Guides
Step-by-step guides and how-to walkthroughs for investors, covering spreadsheet calculations, broker workflows, tax filing, and other practical tasks.
How to Calculate FVIFA in Excel
Calculate FVIFA in Excel with the formula, Excel FV cross-check, and timing adjustment for ordinary annuities versus annuities due.
How to Calculate Present Value of Annuity in Excel
Calculate present value of an annuity in Excel for ordinary, annuity-due, and growing payments using PV formulas and worked examples.
How to Calculate Pro Rata in Excel
Calculate pro rata allocations in Excel for time-based proration, share distributions, multi-party splits, and rounding adjustments.
How to Calculate PVIF in Excel
Calculate PVIF in Excel with the discount-factor formula, Excel PV cross-check, and examples for valuing future cash flows today.
How to Calculate PVIFA in Excel
Calculate PVIFA in Excel with the formula, Excel PV cross-check, and timing adjustment for ordinary annuities versus annuities due.
How to Calculate the 7-Day Yield in Excel
Calculate a 7-day yield in Excel for money market funds, using simple and compounded annualization plus notes on SEC-style differences.
How to Calculate FVIF in Excel
Calculate FVIF in Excel with the compound-growth formula, Excel FV cross-check, a worked example, and a Rule of 72 shortcut.