For questions regarding the use of spreadsheet programs (such as MS Excel, Google Sheets, OpenOffice Calc, etc.) in personal finance, including questions about spreadsheet financial functions.

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32 views

Tracking ETF performance

as I am fairly new to investing in ETFs, could do with your help. Been looking around for spreadsheets to track return, but they seem to miss key info. I have also tried to do this myself but to no ...
2
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2answers
129 views

How to calculate the number of months until a loan is paid off (given principal, APR and payment amount)?

Does anyone know what formula they use for this When will you be debt-free? calculator? I want to put it in a Google Spreadsheet, but I can't find a payments-to-debt-free formula using my Google ...
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1answer
59 views

XIRR not working for this dataset. Any other method to calculate rate of return?

For this particular dataset xirr is not returning any reasonable value either in excel or google spreadsheet. What is the option to calculate the rate of return in cases like this?? Sl-no date ...
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2answers
42 views

Valuation Spreadsheet

I'm abit of a dummy as far as spreadsheets go, so hoping someone can help with my dumb questions. I want to have a spreadsheet where i can list all my mid to large caps with the market cap in the ...
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1answer
58 views

Excel formula for calculating interest rate of earning

On January 1st I invest 1238. I do this every January 1st for 20 years. At the end of 20 years (So December 31st of the 20th year), I have 32880 in the account. What's my rate of interest? By playing ...
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2answers
63 views

Translating a List of Monthly Payments from One Currency to Another

I have a list of monthly payments in Excel that looks like this: 01/18/2005 340.00 07/25/2005 270.00 05/10/2006 500.00 03/30/2007 730.00 10/01/2007 120.00 If the payment amounts in the second ...
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0answers
82 views

Sensitivity Table for IRR Using Purchase Price & Total Synergies

For my DCF I have a line for Synergies to be entered for each of four years How can I create a sensitivity table in Excel for IRR taking into variations in purchase price (enterprise value) and total ...
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6answers
4k views

Why use accounting software like Quickbooks instead of Excel spreadsheets?

Some friends and I are starting a small landscaping cooperative, and are thinking about how we will manage accounting. Places we've worked in the past have used Excel spreadsheets to manage all of ...
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1answer
1k views

Calculating total number of monthly payments in Excel using NPER and PMT?

How to calculate the total number of monthly payments given the amount of loan ($275,000), the annual interest rate (4.35%) and the number of years (30)? I'm confused because I'm trying to use the ...
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2answers
76 views

Find the compound return

If I have a specific amount of money. For example 1000€ at the beginning of the 2008 year. -65.55 2008 91.25 2009 17.74 2010 -42.87 2011 18.32 2012 -18.82 2013 56.57 2014 How much money ...
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0answers
93 views

Excel Canadian Mortgage Formula Help

I need to get the ending balance formula for a project in excel calculating mortgage payout. I am hoping to develop a formula instead of formulating an amortization table. I have used the following ...
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6answers
1k views

Shared groceries expenses between roommates to be divided as per specific consumption ratio and attendance

My apologies if this question is in the wrong section. Couple of my roommates & I (total 5 people) share the groceries expenses. We record the purchases in an Excel sheet, and also have the ratio ...
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2answers
397 views

How can I calculate (approximate) the future value of my investments? Is this formula appropriate?

I want to check to see if I'm meeting my investment goals, so I want to project forward my assets given a growth rate and a monthly deposit amount. What is the best formula to use for this? Is this ...
2
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0answers
471 views

How to get most accurate stock data downloaded to excel [closed]

I've been downloading historical NASDAQ stock data from yahoo for about 2 years. Yesterday, 12/31/2013, it started to not download any historical data. But now I realize that yahoo's data probably ...
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1answer
331 views

How and Where can I easily pull data for the Dow 30?

Where/How can I pull the following data on the DJIA stocks into Excel from the Web that updates every time I hit refresh in Excel? The data: 1. Last 12 months of dividend payments 2. Prices 3. DJIA ...
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4answers
21k views

What Excel function to use to calculate the return or interest rate on a savings account?

I'm getting confused by Excel's various different financial functions. Which one would I use to answer the following two questions and how? Suppose that on October 1st, 2012 I open a savings account ...
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1answer
361 views

How can I make Excel handle fractions like Quickbooks?

When you have a fraction in Excel like 1.085 rounded to two decimals = 1.09. In Excel if you add a series of these fractions with displayed two decimals of precision you are really adding 1.085 and ...
3
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3answers
515 views

Calculating Future and Present value into mortgage comparisons

I'm looking to buy a home in the next 3 or 4 months. The bank I'm working with has 10 different mortgage rates, currently ranging from 3.5% to 4.625%, with points respectively ranging from 2.875 to -1....
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2answers
2k views

How can I calculate a “running” return using XIRR in a spreadsheet?

I should say that I'm not married to XIRR, I just want to calculate the return on a running basis in a column next to dates, deposits and balances. Here's a screenshot of a simplified spreadsheet in ...
16
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2answers
21k views

Daily interest calculation combined with monthly compounding: Why do banks do this, and how-to in Excel?

I often see banks advertise (for accounts with fixed yearly interest, let's say 1.5%) – "interested is calculated daily, and compounded monthly". I have 2 questions: Why are they calculating ...