Financial Worksheets

In this section you will find a number of useful financial worksheets. Click on the links to the below to download the file to your local computer. Worksheets are available in both PDF and Excel formats. If you are comfortable using Microsoft Excel, you might find the Excel documents the most useful as they have the math built in. If you prefer pen & paper, please select and print the PDF file version. Don’t forget to save and/or print!

Using the Excel Files:

To use these sheets, input the appropriate $ amount in the blank cells as indicated in the example below. The appropriate calculations are built into the spreadsheet. Please remember to save the file on your computer.