Annual Percentage Yield (APY) and Annual Percentage Rate (APR). This calculator converts from one to the other. Generally people want to convert from APY to APR or APR to APY in order to understand similar investments or loans, or in order to perform their own calculations. APY
Read more →
Figuring out how much you need to save for retirement can be a difficult task. Because of the uncertainties that exist it’s impossible to know exactly how much you’ll need to retire securely. However, don’t let those uncertainties deter you from proper planning. There are several things
Read more →
People who are motivated to improve their personal financial status generally keep a budget. Using a personal budget helps keep spending and saving in perspective. Goals can be formulated and progress checked. Here’s just another option for tracking your personal budget in Excel. It’s designed to be
Read more →
An incremental purchase or sale of an investment can impact your average basis. The basis is your average cost of the original investment. For tax purposes, the method of computing the gain or loss on investments must be elected and consistently applied. This spreadsheet does not track
Read more →
The Gantt Chart found here is designed to work in any version of Excel from 2003 forward. People commonly use Gantt Charts to plan and manage projects. There are several Gantt Chart options available from very simple to quite complex. This chart is somewhere in between. It’s
Read more →
Below you will find a few open items templates we’ve put together that can be used to track open items and/or issues. An open items list or issues log is a great project management tool as they help to keep a project on task and should keep
Read more →
It’s always good to “know your options” – this is especially true when it comes to being efficient executing your day-to-day responsibilities. Today, we’re going to explore the ‘Options’ button associated with the Find Function in Excel. Knowing how to take advantage of the options available when
Read more →
Recently, I was reminded how infrequently the F4 function in Excel gets used to its fullest… everytime I show someone this function, they love it – it’s easy, fast, and versatile! If you’re not familiar with it, try it out and show a colleague – it is
Read more →
How to Reduce Excel File Size Follow these 4 steps to reduce the size of your file and speed up Excel response time. There are some simple things you can do to reduce the size of a large Excel file and speed up operation. Below are some
Read more →
What is the Offset Function? You can read about the excel offset function here – there are several examples and explanations showing how the different parts of the offset function work. This page is going to show an example of a dynamic print range. Excel Offset Function
Read more →