Excel Formulas

Financial Excel Formula Examples

Copy-paste examples for financial formulas in Excel.

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PMT Formula

Calculate a loan payment.

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IPMT Formula

Calculate interest portion of a payment.

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PPMT Formula

Calculate principal portion of a payment.

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NPV Formula

Calculate net present value.

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XNPV Formula

Calculate NPV for irregular dates.

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IRR Formula

Calculate internal rate of return.

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XIRR Formula

Calculate IRR for irregular dates.

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FV Formula

Calculate future value.

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PV Formula

Calculate present value.

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RATE Formula

Calculate an interest rate.

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NPER Formula

Calculate number of periods.

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CAGR Formula

Calculate compound annual growth rate.

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ROI Formula

Calculate return on investment.

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Gross Margin Formula

Calculate gross margin percentage.

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Markup Formula

Calculate markup percentage.

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Break-even Formula

Calculate break-even units.

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Running Total Formula

Create a running total as formulas copy down.

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Moving AVERAGE Formula

Calculate a rolling average.

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Weighted AVERAGE Formula

Calculate average using weights.