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Free Money Templates

Practical spreadsheets, documents and checklists that do the busywork for you — so you can budget, pay off debt, invest toward financial independence, run a small business, and buy or analyze property with confidence. Every template is built by our editors, filled with realistic examples, and works in the apps you already use.

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Real Estate

Tools for buying a first home and analyzing rental properties. Showing 2 templates.

Real Estate
  • Excel spreadsheet, XLSX

Rental Property ROI Calculator

Analyze a rental before you buy: mortgage payment, NOI, cash flow, cash-on-cash return, cap rate and break-even occupancy.

Real Estate
  • Editable document, DOCX
  • Printable PDF, PDF

First-Time Homebuyer Checklist

A step-by-step checklist from getting your finances ready to closing and moving in — with notes, timelines and questions to ask.

For educational purposes only. Our templates do not constitute financial, tax, legal, or investment advice.

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