Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 06-26-2014, 08:40 AM
lynchbro lynchbro is offline Expense Projections for 1,3,5,10 years Windows 8 Expense Projections for 1,3,5,10 years Office 2010 64bit
Advanced Beginner
Expense Projections for 1,3,5,10 years
 
Join Date: Jun 2014
Location: New York
Posts: 41
lynchbro is on a distinguished road
Default Expense Projections for 1,3,5,10 years

Attached is an example of what I need to do. Lines 8-13 is how to calculate it out year by year. Line 18 is what I am trying to see if it is possible to do this calculation in a single cell.

Here are the details with cell references:


Initial Investment: $10,000 (D2)
Initial Sales Charge (Year 1 only): 5.75% (D3)
Annual Operating Expenses: 1.44% (D4)
Annual Rate of Return: 5.00% (D5)

How can I use the above to calculate in a single cell the expense projection? I have Year 1, but subsequent years I am having trouble with:

Year one: =((D2-(D2*D3))*D4)+(D2*D3) = $710.72
Year three: I need to be able to compound 3 years on interest and calculate what the expenses are per year and sum that up for a three year total
Year five: same as above for five years
Year ten: same as above for ten years

There has to be a way for excel to do this. I need to do this for 120 portfolio so I am hoping I do not have to do this year by year and sum them up as that would be way too many tabs.

thanks!!
Attached Files
File Type: xlsx Example.xlsx (11.3 KB, 8 views)

Last edited by lynchbro; 06-27-2014 at 07:00 AM. Reason: Adding more detail
Reply With Quote
Reply



Similar Threads
Thread Thread Starter Forum Replies Last Post
Expense Projections for 1,3,5,10 years Autoscheduling jumps by years in advance Journeyman3000 Project 2 04-01-2014 12:15 AM
Date range mysteriously adding 4 years akatz85 Excel 7 03-25-2014 12:36 PM
Expense Projections for 1,3,5,10 years Converting serial number to years, months and days hannu Excel 6 02-14-2013 09:21 PM
Expense Projections for 1,3,5,10 years Using Field Codes to Calculate 5 years from a Date vandy Word 1 09-23-2009 11:32 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 10:59 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft