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Annuity Calculator

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Annuity Calculator Excel Template to see the payment schedule with visual charts. Periodic Payment, Initial Principal and Periods to Pay Out included.

TEMPLATE DETAILS
License: Personal Use
Works on: Windows / Mac (Min. Excel 2007)

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PRODUCT DESCRIPTION

An annuity is a kind of investment plan that can provide a stream of income in retirement whether for a limited time period or a life-time. Annuity Calculator Excel Template will provide an overview to see the payment schedule in a given number of periods with visual charts. Someka-S00-Flow

With this calculator you can also calculate Periodic Payment, Initial Principal or Periods to Pay Out.

Annuity Calculator Template Features:

Dashboard

Annuity Calculator Template is a tool to calculate the payment schedule depending on the following variables you will choose;

  • Initial Age
  • Years To Pay Out
  • Initial Capital (Principal)
  • Annual Interest Rate, Type of Interest Rate (variable or fixed)
  • Inflation Rate
  • Earned Interest TAX

Besides that, monthly, quarterly, semi-annually or annually options available are for Payment Frequency and annuity payment Term (end of the year or beginning of year).

You can also see the graph with a general balance, Net Payment and Interest as shown in below:

Annuity-Calculator-Excel-Template-Someka-S01

Payment schedule

This section will calculate a detailed cash flow of future payments according to your inputs in “Dashboard”. The payment schedule is dynamic, all you have to do is change the inputs in the dashboard and the payment schedule will renew itself.

Annuity-Calculator-Excel-Template-Someka-S02

Graphs

Detailed dynamic graphs display balance, interest rate and net payment depending on the selected payment frequency. Furthermore, a pie graph shows the breakdown of principal and interest of your future cash inflow.

Annuity Estimation

The only thing that you have to do is input your own data depending on what you want to calculate: Periodic Payment, Initial Principal or Periods to Pay Out.

Annuity-Calculator-Excel-Template-Someka-S03

Finally, after putting the data in the white blanks, the template will calculate the values for each case.

Annuity Calculator Excel Template Features Summary:

  • Excel Template to calculate retirement annuity payment
  • Dashboard for an overview including graphs
  • Flexible payment frequency
  • Full Print Ready
  • No installation needed.
  • Ready to use.
  • Works both on Mac and Windows
  • Compatible with Excel 2007 and later versions

This Annuity Calculator is ready-to-use Excel Template. If you need customization on your reports or need more complex templates, please refer to our custom services.

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