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Sample Data Is Given: Year Total Invested During This Year Est. Investment Value at Eoy

The document contains sample data for an investment calculator that asks the user to input: 1) Their investment goal amount 2) The number of years until their target date 3) The amount they can invest periodically It then displays a table showing the total invested and estimated investment value each year over 30 years.

Uploaded by

Jay Michael Eugenio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
30 views10 pages

Sample Data Is Given: Year Total Invested During This Year Est. Investment Value at Eoy

The document contains sample data for an investment calculator that asks the user to input: 1) Their investment goal amount 2) The number of years until their target date 3) The amount they can invest periodically It then displays a table showing the total invested and estimated investment value each year over 30 years.

Uploaded by

Jay Michael Eugenio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 10

Answer the three questions below, and let the calculator help you determine if it's

*sample data is given


Question 1: How much money do you need to achieve your goal?
Question 2: How many years left before your target date (must be at least 5)?
Question 3: How much can you invest per month?
YEAR
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

TOTAL INVESTED
DURING THIS YEAR
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00
60,000.00

EST. INVESTMENT
VALUE AT EOY
67,200.00
142,464.00
226,759.68
321,170.84
426,911.34
545,340.70
677,981.59
826,539.38
992,924.10
1,179,275.00
1,387,988.00
1,621,746.56
1,883,556.14
2,176,782.88
2,505,196.83
2,873,020.44
3,284,982.90
3,746,380.85
4,263,146.55
4,841,924.13
5,490,155.03
6,216,173.63
7,029,314.47
7,940,032.20
8,960,036.07
10,102,440.40
11,381,933.24
12,814,965.23
14,419,961.06
16,217,556.39
18,230,863.15

culator help you determine if it's enough

our goal?
e (must be at least 5)?

WAIT FOR THE REMARK HERE

YES! You should invest that amount monthly.

1,000,000.00
10
5,000.00

Answer the three questions below, and let the calculator help you determine if it's
*sample data is given
Question 1: How much money do you need to achieve your goal?
Question 2: How many years left before your target date (must be at least 5)?
Question 3: How much can you invest every two months?
YEAR
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

TOTAL INVESTED
DURING THIS YEAR
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00
24,000.00

EST. INVESTMENT
VALUE AT EOY
26,880.00
56,985.60
90,703.87
128,468.34
170,764.54
218,136.28
271,192.64
330,615.75
397,169.64
471,710.00
555,195.20
648,698.62
753,422.46
870,713.15
1,002,078.73
1,149,208.18
1,313,993.16
1,498,552.34
1,705,258.62
1,936,769.65
2,196,062.01
2,486,469.45
2,811,725.79
3,176,012.88
3,584,014.43
4,040,976.16
4,552,773.30
5,125,986.09
5,767,984.42
6,487,022.56
7,292,345.26

culator help you determine if it's enough

our goal?
e (must be at least 5)?
s?
WAIT FOR THE REMARK HERE

YES! You should invest that amount monthly.

500,000.00
10
4,000.00

Answer the three questions below, and let the calculator help you determine if it's
*sample data is given
Question 1: How much money do you need to achieve your goal?
Question 2: How many years left before your target date (must be at least 5)?
Question 3: How much can you invest quarterly, or every three months?
YEAR
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

TOTAL INVESTED
DURING THIS YEAR
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00
42,000.00

EST. INVESTMENT
VALUE AT EOY
47,040.00
99,724.80
158,731.78
224,819.59
298,837.94
381,738.49
474,587.11
578,577.57
695,046.87
825,492.50
971,591.60
1,135,222.59
1,318,489.30
1,523,748.02
1,753,637.78
2,011,114.31
2,299,488.03
2,622,466.59
2,984,202.58
3,389,346.89
3,843,108.52
4,351,321.54
4,920,520.13
5,558,022.54
6,272,025.25
7,071,708.28
7,967,353.27
8,970,475.66
10,093,972.74
11,352,289.47
12,761,604.21

culator help you determine if it's enough

our goal?
e (must be at least 5)?
y three months?
WAIT FOR THE REMARK HERE

YES! You should invest that amount monthly.

2,000,000.00
15
10,500.00

Answer the three questions below, and let the calculator help you determine if it's
*sample data is given
Question 1: How much money do you need to achieve your goal?
Question 2: How many years left before your target date (must be at least 5)?
Question 3: How much can you invest semi-annually, or every six months?
YEAR
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

TOTAL INVESTED
DURING THIS YEAR
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00
56,000.00

EST. INVESTMENT
VALUE AT EOY
62,720.00
132,966.40
211,642.37
299,759.45
398,450.59
508,984.66
632,782.82
771,436.75
926,729.16
1,100,656.66
1,295,455.46
1,513,630.12
1,757,985.73
2,031,664.02
2,338,183.70
2,681,485.75
3,065,984.04
3,496,622.12
3,978,936.78
4,519,129.19
5,124,144.69
5,801,762.06
6,560,693.50
7,410,696.72
8,362,700.33
9,428,944.37
10,623,137.69
11,960,634.22
13,458,630.32
15,136,385.96
17,015,472.28

culator help you determine if it's enough

our goal?
e (must be at least 5)?
every six months?
WAIT FOR THE REMARK HERE

YES! You should invest that amount monthly.

5,000,000.00
20
28,000.00

Answer the three questions below, and let the calculator help you determine if i
*sample data is given
Question 1: How much money do you need to achieve your goal?
Question 2: How many years left before your target date (must be at least 5)?
Question 3: How much can you invest every year?
YEAR
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

TOTAL INVESTED
DURING THIS YEAR
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00
68,000.00

EST. INVESTMENT
VALUE AT EOY
76,160.00
161,459.20
256,994.30
363,993.62
483,832.85
618,052.80
768,379.13
936,744.63
1,125,313.98
1,336,511.66
1,573,053.06
1,837,979.43
2,134,696.96
2,467,020.60
2,839,223.07
3,256,089.84
3,722,980.62
4,245,898.29
4,831,566.09
5,487,514.02
6,222,175.70
7,044,996.78
7,966,556.40
8,998,703.16
10,154,707.54
11,449,432.45
12,899,524.34
14,523,627.26
16,342,622.54
18,379,897.24
20,661,644.91

culator help you determine if it's enough

our goal?
e (must be at least 5)?

WAIT FOR THE REMARK HERE

YES! You should invest that amount monthly.

20,000,000.00
30
68,000.00

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