The most comprehensive educational resources for finance

Most Important Excel Skills for Finance

Excel is a life skill for any finance or accounting professional. I know many people in finance for whom MS Excel is at the core of everything they do. Probably if it was not for Excel, their job wouldn’t exist. In this article, I will highlight some of the most important excel skills you must

Alternative to MSN Stock Quotes Add-in in Excel

This discussion happened with the intent to find the best Alternative to MSN Stock Quotes Add-in for excel. Initial Email by Roger: All of you that use this on a regular basis will already know that this quit working about 4 days ago. I emailed Manish to ask if he knew if MSN was going to

How to Show Negative Numbers in Brackets in MS Excel?

In accounting and financial models sometimes you will want to show negative numbers in brackets and in red color. For example, you may want to show an expense of $5,000 as (5,000)or (-5,000). To so so, follow the following steps: 1. Right click on the cell that you want to format. 2. Click on Format

Create Financial Dashboards Using Excel PowerPivot

Microsoft Excel has always been the spreadsheet software of choice for organizations around the world to perform financial analysis and generate all kinds of reports. In fact you can safely say that most banks and financial institutions will stop functioning if excel is taken away from them for even one day. Companies use excel both

Stock Evaluation Spreadsheet

Our user Jim Grant has created a very useful stock evaluator spreadsheet and has shared it with the Finance Train Community. You can download the spreadsheet from the link below: Stock Evaluator Spreadsheet The spreadsheet is created using the Stock Quotes in Excel add-in to evaluate stocks based on simple, fundamental analysis variables. One tab

Stock Portfolio Tracker in Google Docs Spreadsheet

One of the best ways to manage your money is to use a spreadsheet program such as Excel or Google Docs to create a personal portfolio tracker. For people who are used to Excel, there was a great plugin called MSN MoneyCentral Stock Quotes Add-in which worked great for many people. However over the past

Get Stock Quotes in Excel: New Excel Add-in

Excel is the most commonly used tool by people to manage and keep track of their stock portfolios. One of the most critical tasks to manage a portfolio in excel is to get the desired stock data in excel. There are many sources of data such as Yahoo Finance API, MSN Money, or Google Finance.

Excel: How to Sort Data Using a Custom Sort Order

If you have some data in your spread sheet you can use the sort function to sort this data in either ascending order or descending order very easily. Let’s say you have a list of 100 books under three categories – Fiction, Management, and Self-help. You can sort the books alphabetically by each category. Excel

Excel: How to Move to First or Last Row in a List

This is a common problem faced when you are dealing with a large list. You are currently in the beginning of the list and quickly want to go to the last record just to check on the total number of records available. You can simply scroll down the list but that’s not a very efficient

How to Magnify a Selection in Excel?

Sometimes an excel sheet may contain a large amount of data but you may be using only a small range of cells. You may want to display this range of cells as large as possible. Follow the following steps to do magnify a selection of cells in excel. Select the desired cells. Select View ->