Notebook and paste/adjust cells as needed.
  • Use graphing + unit conversion tools to sanity-check.
  • Save your version as a separate notebook for future reuse.