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MS Office Forum / Excel / New Users / January 2006

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ROI

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Frank - 02 Jan 2006 18:11 GMT
I've been looking for an Excel s/s that will perform financial ROI's,
including periodic additons/withdrawals, such as the online app found at
http://cgi.money.cnn.com/tools/returnrate/returnrate.jsp.

I've searched high and low to no avail.

I want this app for a website that tracks investments for its users for a
particular 401 sort of pension plan.

Thanks!!!
Ron Rosenfeld - 02 Jan 2006 20:51 GMT
>I've been looking for an Excel s/s that will perform financial ROI's,
>including periodic additons/withdrawals, such as the online app found at
[quoted text clipped - 6 lines]
>
>Thanks!!!

You could certainly set one up using the XIRR worksheet function.
--ron
Fred Smith - 02 Jan 2006 23:20 GMT
I believe the reason you haven't found anything is that the programming for this
is so simple, people just do it themselves. All you need to do is enter a column
of the cash flows, with a corresponding column of dates, and feed this
information to XIRR.

If you don't want to develop your own spreadsheet, most people would use Quicken
or Money as a preferred alternative. You can pick up previous versions for under
$30 on eBay.

Signature

Regards,
Fred

> I've been looking for an Excel s/s that will perform financial ROI's,
> including periodic additons/withdrawals, such as the online app found at
[quoted text clipped - 6 lines]
>
> Thanks!!!
Frank - 03 Jan 2006 03:42 GMT
I should have mentioned I'm using Excel 2000.  I did the analysis pak add-in
and have tried the xirr, but can't get it to work, no matter how I enter the
dates.  I tried even using the DATE function to list the dates but to no
avail.  When I check microsoft, I find xirr referred to for Excel 2003 but
not for Excel 2000.  Does XIRR not work in Excel 2000?

Thanks!!

>I believe the reason you haven't found anything is that the programming for
>this is so simple, people just do it themselves. All you need to do is
[quoted text clipped - 15 lines]
>>
>> Thanks!!!
Frank - 03 Jan 2006 03:50 GMT
Ah!  Got it!  Forgot to properly format the results cell.

Thanks for the insights!!

>I should have mentioned I'm using Excel 2000.  I did the analysis pak
>add-in and have tried the xirr, but can't get it to work, no matter how I
[quoted text clipped - 24 lines]
>>>
>>> Thanks!!!
 
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