Archive for the ‘Personal Finance’ Category

Template: Household Monthly Budget

Friday, April 11th, 2008

I found this detailed, single page, household budget template for Numbers on the iwork templates blog. The author states that it was converted from an Excel file, so it doesn't display a lot of the Numbers formating flash. Still, if you are looking for a simple budget, this ...

Template: Loan Grid Worksheet

Sunday, January 6th, 2008

The Loan Grid Worksheet template allows you to quickly visualize alternatives when considering a loan. For instance: You are considering a loan of $12,000 at 8% interest for a term of 60 months. There are many loan amortization spreadsheets that you could plug these numbers into and see that the ...

New Personal Finance Template for Apple iWork Numbers

Wednesday, September 26th, 2007

Forum member Yogimartin has posted his personal finance template on the forums. It is very detailed, and weighs in at a whopping 3.9 MB unzipped. **Fair warning: you need a fast Mac to run this.** It allows the user to track their checking, savings, credit cards, investments and real estate ...

Template: Net Worth Calculator for Apple iWork Numbers

Wednesday, September 12th, 2007

This is a simple net worth calculator template. Usage: Enter the estimated value of your assets in the left table. Enter the estimated value of your liabilities in the right table. The sheet will then subtract your total liabilities from your assets, and display your estimated net worth in the upper right ...

Template: Mortgage Refinance Calculator for Apple iWork Numbers

Saturday, September 8th, 2007

Mortgage Refinance Calculator: Should you refinance your mortgage? The mortgage refinance calculator template lets you compare your current mortgage loan to a new one. It then displays the difference in payments, and the number of months it will take to recoup any closing costs. Usage: The template requires eight inputs: The original loan amount ...

Template: Checking Account Register for Apple iWorks Numbers ‘08

Thursday, August 23rd, 2007

By request. This is a simple spreadsheet to keep a record of your checking account transactions Usage: Enter a beginning balance, and date, in the upper right hand corner of the sheet. Enter transactions as they occur, the running balance will be calculated for you. Check the check box for the transactions as ...

How to Get Stock Quotes into Apple iWork Numbers ‘08

Sunday, August 19th, 2007

NEW VERSION ADDED 8/23/2007 One of the most glaring missing features of Apple iWork Numbers '08 is the ability to get data into the sheet from outside sources. A very common need is to pull in stock quotes, then manipulate the data. While, I have not found a ...

Loan Amortization Schedule Template for iWork Numbers

Thursday, August 16th, 2007

The loan amortization schedule template is based on an Excel worksheet that can be found here. Feel free to use it or modify it in any way.The sheet is suitable for calculating both short term loan amortizations, such as a car loan, as well as mortgage amortization schedules of ...