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Business - Finance
Stocks and shares:
Simple share rolling analysis
Template for tracking a stock or share, with a 5 day rolling average flagging up good times to buy or sell

shares.spr (15k)

shares.s5 (43k)

shares.sheet (52k)
Share summary analysis (Thanks to Raphael)
Logging of individual share summaries, with calculation of Net Profit and IRR

stockmkt.spr (7k)

stockmkt.s5 (9k)

stockmkt.sheet (17k)

stockmkt.xls (13k)
Stocks
Financial calculators:
Postage ready reckoner (Thanks to Mike Coon)
It's a common problem. You've got a parcel that you know needs a certain postage value attaching, and you've picked up books of standard First and Second class stamps; what's the most cost-effective combination for making up the necessary postage?

stamps.spr (8k)

stamps.s5 (16k)

stamps.sheet (2k)

stamps.xls (19k)
Comprehensive mortgage analyser (Thanks to Chiu Kwok Chu Maurice)
Another mortgage calculator, but this one applies to any currency and is more flexible:
  1. By giving the basic information such as 'amount of principal', 'interest rate', 'years' and 'the number of payment period per year', it automatically generates two summary tables, one for monthly payments, yearly payments, interest paid and principal paid, and the other for the 'principal changes in each payment period'.
  2. By entering the number of periods over which payment has be made, it gives you the information on the number of periods left, the amount of money paid, the amount of interest paid, the amount of principal paid and the amount of principal left.

    These information is useful if you have to make early repayment of the loan and for taxation purposes. For the latter, you may need to know the amount of interest paid to request for tax exemption.


mortgage2.s5 (38k)

mortgage2.sheet (53k)

mortgage2.xls (37k)
Gift Aid Calculator (Thanks to Michael Ernstoff)
For charitable donations via Gift Aid, this spreadsheet works out:
a) How much the charity gets after it claims back tax
b) How much the donor's tax allowance increases if they are a higher rate taxpayer
c) How much less tax that equates to.
The spreadsheet allows the user to amend a) The amount donated b) The basic and higher tax rates. Obviously it only applies to the UK tax system. The formulae also possibly applies to deeds of covenant.

giftaid.s5 (2k)

giftaid.sheet (15k)

giftaid.xls (15k)
Taxed income (Thanks to Robert Ooms)
Tax-aware spreadsheet for managing your finances. Includes cells for calculation of income tax calculated at different rates etc.

taxedincome.s5 (9k)
Rate-per-period salary checker(Thanks to Dave A Kolmer)
Comparison of rate-per-period for two different base salaries

salary.spr (1k)

salary.s5 (2k)

salary.sheet (15k)

salary.xls (8k)
Weekly timesheet calculator (Thanks to Austin Mitchell)
Enter daily hours on each of up to 10 tasks and let the spreadsheet do the rest!

timecalc.spr (6k)

timecalc.s5 (11k)

timecalc.sheet (26k)

timecalc.xls (18k)
Contractor timesheet (Thanks to Sean Luke)
Daily and weekly totals, including VAT

timeshet.spr (2k)

timesheet.s5 (3k)

timesheet.xls (6k)
Money managers:
Expense manager 2000 (Source: Eric Tan)
Helps you compare your expenses monthly. The categories are divided into 1) Food, 2) Transport, 3) Entertainment, 4) Bills 5) Miscellaneous
The sheet will automatically calculate the expenses and update the Monthly Expenditure and the Expenditure for Year 2000 table. By selecting the Graph Button you will be able to view the Graph in a large number of predefined modes.

expense2000.s5 (106k)
Bank account manager (Source: Phil Rosengarten)
Transaction records and balance summaries for two accounts, with an optional third.

easybank.spr (5k)

easybank.s5 (43k)

easybank.sheet (29k)

easybank.xls (11k)
Miscellaneous:
Amortization glossary (Thanks to Vojta)
Many mortgage-related and legal terms, with definitions

amortize.dbf (9k)

amortize.s5 (12k)

amortize.tab (9k)

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