Excel Formulas for Finance

Jun 2, 2024

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

Jun 17, 2024

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

Jun 17, 2024

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

Aug 6, 2024

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 ...

Jul 4, 2024

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

Aug 4, 2024

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

Jun 17, 2024

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

Aug 10, 2024

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).
...

Jul 4, 2024

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

Jul 5, 2024

Method 1 - Apply SLN Function to Calculate Depreciation
Steps:
Go to C7 and write down the following formula
=SLN(C4,C5,C6)
...

Aug 1, 2024

Basics of Excel XIRR vs IRR Functions
The IRR function (Internal Rate of Return) calculates the internal rate of return for a series of given ...

Aug 15, 2024

The Net Present Value (NPV)
The Net Present Value (NPV) is a financial indicator used to evaluate the profitability of an investment.
The NPV ...