Tools & Templates

Loan Affordability Tool

Just because you want a loan doesn’t mean it’s a smart financial move for your business. Use this tool to if your business can even afford it.

 

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Personal Financial Statement Template

If a lender has asked you for a personal financial statement, and you have no idea where to start, download this free personal financial statement template.

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Loan Amortization Schedule -- Daily Payments

A loan amortization schedule lets you see how much principal and interest make up each of your loan payments, so you know when it will be paid off. Download our loan amortization schedule to calculate yours.

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Loan Amortization Schedule -- Weekly Payments

A loan amortization schedule lets you see how much principal and interest make up each of your loan payments, so you know when it will be paid off. Download our loan amortization schedule to calculate yours.

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Loan Amortization Schedule -- Monthly Payments

A loan amortization schedule lets you see how much principal and interest make up each of your loan payments, so you know when it will be paid off. Download our loan amortization schedule to calculate yours.

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Debt Service Coverage Ratio Calculator

Use our free debt service coverage ratio calculator to identify the loan amount (and interest) your business can afford.

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Loan Performance Analysis

How much revenue growth will you need to justify the cost of a loan? Find out with our free loan performance analysis

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Break Even Analysis

How much do you need to sell to cover the cost of doing business? Calculate your business’s break even point with our free break even analysis.

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Income Statement Template

Calculate your net profit or loss for any given business year with this free income statement template.

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Business Debt Schedule Template

A business debt schedule keeps up with who your company owes money. If you’re applying for a loan, lenders may ask you to prepare one. If asked, download our free business debt schedule template to get started.

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Cash Flow Statement Template

To run a successful business, you have to keep a pulse on your cash flow at all times. A cash flow statement makes this easy. If you don’t have one, you can use our free cash flow statement template to get started.

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Business Plan Template

Your business plan is your business’s roadmap. How can your business move forward without one? Download our free business plan template to start yours.

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Balance Sheet Template

Your balance sheet provides a snapshot of your company’s financial health. It’s one of the most important financial documents needed in business. If you don’t have one, you can use our free balance sheet template to get started.

 

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Small Business Loan Toolkit

Everything you need to find the perfect small business loan – in one convenient place!

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Fundera Ledger

News and advice for small business owners, by small business owners.

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