Financial calculator template
Get a copy of this financial calculator in seconds, then edit anything you want
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Free financial calculator template that forecasts revenue, expenses, and cash flow month by month, with a cash chart, a monthly table, and a contact form.
What’s included in this financial calculator template
- Who it’s for
- Fractional CFOs, accountants, and business advisors. Founders can run a cash flow forecast here before they get in touch.
- Pages and sections
- Forecast calculator
- Results summary
- Cash balance chart
- Monthly breakdown table
- How it works
- Assumptions and notes
- Contact
- Features
- Forecasts revenue and expenses from a growth rate and cost inputs
- Charts the cash balance month by month
- Loads an example scenario in one click
- Collects consultation requests by service
- What to change first
- Swap Vantage Advisory for your firm name and adjust the Assumptions and Notes to match how you build forecasts. The contact form's service list can mirror the work you sell.Try asking“Add a best case and worst case toggle that draws three forecast lines on the chart”
Financial calculator template FAQs
Describe the specific calculation in the prompt, such as debt payoff, savings projection, investment growth, and mortgage affordability. Then, B12 builds a financial calculator template the same day. Input fields, output with visualization, lead capture, and disclaimers already laid out. You edit it in the browser without code, adjust the formula and disclaimers to your firm, and add it to your site in minutes. Free to start.
Almost any single-scenario calculator: debt payoff timeline, savings/retirement projection, investment growth over time, mortgage or loan affordability, cash-flow modeling, insurance-needs estimation, or a custom scenario specific to your advisory practice. B12 generates the calculator structure from your prompt; you configure the specific formula and disclaimers. See our loan calculator or retirement calculator prompts for specific pre-built variants.
Yes. B12's design experts can refine the layout, integrate the calculator with your existing advisory site, and ensure the disclaimers and branding meet your firm's compliance requirements. Financial calculators are a category where visual polish and clear disclosure matter, and designer input helps both.
This is a calculator tool, not financial advice. It performs calculations based on the inputs users provide, and outputs should be treated as estimates for planning conversation, not as forecasts or advice. Prospects using the tool should consult with a qualified financial advisor for actual planning decisions. The tool's lead-capture step is designed to connect them to you for exactly that conversation.
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