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Manage Your Money and Investments with Microsoft Excel

Autor Peter Aitken
en Limba Engleză Mixed media product – 22 iun 2005

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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Specificații

ISBN-13: 9780789734280
ISBN-10: 0789734281
Pagini: 276
Dimensiuni: 178 x 235 x 17 mm
Greutate: 0.43 kg
Ediția:1
Editura: Pearson Education
Colecția QUE
Locul publicării:Indianapolis, United States

Cuprins

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.


Notă biografică

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).


Textul de pe ultima copertă

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.