Manage Your Money and Investments with Microsoft Excel
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Manage Your Money and Investments with Microsoft Excel

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Sure you want to save money. We all do. But saving money is sometimes easier said than done. Did you know that there is a program probably already installed on your computer that can help you manage your money better? It's Microsoft Excel, part of the Microsoft Office suite. Manage Your Money and Investments with Excel can help you take control of your finances with Excel. Learn how to:



Perform basic financial calculations.
Track and analyze investments.
Compare mutual fund options.
Manage mortgages, loans, and escrow accounts.
Balance checking accounts and manage credit card debt.
Track your net worth.

Discover new ways to make money-saving decisions and manage your finances with Manage Your Money and Investments with Excel.
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Product details

  • Mixed media product | 288 pages
  • 172.7 x 226.1 x 22.9mm | 430.92g
  • Que Corporation,U.S.
  • Indianapolis, IN, United States
  • English
  • 0789734281
  • 9780789734280

Back cover copy

Sure you want to save money. We all do. But saving money is sometimes easier said than done. Did you know that there is a program probably already installed on your computer that can help you manage your money better? It's Microsoft Excel, part of the Microsoft Office suite. Manage Your Money and Investments with Excel can help you take control of your finances with Excel. Learn how to: Perform basic financial calculations. Track and analyze investments. Compare mutual fund options. Manage mortgages, loans, and escrow accounts. Balance checking accounts and manage credit card debt. Track your net worth. Discover new ways to make money-saving decisions and manage your finances with Manage Your Money and Investments with Excel.
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Table of contents

Introduction.

Why Excel?

Who This Book Is For

More Information and Updates

I. UNDERSTANDING THE BASICS OF FINANCIAL CALCULATIONS.

1. Taking Control of Your Finances.

Facing the Problem

Setting Goals

What Excel Can Do for You

Why Excel and Not Quicken or Money?

Excel Versions

Using the Worksheet Templates

Template Conventions

About Percentages

2. Using Excel to Work with Money.

Excel Basics

Getting Around

Selecting Cells

Entering and Editing Data

Formatting the Worksheet

Formulas in Excel

Excel Functions

Excel and Money

Cash Flow

Formatting Money and Percentage Values

Charting Your Course

3. Working with Basic Financial Calculations.

Calculating Loan Payments

Calculating Principal Payments

Working with Future Value

Using the Present Value Function

Calculating Interest Rate

4. Tracking Your Net Worth.

What Is Net Worth?

Assets to Include

Liabilities to Include

The Net Worth Calculator

Interpreting Your Net Worth

Keeping Track over Time

II. TAKING CONTROL OF YOUR BANK AND CREDIT CARD ACCOUNTS.

5. Managing Your Money with a Budget.

What Is a Budget?

Budget Fundamentals

The Home Budget Calculator

The Overview

Transactions

Paychecks

Entering Transactions

Getting Started with Your Budget

Living with a Budget

Analyze Your Spending

Live Within Your Means

Balancing Your Budget

Watch Impulse Buying

Look for Sales

Learn to Cook

6. Being Smart with Your Checking Accounts.

How Checking Accounts Work

Types of Checking Accounts

Other Checking Account Fees

Understanding Debit Cards

Be Smart with ATM Cards

Cheap Checks

Other Account Services

How to Get a Free Checking Account

The Checkbook Register Application

How the Checkbook Register Workbook Works

Getting Started with the Register

Entering Transactions

Sorting Transactions

Editing Transactions

Keeping Headings in View

Reconciling Your Register

7. Getting the Most From Your Credit Cards.

How Credit Cards Work

Credit Card Interest Rates

Credit Card Fees

Credit Card Advantages

What About Debit Cards?

Hooray for the Grace Period

Reward Cards

Using Your Credit Cards Wisely

Never Charge Anything You Cannot Pay Off

Use the Grace Period

Get a Rewards Card

Be Careful to Make Payments on Time

Mind Your Credit Limit

How Much Will It Really Cost?

The Real Cost Calculator

Why Carrying a Balance Is to Be Avoided

Paying Off Your Balance

The Payoff Calculator

Using a Credit Card for Cash Advances

Understanding Cash Advances

The Cash Advance Cost Calculator

III. FINANCING YOUR HOME AND CAR.

8. Understanding Mortgages-And Getting the One That's Best for You.

The Many Benefits of Home Ownership

Types of Mortgages

Traditional Fixed Rate Mortgages

Adjustable Rate Mortgages

Balloon Mortgages

Hybrid Mortgages

Your Mortgage Payment

Other Mortgage Costs

Origination Fee

Points

Private Mortgage Insurance

The Tax Benefits of Home Ownership

Understanding Mortgage Amortization

How Much Can I Borrow?

The Maximum Mortgage Calculator

The Mortgage Detail Calculator

9. Considering Home Equity Loans.

What Is a Home Equity Loan?

How They Work

How Much Can I Borrow?

Home Equity Loan Cautions

Home Equity Calculations

10. Refinancing Your Mortgage.

Why Refinance?

Costs of Refinancing

Making a Decision

The Mortgage Refinance Breakeven Calculator

How to Use the Calculator

11. Understanding Escrow Accounts.

Escrow Is for Taxes and Insurance

Canceling Your Escrow Account

The Escrow Cancellation Calculator

12. Renting Versus Buying Your Home-Making the Right Choice.

Why Buy a Home?

Financial Factors of Home Ownership

The Down Payment

Closing Costs

Ownership Costs

The Rent Versus Buy Calculator

13. Your New Car- Lease or Buy?

Do You Really Need a New Car?

Understanding Auto Leases

Advantages and Disadvantages of Leasing

Types of Leases

Lease Conditions

Lease Payment Calculator

The Lease or Buy Calculator

IV. MANAGING YOUR INVESTMENTS.

14. Learning the Fundamentals of Investing.

Investment Vehicles

Stocks

Bonds

Mutual Funds

Exchange Traded Funds

Treasury Bills

Savings Accounts

Certificates of Deposit

Money Market Accounts

Risk Versus Return

Your Investment Timeframe

Choosing a Brokerage Account

Dividend Reinvestment Plans

15. Tracking Your Investments.

Why Track Investments?

The Investment Portfolio Workbook

The Holdings Worksheet

The Query Worksheet

Using the Investment Portfolio Template

16. Comparing Mutual Funds.

Choosing Mutual Funds

The Mutual Fund Comparator

17. Planning for College or Retirement.

Long-term Planning

Accounting for Inflation

The Inflation Effects Calculator

Predicting Your Needs

Not Over-Saving

Saving for College

The College Cost Calculator

The College Savings Calculator

Saving for Retirement

What About Social Security?

How Much Retirement Income Will You Need?

How Much Do You Need to Save?

Annuities

The Retirement Planner Workbook

APPENDICES.

A. Workbook Reference.

Chapter 4: Net Worth Calculator

Chapter 5: Budget Workbook

The Budget Menu

The Transactions Worksheet

The Transaction Entry Form

Entering Paychecks

The Overview Worksheet

Chapter 6: Checkbook Register Workbook

The Register Menu

Entering Transactions

Sorting the Transactions

Calculating the Totals

Chapter 7: Real Cost Calculator

Chapter 7: Payoff Calculator

Chapter 7: Cash Advance Cost Calculator

Chapter 8: Mortgage Payment Calculator

Chapter 8: Mortgage Points Comparator

Chapter 8: Mortgage Tax Savings Calculator

Chapter 8: Maximum Mortgage Calculator

Chapter 8: Mortgage Detail Calculator

Chapter 9: Home Equity Line of Credit Calculator

Chapter 10: Mortgage Refinance Breakeven Calculator

Chapter 11: Escrow Cancellation Calculator

Chapter 12: Rent Versus Buy Calculator

The Input Worksheet

The Output Worksheet

The Chart Worksheet

Chapter 13: Lease Payment Calculator

Chapter 13: Lease or Buy Calculator

Chapter 15: Investment Portfolio Workbook

Chapter 16: Mutual Fund Comparator

Chapter 17: Inflation Effects Calculator

Chapter 17: College Cost Calculator

Chapter 17: College Savings Calculator

Chapter 17: Retirement Planner Workbook

B. Glossary of Financial Terms.

Index.
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About Peter Aitken

Peter Aitken has been writing about computers and software for more than 15 years. He has over 40 titles to his credit as well as innumerable magazine and web articles. Peter is an expert Excel developer and has done financial consulting and programming for clients in the real estate industry, including a stint as a Vice President of The Chubb Group of Insurance Companies. Recently Peter wrote Excel Programming Weekend Crash Course (Wiley; 0764540629) and co-wrote Excel Formulas and Functions for Dummies (Wiley, 0764575562).
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