james
Posts: 2,205
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Post by james on Apr 14, 2016 13:00:49 GMT
Attached is a zipped Excel 97 format spreadsheet that you can use to calculate annualised investment returns using the XIRR method. To use just put the current account balance - loans and cash - in the yellow cell at the upper right and fill in the later rows with the dates and amounts of the transactions. Excel 97 because that should be importable without problems by most spreadsheets. To get started with a particular account you can do one of two things: 1. Enter today's date and the current balance as a deposit to the account. XIRR will be from this starting date. 2. Enter the past deposits and withdrawals. XIRR will be from the first date you use.
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bababill
Member of DD Central
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Post by bababill on Apr 15, 2016 2:26:31 GMT
Just what I need. :-)
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Post by bonfemme on Apr 15, 2016 4:45:00 GMT
Thanks very much. Very useful for technophobes.
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nush
Member of DD Central
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Post by nush on Apr 15, 2016 16:17:47 GMT
thanks for this, just need to start leaning how to use a spreadsheet to follow my AC account, the info for each part of the account is crazy.
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