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
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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
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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
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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
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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
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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
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If you spend a lot of time on the keyboard, learning a few tricks will not only speed things up but simplify your life. All of the shortcut keys below are Excel focused. This is a free template for download, and you can easily modify it to
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Simple, easy to use, free Excel invoice templates that can be customized to fit your specific circumstance. Perfect for companies in the service, construction, consulting, or sales and service industries. These invoice templates can all be downloaded for free and modified to fit your billing needs. Excel
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Take useful Excel Add-in’s and add them to your Quick Access Toolbar. The Quick Access Toolbar is located at the top of the Ribbon as shown below. Add an Add-in to the Quick Access Toolbar and assign it it’s own unique icon in 4 easy steps. How
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How do I keep track of when to follow-up on open invoices? Or a more simple way to put it, ‘How do I manage accounts receivable’? This was a question from an accounts receivable manager who was trying to monitor contact with multiple customers. The time between when
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