XIRR Function

My computer is too old to download the XIRR function in Exel to calculate quarterly returns from contributions made at irregular intervals & amounts to my 401k.

Does anybody know of a online tool or calculator that can be used by plugging in the contribution amounts & dates? Thanks

~Marty~

Reply to
Marty
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Too old?

I don't know about a web site, but XIRR has been part of Excel for ten to fifteen years. I know it was part of Excel 4.0 (1992) It doesn't have to be "downloaded" but is part of the Analysis Tool Pak that has been distributed with Excel.

If you look at HELP for the function, you will see instructions as to how to install it.

--ron

Reply to
Ron Rosenfeld

No, but straight-line depreciation of the percentage of your computer used for supporting investment income is potentially deductible on your personal 1040 Schedule A, subject to 2% AGI floor.... maybe time to buy a new computer?

Never heard of "downloading" the XIRR function... what version of Excel are you running?

Most salary-deferral plans, such as 401k, involve predictable deductions from your paycheck... is there some reason why you are making "irregular" contributions to your 401k?

-Mark Bole

Reply to
Mark Bole

big snipped-for-privacy@webtv.net (Marty) wrote: My computer is too old to download the XIRR function in Exel to calculate quarterly returns from contributions made at irregular intervals & amounts to my 401k. Does anybody know of a online tool or calculator that can be used by plugging in the contribution amounts & dates? Thanks ~Marty~ Too old? I don't know about a web site, but XIRR has been part of Excel for ten to fifteen years. I know it was part of Excel 4.0 (1992) It doesn't have to be "downloaded" but is part of the Analysis Tool Pak that has been distributed with Excel. If you look at HELP for the function, you will see instructions as to how to install it.

--ron

Ron

I cant install it.The prompts state that I need to install Microsoft Office 2000.I guess if this program is very small, my computer might be able to install it.Now I have to figure out how to install it.It states I need the disc.Maybe I will try Office Max.Thanks Ron.If you have any other ideas,let me know.

~Marty~

Reply to
Marty

At least one reason:

People who are paid at an hourly rate, or who work overtime as non-exempt personnel have paychecks that vary from pay period to pay period. Most 401k contributions are a percentage, so the amount contributed will also vary.

Elizabeth Richardson

Reply to
Elizabeth Richardson

Which version of Excel do you have?

If you have Excel 2000, are you sure the prompts for installing the Analysis Tool Pak say you have to INSTALL Office 2000, or do they say you need to insert the Disk for that program.

Whatever, it should be available on your original Excel disks. And if this was an OEM install, your OEM should have sent you the disks with the computer.

--ron

Reply to
Ron Rosenfeld

from my version (Excel 2000; 9.0.2720): If this function is not available, run the Setup program to install the Analysis ToolPak. After you install the Analysis ToolPak, you must enable it by using the Add-Ins command on the Tools menu.

Reply to
Gil Faver

Another possibility -- pay via profit sharing plans calculated quarterly which result in constant monthly plus variable quarterly contributions to the 401K.

Reply to
redmonds

Which version of Excel do you have? If you have Excel 2000, are you sure the prompts for installing the Analysis Tool Pak say you have to INSTALL Office 2000, or do they say you need to insert the Disk for that program. Whatever, it should be available on your original Excel disks. And if this was an OEM install, your OEM should have sent you the disks with the computer.

--ron

Hey Ron

Thanks for all your help.The Add On prompt (Anylasas Tool Pack) does say to insert the Disc for that program.

My old jalopy computer was given to me,so there is no original Excel disks.I will eventually buy a new computer,but probably not until next year.

~Marty~

Reply to
Marty

I don't know if you can install the ATP without the original disk. And you won't get that with a new computer (unless you purchase the program with the computer).

Perhaps the person who gave you the computer has the disks?

--ron

Reply to
Ron Rosenfeld

There are about 100 copies of Office 2000 (which is the disk you need) for sale on eBaby but the software costs about $100.

I Googled "IRR Function" and found one site that offers onlince calculations.

Frank

Reply to
FranksPlace2

Does anybody know of a online tool or calculator that can be used by plugging in the contribution amounts & dates? Thanks ~Marty~ There are about 100 copies of Office 2000 (which is the disk you need) for sale on eBaby but the software costs about $100. I Googled "IRR Function" and found one site that offers onlince calculations. Frank

Hey Frank

I found the site for the IRR function too,But I am fairly certain I need the XIRR function, which I can not find an online tool.Thanks

~Marty~

Reply to
Marty

Marty,

How about this one:

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There is a way to create an IRR function in Excel but it requires the "solver" function which you probably don't have.

Frank

Reply to
FranksPlace2

Does anybody know of a online tool or calculator that can be used by plugging in the contribution amounts & dates? Thanks ~Marty~

There are about 100 copies of Office 2000 (which is the disk you need) for sale on eBaby but the software costs about $100. I Googled "IRR Function" and found one site that offers onlince calculations. Frank Hey Frank I found the site for the IRR function too,But I am fairly certain I need the XIRR function, which I can not find an online tool.Thanks ~Marty~ Marty, How about this one:

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There is a way to create an IRR function in Excel but it requires the"solver" function which you probably don't have. Frank

Hi group

I found what I was looking for.Maybe this will help all my fellow feds.Thanks Frank & everybody.

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~Marty~

Reply to
Marty

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