If you were a financial planner, what are some Excel functions that you might use or need?

In your financial planning worksheet, when might you use conditional formatting?

NPV net present value

IRR Internal rate of Return

FV future Value

PMt Payment for loan

Yield yields on security

and other financial functions

Average

Stdev

and other Statistical functions

Highlight those cells based on criteria by conditional formatting

For example if the A/R is more than a number of days say 60

or if the inventory is more than a certain amount like $1 million

or net profit is negative or

gross profit is less than the interest to be paid.

Management by Exception is the rule for conditional formatting

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