Interactive Excel Investment Forecast Tool
Budget: $10 – $30 USD
Title: Excel Investment Calculator – Annual Input, Monthly Output
Description:
I need a professional and easy-to-use Excel spreadsheet similar to this online calculator: Compound Interest Calculator
Link: https://www.thecalculatorsite.com/finance/calculators/compoundinterestcalculator.php
Requirements:
• Annual inputs for Initial Investment, Interest Rate, Compounding Frequency, Contributions (Deposit/Withdrawal/Both)
• Monthly output: Opening Balance, Contributions, Interest Earned, Closing Balance
• Dynamic 30-year model with editable values per year
• Dropdowns for all selections, including multiple compounding frequencies (Daily, Weekly, Monthly, Quarterly, Annual, Custom)
• Summary & charts showing growth, total contributions, total interest, ending balance
Example:
• Year 1: $100,000, 10% interest, Monthly compounding, Deposit $1,000/month
• Year 2: $50,000, 8% interest, Quarterly compounding, Withdrawal $500/month
• Year 3: $0, 12% interest, Daily compounding, Deposit $2,000/month
The spreadsheet should automatically calculate monthly balances and interest for all 30 years based on these annual inputs.
Goal:
A flexible, professional, and user-friendly Excel calculator that tracks investments year by year, with monthly outputs and clear visual charts.
Description:
I need a professional and easy-to-use Excel spreadsheet similar to this online calculator: Compound Interest Calculator
Link: https://www.thecalculatorsite.com/finance/calculators/compoundinterestcalculator.php
Requirements:
• Annual inputs for Initial Investment, Interest Rate, Compounding Frequency, Contributions (Deposit/Withdrawal/Both)
• Monthly output: Opening Balance, Contributions, Interest Earned, Closing Balance
• Dynamic 30-year model with editable values per year
• Dropdowns for all selections, including multiple compounding frequencies (Daily, Weekly, Monthly, Quarterly, Annual, Custom)
• Summary & charts showing growth, total contributions, total interest, ending balance
Example:
• Year 1: $100,000, 10% interest, Monthly compounding, Deposit $1,000/month
• Year 2: $50,000, 8% interest, Quarterly compounding, Withdrawal $500/month
• Year 3: $0, 12% interest, Daily compounding, Deposit $2,000/month
The spreadsheet should automatically calculate monthly balances and interest for all 30 years based on these annual inputs.
Goal:
A flexible, professional, and user-friendly Excel calculator that tracks investments year by year, with monthly outputs and clear visual charts.