Financial Calculator
This template contains 10 common financial calculations. Most are self explanatory. A few need further explanation. Future Value of an Annuity -- the future value of a series of periodic investments of an equal amount. Annuitizing a Future Amount -- the equal periodic payments that you could withdraw from an investment. After Tax Real Rate of Return on Investment -- the annual return on your investment after taxes and inflation have taken their share. Tax Free Equivalent Yield -- converts a taxable return to an after tax return. Taxable Equivalent Rate for Tax Free Yield -converts a tax free yield, such as that of a municipal bond, to a taxable yield - so that you can comparison shop for yields. To view the template, click the worksheet tab labeled Template at the bottom of the screen or press Ctrl-PgDn. With the exception of data entry cells, all cells are protected. Use the Tab key to move from one unprotected cell to the next.
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Financial Calculator
Present Value of an Amount Future Amount Number of Periods Interest Rate per Period Present Value Future Value of an Amount Present Value Number of Periods Interest Rate per Period Future Value
Present Value of an Annuity Payment per Period Number of Periods Interest Rate per Period Present Value
Future Value of an Annuity Payment per Period Number of Periods Interest Rate per Period Future Value
Rate of Return - Lump Sum Present Value Number of Periods Future Value Interest Rate per Period
Annuitizing a Future Amount Future Value Number of Periods Interest Rate per Period Annuity
Monthly Loan Payment Loan Amount Number of months Annual Interest Rate Monthly Loan Payment
After Tax Real Rate of Return on Investment Rate of Return Annual Inflation Rate Marginal Tax Rate After Tax Rate of Return
Tax Free Equivalent Yield Taxable Yield Marginal Tax Rate Tax Free Yield
Taxable Equivalent Rate for Tax Free Yield Tax Free Yield Marginal Tax Rate Taxable Equivalent Rate