Questions tagged [finance]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0
votes
0answers
90 views

Is it possible to reorder columns in a sorted range?

I'm creating a banking dashboard using google sheets ( which I prefer because it is supported by Tiller Money AND Notion, finally giving me near real time access to my data ). The core data sheet ...
0
votes
1answer
72 views

Google Sheets / Excel : Opportunity cost from a set of cash outflows

Suppose I have a set of cash outflows at the end of each year. I want to compute the cumulative opportunity cost of the cash outflows each year. In the example above, suppose investments return 4% ...
1
vote
1answer
41 views

“Stretching/Shrinking” data to align it with other data with Excel preferably

Ok, so my question is simple but requires some background. I'm working on a paper regarding the effects on stock price from the index announcement to the effective day. The time period varies each ...
0
votes
0answers
80 views

How can I fix my Profit Margin formula? [UPDATED]

I have created a model whereby I've got the following: Cost (column P) Dealer price (Column S) Current List price (Column T) I've then done some market research and have adjusted List pricing (RRP) ...
0
votes
1answer
22 views

Parametric plotting on MATLAB

I am working on a quantitative finance problem, and I wish to plot the following functions: mu= 0.1*w+0.14*(1-w) and sigma = (0.12^2)*w^2+0.4*0.12*0.2*2*w(1-w)+(0.2^2)*(1-w)^2; for w between 0 and 1. ...
0
votes
2answers
133 views

Excel - Multiple IF function use, but need 3 Potential Outcomes

I need to develop a formula to pull three choices from the STATUS column G: Paid, Unpaid, or Overdue. We're currently trying to use the following formula in a nested IF loop: =IF(ISBLANK(K9),"",IF(K9&...
0
votes
2answers
1k views

How do I use a conditional array with more than one condition to calculate percentiles?

I have a table in excel with the following data: +-------------------+----------------------+----------+ | Contribution Type | % Contribution Match | % Salary | +-------------------+-----------------...
0
votes
0answers
289 views

How to use Excel's PV function when payments are made quarterly but rate is compounded semi-annually?

Note: This is not a plead to help with my homework Here's the question in a book, which I'm trying to solve using Excel's PV function: A £100 bond has one year to maturity. The bond pays 6% per ...
2
votes
1answer
177 views

Add cumulative total on to a column for different dates

My goal is to calculate the total end stock price (equals to the cumulative dividend till that date + stock close price) I have a table with dividend pay dates and dividend amount I have a ...
0
votes
3answers
109 views

How to automate sending e-mail when specific message is received?

I use Buxfer.com app for money management. This service allows to report expenses by sending an email to a special, private email address assigned to user by Buxfer. The format required to report an ...
1
vote
1answer
719 views

Tricky Excel Formula

Trying to build a screening tool in excel. I am using three different variables to produce a yes or no in the final cell. The first two variables are Assets and Tier 1 capital. These are simple ...
1
vote
1answer
164 views

Excel: Separate Currency Values from Rest of Line

I have the following conundrum, which I think will be helpful for a lot of people. I have been pulling down data from bank statements (yes, I could use Mint; no, I don't want to for various reasons), ...
2
votes
1answer
10k views

Is it possible to automatically add cells from a new sheet to a formula in Excel?

I would like to make a new financial spreadsheet for tracking expenses. Since the expense sheets are created as and when I cannot pre-generate a spreadsheet to populate with formulae. I have a summary ...
0
votes
1answer
962 views

Gnucash: How retained earnings in the balance sheet report are calculated?

I'm trying to figure out how Balance sheet report is calculated in Gnucash. I'm using Trading accounts and latest currency prices in the report. I understood all the figures in it except Retained ...
0
votes
2answers
4k views

Excel dates - how much of a period falls in a financial year

I have a quick question that probably seems obvious - maybe I'm conceptualising the problem in the wrong way, so thought I'd get some outside help. I need a way to determine how much of a given ...
1
vote
1answer
2k views

How to calculate the equivalent of RATE in Excel in R?

Given a repayment and the loan term, I'd like to be able to calculate the interest rate for a loan. In Excel, I can use the RATE function but I'm not sure what to use in R and googling is difficult ...
1
vote
0answers
242 views

Gnucash: credit card reports

On the Profit & Loss statement for Gnucash, it doesn't list the money that I've paid to my credit cards and loans. My credit card and student loans are set up as separate accounts under the head ...
1
vote
2answers
3k views

3rd party software for parsing (OCRing) receipts?

I need to organize a large number of scanned receipts. The receipts are scanned in PDF, and I need is software that will intelligently look at a document and parse out date, location / vendor, total ...
1
vote
1answer
135 views

Is there a native linux application that can interface with mint.com?

Is there a native Linux application that can interface with mint.com? I like the website, but I would also like to have that information stored locally so I can view it anytime, even if I am not ...
0
votes
1answer
247 views

Software to calculate average payments of the house

I want to calculate average payment of the house for every month, the average expense of each month. However, most of the fee is across months, they charge every 3 or 2 months. These are normal bills, ...
2
votes
2answers
5k views

Excel 2010, Consolidating Category Axis in Pie Chart

I am working on a very basic "home budget" spreadsheet, to quickly see: A) how much money is left after the bills are paid and B) what % of withdrawals are going to what categories of expenses. I ...
0
votes
2answers
739 views

Stock management tool or excel spreadsheet for managing stock

What is the best or recommended free/opensource tool for managing stocks and shares. It should include at least the following List of shares i have bough List of shares i have sold Total capital ...
2
votes
4answers
1k views

Tool for merging multiple OFX files into one?

OFX is an XML format for financial transaction history and many banks, including mine, provide the option to download your transaction data in this format. Unfortunately, they often force you to ...
2
votes
3answers
597 views

Personal Finance / Money management software for Mac OS [closed]

I recently moved from Windows to Mac Os X and I need a Personal Finance software. Main functionalities needed: track expenses and income, on credit cards, cash, current accounts report, classify, ...
0
votes
1answer
415 views

Do I use the FV function in Excel correctly?

My task: Create a table: Calculate what the revenues of e-trading will be after five years at 15 percent interest rate if we now have 15 000 EUR. Use the FV function from the Financial Group in Excel....
1
vote
0answers
87 views

My Quicken 401(K) account has changed to Checking. How do I fix this?

This is actually the second time this has happened to me, but I don't remember what I did last time (nor can I find the original forum post that helped then). I'm using Quicken Mac 2007. My 401(k) ...
1
vote
1answer
371 views

Excel price function not working despite adding the analysis tool pack

I am trying to price bonds using the Excel function, PRICE(..), but the intellisense doesn't come up. The help file says to install the analysis tool pack, but this doesn't resolve the problem. I have ...
2
votes
1answer
149 views

QuickBooks 2010 w/ iCal

Whenever I select item from "Memorized Transaction List" and then check box "Show in iCal", and then "OK", it won't remember that and nothing appears in iCal. Can someone help me with that?
0
votes
1answer
68 views

Client wants a Client Management System

I have a client of mine that wants a Client Management System. They want something web based, priced well (free would be amazing) where they can keep track of their clients information, when they've ...
1
vote
1answer
103 views

Quicken passworded file import in quickboks

I am trying to import some quicken files into quickbooks. The files have a password on them. Is there a way to do this import or get the password off the quicken file? I do have the password, I just ...
3
votes
3answers
3k views

Tracking currency portfolio [closed]

Google Finance only allows tracking a stock portfolio. Is there a service or a desktop program that allows tracking of different currencies with respect to a reference one, and get the current value ...
4
votes
4answers
28k views

Where does Quickbooks store its data?

I was given a HD that has gone bad and I need to rescue the data saved by Quickbooks. Where does Quickbooks save data by default?
1
vote
3answers
963 views

Importing statements into Quickbooks

How do I import the following statements into Quickbooks Pro? Bank of America American Express
1
vote
2answers
232 views

Microsoft Money 2005 - upgrade now or wait?

I'm using Microsoft Money Small Business 2005 for very simple bookkeeping. It works well enough for what I need. Since MSFT discontinued Money, should I look to upgrade now while other apps are still ...
1
vote
2answers
298 views

linux small business finance software [closed]

I'd like a financial management package that runs on linux. A web-based system would be ok, but it must be installable on my server. Is there anything out there? (Must be linux, but I'm willing to ...
1
vote
3answers
3k views

How can I use the Excel PMT function to calculate a mortgage payment?

The formula wizard asks for: Rate, NPER, PV, and FV. I have the following info: I guess the rate would be the annual interest rate (say 5.5%) divided by 12, or 0.48%. NPER is the number of periods,...
1
vote
3answers
129 views

Why Is it that Financial Institutions always lagging behind at Supporting new Browser? [closed]

I found that financial institutions are always a few rounds lagging behind when it comes to supporting new browser. A stellar example is QuickBooks, which doesn't support Google Chrome to access the ...
3
votes
1answer
532 views

Repeat Invoice In QuickBooks

Is there a way to repeat an invoice on a monthly basis for several customers in QuickBooks?