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.
Table of Contents
- About the Author
- We Want to Hear from You!
I. Understanding the Basics of Financial Calculations
- 1. Taking Control of Your Finances
- 2. Using Excel to Work with Money
- 3. Working with Basic Financial Calculations
- 4. Tracking Your Net Worth
II. Taking Control of Your Bank and Credit Card Accounts
- 5. Managing Your Money with a Budget
6. Being Smart with Your Checking Accounts
- How Checking Accounts Work
- How to Get a Free Checking Account
- The Checkbook Register Application
7. Getting the Most From Your Credit Cards
- How Credit Cards Work
- Using Your Credit Cards Wisely
- How Much Will It Really Cost?
- Why Carrying a Balance Is to Be Avoided
- Paying Off Your Balance
- The Payoff Calculator
- Using a Credit Card for Cash Advances
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
- Your Mortgage Payment
- Other Mortgage Costs
- The Tax Benefits of Home Ownership
- Understanding Mortgage Amortization
- How Much Can I Borrow?
- The Mortgage Detail Calculator
- 9. Considering Home Equity Loans
- 10. Refinancing Your Mortgage
- 11. Understanding Escrow Accounts
- 12. Renting Versus Buying Your Home—Making the Right Choice
- 13. Your New Car—Lease or Buy?
- 8. Understanding Mortgages—And Getting the One That’s Best for You
IV. Managing Your Investments
14. Learning the Fundamentals of Investing
- Investment Vehicles
- Risk Versus Return
- Your Investment Timeframe
- Choosing a Brokerage Account
- Dividend Reinvestment Plans
- 15. Tracking Your Investments
- 16. Comparing Mutual Funds
17. Planning for College or Retirement
- Long-term Planning
- Saving for College
- Saving for Retirement
- 14. Learning the Fundamentals of Investing
A. Workbook Reference
- Chapter 4: Net Worth Calculator
- Chapter 5: Budget Workbook
- Chapter 6: Checkbook Register Workbook
- 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
- 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
- A. Workbook Reference
- Title: Manage Your Money and Investments with Microsoft® Excel
- Release date: June 2005
- Publisher(s): Que
- ISBN: 9780789734280