All articles in 'personal finance' Category

Track Your Mutual Fund Portfolio using Excel [India Only]

Published on Dec 28, 2009 in excel apps, personal finance
Track Your Mutual Fund Portfolio using Excel [India Only]

Excel is very good for keeping track of your investments. Due to its grid nature, you can easily create a table of all the mutual fund holdings and monitor the latest NAVs (Net Asset Values) to see how your investments are doing. A while back we have posted a file on tracking mutual funds using excel. Today we are going to release an upgrade for that file.

Read the rest of this post to understand how this template works and download the free template.

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Build a Retirement Calculator using Excel (learn how to use Goal Seek as a bonus)

Published on Jul 29, 2009 in Excel Howtos, Featured, Learn Excel, personal finance
Build a Retirement Calculator using Excel (learn how to use Goal Seek as a bonus)

In this installment of spreadcheats, we will learn how to use goal seek feature of excel. We will build a retirement savings calculator using excel. We will learn to use Excel’s FV() formula to estimate the corpus that can be accumulated by saving fixed amount every month.

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Save a quarter buck everytime you buy coffee at starbucks

Published on Sep 25, 2008 in food and drink, ideas, personal finance
Save a quarter buck everytime you buy coffee at starbucks

I am coffee drinker. And I love various types of coffee; be it the Chennai strong filter coffee or the medium-blend of Starbucks, I just love to sip a cupfull every morning. Since I love coffee so much I thought why not share a little secret about coffee buying with you all. Assuming you buy […]

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Tracking your stock portfolio using Google Docs

Published on Sep 12, 2008 in ideas, Learn Excel, personal finance
Tracking your stock portfolio using Google Docs

By integrating services like Google Finance, Search in to spreadsheet functions, google docs has paved the way for endless possibilities. Google spreadsheet function GoogleFinance() can be used to build stock portfolio tracker sheet that can fetch historical stock quotes to tell how your money is doing. Click here to see the stock portfolio tracker sheet […]

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Use Google docs to track your bucks – [spreadsheet forms idea]

Published on Jul 14, 2008 in hacks, ideas, Learn Excel, personal finance, technology

Each of us have our mechanisms to track how we spend money. We use Excel, various online sites and software like Quicken or Microsoft Money to track how we spend our bucks. The bottom line is to track where each penny / paisa / cent is going. So, how great would be it be, if […]

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Mutual Fund Portfolio Tracker using MS Excel

Published on Apr 18, 2008 in Featured, ideas, Learn Excel, personal finance, technology

Would you like to spend next 5 minutes learning how to create an excel sheet to track your mutual fund portfolio? Download the mutual fund portfolio tracker excel workbook now. [Download Excel 2003 compatible version here] NOTE: File updated on 7-FEB-2012 to fix errors. Download again if you need to. We will use 2 simple […]

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Start Early

Published on Apr 4, 2007 in Charts and Graphs, Learn Excel, personal finance

Financial freedom, or not having to work for someone is the ultimate dream for anyone wearing an access card and refreshing his/her mailbox every five minutes. Just incase you are one of those who never realized the importance of planning early for the freedom, here is a chart to help you appreciate that need. Download […]

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The Calvin Fund!

Published on Mar 22, 2007 in calvin fund, Movies-Books, personal finance

Well, thats not a new mutual fund in the market, but I can understand your confusion, given that several AMCs have tiger funds. Calvin fund is the name I am giving to my investment drive. The aim is to purchase a complete collection of my favorite strips, “Calvin & Hobbes – The complete collection” which […]

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Are fund managers poor marketers?

Published on Feb 20, 2007 in media, personal finance, wonder why

Come Ferbruary, every fund house worth its NAV comes up with a hoard of ELSS / Tax planning mutual fund offerings and promotions. These days you open any (business) magazine and you see atleast a dozen ads on how MFs can save you Rs. 33,360* or something on taxes. First up the claim that they […]

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Find out whether you need a house or not in 60 seconds

Published on Feb 12, 2007 in Learn Excel, personal finance

Most of my classmates and friends have started purchasing houses. This coupled with the fact that I am in coveted DINK (double income no kids) group now have prompted me to do some preliminary research on buying a house. In my quest few things became obvious, Any house worth its tiles costs more than a […]

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Creating New MFs – the SBI way

Published on Dec 7, 2006 in personal finance

Mutual fund companies often develop this compulsive urge to launch a new product, but sadly mutual funds are one of the boring financial services and all most all of them do one of the following four: Retain your capital and provide liquidity Give returns at risk free rate by investing in longterm governament bonds etc. […]

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Howto: Excel Based Mutual Fund Portfolio Tracker

Published on Nov 13, 2006 in Learn Excel, personal finance

Instead of searching for the NAVs of all my funds at MyIRIS or MutualFundsIndia, I have developed a small excel sheet which will fetch the values for me and displays the current portfolio value at the click of a button. Here I am trying to share the “HOWTO” of the same. Create an excel workbook […]

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Relationships & Banks

Published on Sep 27, 2006 in advertising, banking, personal finance

Banks and relationships are as old a pair as slice bread and butter knife. I can imagine my grand father getting shivers allover when he deposited bulk of his first salary in the bank wondering all he was left with was a stupid passbook with illegible numbers on it. The point is days have changed! […]

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