Tips on how to best utilize this financial ratios calculator
2) Rename "Year 1", "Year 2", etc on the Income Statement to your actual years and they will automatically change throughout the excel file.
3) To ensure accurate calculations, start with your oldest year's data first (This is the reverse of Yahoo!'s statements).
a) Hold "ctrl" and select columns G and H, then push "ctrl + c" (The copy button will give you an error message for some reason, but this short-cut will work fine)
b) Go to column I, and right click - paste the formulas
c) Right click again on column I, and paste the formatting
d) Do this for each of the five workbooks
e) Repeat as necessary for subsequent years
5) Do not make any changes in the "CS IS", "CS BS", or "Ratios" workbooks - they should automatically calculate everything.
©Eric Bridges, Portfolio Manager
Seidman Investment Portfolio Organization, Winter 2012
Comments or feedback can be sent to bridgese@mail.gvsu.edu
1) The layout of the income statement and balance sheet are modeled after those found on Yahoo! ® Finance.
4) These workbooks can be expanded beyond three years by doing the following:
