Excel Formulas for Finance

Excel Tax Formula

Excel Tax Formula: Knowledge Hub How to Calculate Marginal Tax Rate in Excel How to Calculate Social Security Tax in Excel Excel Formula ...

YTD Formula in Excel

YTD Formula in Excel: Knowledge Hub How to Sum Year to Date Based on Month in Excel How to Calculate YTD (Year to Date) in Excel How to ...

Growth Formula in Excel (Using Function and Generic Formula)

In this Excel tutorial, you will learn the application of the growth formula in Excel. While constructing several applications, we are likely to ...

How to Calculate Profitability Index in Excel (with Easy Steps)

Economics and finance both require cost and benefit analysis. Professionals in these fields always consider the benefits and profits of all involved ...

How to Use Macaulay Duration Formula in Excel (2 Easy Methods)

In this article, I will show you how to use the Macaulay Duration formula in Excel. While performing many financial calculations, especially while ...

How to Calculate Tracking Error in Excel: 4 Methods

Method 1 - Make a Dataset with Proper Parameters To calculate tracking errors, we will make a dataset. Method 2 - Determine Active ...

How to Calculate ‘Time Weighted Return’ in Excel (2 Methods)

Method 1 – Applying the Arithmetic Formula  Steps: Create an organized dataset. Here, we have a situation where a man invested $55,000 as ...

How to Calculate Cash Flow in Excel (8 Examples)

Below is a dataset with 5 Rows: Discount Rate, Year, Investing CF, Financing CF, and Operating CF.  Investing Cash Flow and Financing Cash ...

How to Calculate Annuity in Excel (5 Practical Examples)

In this tutorial, we will present 5 practical examples of how to calculate annuity in Excel. Determining the various aspects of an annuity is a ...

How to Calculate WACC in Excel (with Easy Steps)

Overview The Formula E = Equity Value of the Company V = Total Value of Debt and Equity of a Company. D = Total Debt of a ...

How to Calculate Mileage Reimbursement in Excel (Step-by-Step Guide)

Mileage reimbursement calculation is one of the most common tasks in a business. You may also know mileage reimbursement as claim cost, or vehicle ...

How to Calculate the VAT in Excel – 2 Methods

  Arithmetic Formula to Calculate VAT There are two arithmetic formulas to calculate VAT. One formula will calculate VAT from the Initial ...

How to Calculate Bond Price in Excel (4 Simple Ways)

The chart below shows basic bond particulars. We will look at how to calculate the bond price. Method 1 – Using Coupon Bond Price Formula ...

Mortgage Calculations with an Excel Formula – 5 Examples

Example 1-  Formula to calculate the Monthly Mortgage Payment in Excel Consider that you want to start a business and take a loan: $150,000 (C7). ...

How to Convert Percentage to Basis Points in Excel: 2 Methods

Method 1 - Apply Arithmetic Formula to Convert Percentage to Basis Points Steps: Select cell D5. Write down the following formula in the ...

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Advanced Excel Exercises with Solutions PDF

 

 

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