If you were a financial planner, what are some Excel formulas that you might use or need? Please specify and?

For a computer class. No stupid answers. If you are going to try to answer with something stupid. Don’t bother and move on, Thank you.
Please specify and explain.

I would use the financial formulas to interest rate calculations like:
pmt (calculate payments)
rate (calculate rate)
fv (future value)
pv (present value)

I would make use of if, sumif, countif, sumifs, etc to calculate and filter data while calculing.

Hope it helps.

One Response to “If you were a financial planner, what are some Excel formulas that you might use or need? Please specify and?”

  1. Simon Belmont says:

    I would use the financial formulas to interest rate calculations like:
    pmt (calculate payments)
    rate (calculate rate)
    fv (future value)
    pv (present value)

    I would make use of if, sumif, countif, sumifs, etc to calculate and filter data while calculing.

    Hope it helps.
    References :

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