Excel for Finance: 10 Formulas You NEED to KNOW

Top 10 Excel formulas for Finance you need to know!

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In this video, we go over 10 Excel formulas for finance. These formulas are useful for anyone looking to work in finance or finance-related positions such as financial analysts, investment bankers, data analysts, and accountants. The formulas we will be covering are the AGGREGATE function, the EDATE function, the CHOOSE function, the IFERROR, the Data types, the STOCKHISTORY, the FV, the PV, the XNPV, the XIRR, and Goal Seek.

SOCIALS:

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[casonalimudgal]

Hello Kenji, I always found your videos really helpful. Being a Chartered Accountant, still liked your videos a lot and very much knowledgeable. Thanks a lot for sharing .

[aqibaqib]

hi,
I think you missed VLOOKUP and INDEXMATCH formulas which are widely used in Financial Modelling.
The formulas you are explained is quite helpful.

[NguyenTrung-ms]

Hi Kenji, that was a good video but why I can not download the Excel file.

[cedricruckaberle]

Very cool Stuff as always, thanks a lot

[khato]

thank you very much, your sharing is very useful

[haree]

in the choose function, I am unable to select f4 how can I do it in my Excel 2021?

[bespokemon]

Correct me if I’m wrong but an investment can have 2 IRR values, meaning in the excel formula you should put 0 & 1 right after the *guess option.

[unlocking_potential]

On point. No BS. just the way I like it. KUDOS

[Mr_Clarki]

Hey ✋I need t emerge 2 excel sheets in a certain way, pretty hard to explain but would you be willing to help me for a video?

[xhcbvme]

Sir not showing option data types on my excel 2016.

[Ismail]

is data types available in excel 2021? i cant find that

[invisiblepeace.]

Extremely helpful brotha.🎉❤ please create a playlist for data analysis videos. Anyway thanks ❤ 🙏

[henrylyimo]

In the aggregate formula, where did you get number 9?

[mrinformer]

Wait, do you think cryptocurrency will crash? I dont think so. More and more companies are integrating cryptocurrency into their operations: Amazon, Cannafarm Ltd, Burger King, even Starbucks, dude!

[federicobonanno]

Hi Kenji, thanks a lot for the video!
I downloaded the file and the result of the NPV (XNPV Formula) is $561, 688 rather than $454, 239 as shown in your video. I am not seeing something here? 🧐

[joukenienhuis]

So, if i want to calculate what amount of money my mom needs to have on her bank account now to live at reasonable income out of it per month i could use npv?

[willzinner]

hey just trying on excel is the xnpv the same as the npv?