Excel wizrds - financial formulae

Discussion in 'Property Information Resources & Tools' started by dkmc, 10th Jul, 2007.

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  1. dkmc

    dkmc Well-Known Member

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    dkmc submitted a new resource:

    Excel wizrds - financial formulae - Excel wizrds - financial formulae

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    Last edited by a moderator: 15th Sep, 2016
    dkmc, 10th Jul, 2007
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  2. DaveA__

    DaveA__ Well-Known Member

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    Here is a template that you can use year by year, it will tell you how much it grows by each month... mainly works for managed funds though, but if you take the MER and entry fee out, it can work for anything...

    Initially has 3 monthly distributions, the % can be randomly changed if you find it unreasonable...
     

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    DaveA__, 10th Jul, 2007
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  3. MyArhidia

    MyArhidia Member

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    I would think the easiest option is the FV formula.

    in a cell, type:

    =FV(.15/12, 60, 1000, 100000, 0)

    .15/12 = Interest rate per month assuming compounding monthly.
    60 = number of periods, assuming 5 year term
    1000 = monthly payment
    100000 = present value
    0 = payment at the end of the period.
     
    MyArhidia, 10th Jul, 2007
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  4. dkmc

    dkmc Well-Known Member

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    thanks
    the FV formula was exactly what I was looking for
     
    dkmc, 10th Jul, 2007
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