Questions tagged [spreadsheet]

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.

8 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
2
votes
1answer
66 views

Importing transactions to be recorded in both 'bank checking' and 'a particular expense' account

I have been recording and analyzing transactions for several years using a spreadsheet. In effect, I have been using a variation of a single entry book-keeping system. I wish to import the data into ...
1
vote
1answer
749 views

Daily interest calculation on a 30/360 basis, considering payment occurs before schedule — how-to in Excel?

I'm setting up a payment spreadsheet for a loan just granted, and want to be able to make daily calculations of accrued interest. The debtor has been given a payment schedule with an interest only ...
1
vote
0answers
38 views

How to calculate the expected standard deviation of a weighted composite portfolio?

So my questions asks me to determine the expected standard deviation for a weighted composite portfolio, but I have no idea what equation to begin with. I have answered A, but B I am lost. Here is ...
0
votes
0answers
45 views

Need formula to create credit card payoff spreadsheet that accounts for additional monthly charges

I'm looking for a formula that I could program in a spreadsheet in order to create a credit card payoff calculator that accounts for recurrent monthly charges. I've been searching for days on Google ...
0
votes
0answers
24 views

Risk Management portfolio: how to calculate annualized PD and STDEV?

I'm doing a Risk Management exercise on Excel and I need help, I'm lost. I'm analysing a company's portfolio divided into different tabs. In one of the tabs, called "Pool PD", there is a ...
0
votes
0answers
23 views

How much benefit we earn with no cost emi on CC

I am thinking to take a policy on no cost emi of CC. I want to find money I saved annually by opting to no cost emi against paying all premium lumpsum at the start of the year. I want to consider ...
0
votes
0answers
69 views

How do I solve this in excel? I think it's a cumulative rolling percentage problem

I have a spreadsheet that shows the following columns. Date, Loan Applications Received, Interest Rate Offered, Cumulative Applications Received, Loans Originated, Average Interest Rate on ...
0
votes
0answers
233 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 ...