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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### 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 ...
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 ...
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 ...
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 ...
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 ...
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 ...