Free monthly budget
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Ready-made Excel models for budget, cashflow and property investments
Macro-free Excel files, visible formulas
The models are calculation tools: they are not financial, tax or legal advice.
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Pack Base
$19
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Rental Analyzer
$29
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What FoglioPEF is
The models in the catalog are Excel files for monthly budget, mortgage calculator, net worth, 12-month cashflow, development appraisal, value-add, rentals, construction budget, treasury and DSCR, and partner split. You enter your own assumptions and compare scenarios. You can request a personalised business plan or financial plan on the Custom page.
Who it is for
Startups
For people preparing the numbers of a project — cash, funding need, scenarios — before talking to partners, a bank or advisers.
SMEs
For owners and managers who want budget, treasury and cash in a workbook they can check, without changing their accounting system.
Professionals and advisers
For people who support a business and want an Excel base they can adapt, with assumptions and formulas in view.
Why a FoglioPEF workbook
- Transparent formulas and visible input cells.
- Excel files, without macros.
- Scenarios are compared from the assumptions you enter.
- Models already for sale are in the catalog, with the list price.
- If you need a different case, you can ask for a custom model.
Grants and Grant Check-up
For grants and the Grant Check-up, there is IncentiviPerTe: the grant collection and a check of which incentives fit the business.