This Excel Finance tutorial provides an explanation of simple interest and how to calculate simple interest manually (by hand) as well as by using the future value (FV) function in Excel. This is a basic finance tutorial and is used to build the foundation upon which later tutorials are based.
| Tutorial Length (mm:ss): |
7:18 |
| Microsoft Office Program: |
Microsoft Office Excel |
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| Keywords: |
training finance excel simple interest calculation future value function FV |
This Excel Finance tutorial shows you how to do compound interest calculations in Excel and provides an overview and explanation of compound interest. You will learn what compound interest is and how to calculate the future value of an amount when interest payments are compounded. This is an essential tutorial for anyone learning about finance.
| Tutorial Length (mm:ss): |
10:25 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel compound interest calculation future value fv function |
This Excel Finance tutorial will show you how to calculate the future value of a lump sum such as a bank deposit and certain types of investments. To achieve this, you will learn how to use the future value function in Excel.
| Tutorial Length (mm:ss): |
7:14 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel future value fv function lump sum deposit investment |
This Excel Finance tutorial shows you how to calculate the future value of a regular annuity using a function in Excel. This allows you to see how much a series of annuity payments will be worth in the future. Also included is a brief explanation of an annuity.
| Tutorial Length (mm:ss): |
5:58 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel future value annuity fv function payments |
This Excel Finance tutorial shows you how to calculate the future value of an annuity due. An annuity due is similar to a regular annuity except that annuity due payments are made at the beginning of the period instead of at the end of the period. This tutorial explains how to perform these calculations using the future value function.
| Tutorial Length (mm:ss): |
9:23 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel future value annuity due payments end period |
This Excel Finance tutorial shows you how to calculate the present value of a series of unequal cash flows in Excel. Since the cash flows are unequal, this is not an annuity problem and, therefore, can’t be solved using the regular present value function.
| Tutorial Length (mm:ss): |
2:48 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel present value series unequal cash flows |
This Excel Finance tutorial shows you how to calculate the net present value of a series of cash flows or an investment. This is an introduction to net present value and so includes an explanation of the concept of net present value as well as how to setup your data to properly calculate the NPV.
| Tutorial Length (mm:ss): |
6:18 |
| Microsoft Office Program: |
Microsoft Office Excel |
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| Keywords: |
training finance excel net present value npv cash flows series investment function |
This Excel Finance tutorial shows you how to determine which investment you should choose based on each investment’s net present value. In so doing, this tutorial also covers how to calculate the net present value for a series of cash flows in Excel. There is also a brief explanation of how to setup your data in order to properly calculate the net present value of an investment.
| Tutorial Length (mm:ss): |
5:09 |
| Microsoft Office Program: |
Microsoft Office Excel |
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| Keywords: |
training finance excel npv net present value function investment choose series cash flow |
This Excel Finance tutorial shows you how to calculate the internal rate of return on an investment or series of cash flows. This is an overview of calculating the IRR in Excel and, therefore, also includes an overview of the internal rate of return and an explanation of how to setup your data so that you will calculate an accurate internal rate of return.
| Tutorial Length (mm:ss): |
6:41 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel irr internal rate of return investment cash flows function |
This Excel Finance tutorial shows you how to choose an investment based on the investment’s internal rate of return. In addition, you will learn how to calculate the internal rate of return for a series of cash flows and how to setup data to calculate the IRR.
| Tutorial Length (mm:ss): |
4:37 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel irr internal rate of return choose between investments function cash flow |
This Excel Finance tutorial shows you how to calculate the effective annual interest rate from a standard annual percentage rate (APR). This is an important calculation to perform since it allows you to see what the actual true yearly interest rate will be when there are compounding periods within the year.
| Tutorial Length (mm:ss): |
5:37 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel effective annual interest rate annual monthly calculate |
This Excel Finance tutorial shows you how to calculate the effective annual return for an interest rate that is continuously compounded. This is an interesting situation where you have to use a mathematical function and not a finance function to calculate the result.
| Tutorial Length (mm:ss): |
2:15 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate continuous interest rate compound compounding ear eair effective annual |
This Excel Finance tutorial shows you how to get the annual percentage rate (APR) and the monthly interest rate from the effective annual interest rate using Excel. You will learn how to use the nominal function in Excel in order to get the annual percentage rate and, from there, calculate the monthly percentage rate.
