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

 

 

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