Excel Formulas for Finance

### 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 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 ...

### How to Calculate Depreciation in Excel: 5 Easy Methods

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

### XIRR vs IRR in Excel (Differences with Examples)

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 ...

### Excel XNPV vs NPV – A Comparison with Examples

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

Advanced Excel Exercises with Solutions PDF