| Tutorial Length (mm:ss): |
3:11 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate apr ear eair annual percentage rate effective nominal function |
This Excel Finance tutorial shows you how to calculate the real interest rate in Excel. The real interest rate is adjusted for inflation and reflects the potential increase or decrease of purchasing power that results from a particular interest rate. This tutorial covers two different ways to calculate the real interest rate and also includes a brief explanation of the differences between these ...
| Tutorial Length (mm:ss): |
3:19 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel real interest rate calculate fisher inflation |
This Excel Finance tutorial shows you how to calculate the nominal interest rate in Excel. The nominal interest rate is a plain basic interest rate that is not adjusted for inflation. This tutorial covers two different ways to calculate the nominal interest rate and also includes a brief explanation of the differences between these two methods.
| Tutorial Length (mm:ss): |
3:09 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel nominal interest rate calculate fisher inflation |
This Excel Finance tutorial shows you how to calculate the present value or the current price of a bond. This tutorial shows you two different ways and two different functions that you can use to find the present value. Remember that the present value of a bond is the same as what should be the selling price for the bond.
| Tutorial Length (mm:ss): |
7:52 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate present value price bond |
This Excel Finance tutorial shows you how to calculate the present value or price of a bond that has semiannual or quarterly interest (coupon) payments. This is similar to calculating the price of an annual bond except that you have to alter the particular details of the bond to take into account the multiple payment periods per year. This tutorial provides a step by step explanation of how to c...
| Tutorial Length (mm:ss): |
12:56 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate present value price bond quarterly semi annual semiannual interest coupon payments |
This Excel Finance tutorial shows you how to calculate the coupon payment or interest payment as well as the coupon rate of a bond. This is a very helpful technique that allows you to use other information about a bond in order to determine the coupon related information.
| Tutorial Length (mm:ss): |
4:50 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate interest coupon payment bond |
This Excel Finance tutorial shows you how to calculate the time until maturity of a bond as well as the number of periods in a bond. This allows you to find out how many interest payments a bond will make and how long the bond has until maturity.
| Tutorial Length (mm:ss): |
5:04 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate periods number length maturity bond |
This Excel Finance tutorial shows you how to calculate the yield to maturity (YTM) of a bond. The yield to maturity of a bond is the internal rate of return of the bond over the life of the bond. This tutorial will show you two different ways to get the yield to maturity in Excel. The first way lists all of the payments out in the spreadsheet and the second, and more versatile way, lists the sp...
| Tutorial Length (mm:ss): |
9:29 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate yield to maturity bond ytm irr internal rate return function |
This Excel Finance tutorial shows you how to calculate the yield to maturity (YTM) of a bond that makes semiannual or quarterly interest or coupon payments. The yield to maturity of a bond is also known as the yield or the internal rate of return. This tutorial will also show you how to annualize the yield to maturity in two different ways, resulting in an APR rate and an EAR (compounded) rate.
| Tutorial Length (mm:ss): |
16:22 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate ytm yield to maturity semiannual semi annual quarterly interest payment |
This Excel Finance tutorial shows you how to calculate the yield to maturity of a bond that has uneven spacing of payments. The example here is that the payment for a bond happens five months before the first annual interest payment. Therefore, the initial cash outflow, or purchase of the bond, occurs within the interval that all other cash flows will occur. This is a great tutorial for learnin...
| Tutorial Length (mm:ss): |
6:37 |
| Microsoft Office Program: |
Microsoft Office Excel |
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training finance excel calculate interest yield to maturity ytm uneven spacing payments xirr |
This Excel Finance tutorial shows you how to calculate the accrued interest for a bond that is purchased or settled in the middle of two interest or coupon payments. This is an important calculation since the accrued interest of a bond must be accounted for when calculating the final price of the bond.
| Tutorial Length (mm:ss): |
5:34 |
| Microsoft Office Program: |
Microsoft Office Excel |
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| Keywords: |
training finance excel calculate accrued interest coupon payment bond |
