Use of excel spreadsheets in the USA

Updated on August 1, 2016 in Retirement
3 on June 27, 2016

A lot of work has gone into the creation of your many spreadsheets.  I am attempting to  adapt them to my environment and data in the US, however some of the terminology and conditions are different in the US vs. India.  Any suggestions?

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2 on June 27, 2016

I am trying to adapt the sheets to work for US markets. Let me know which sheets you want changes. If these involve US stocks or mutual funds, please send me the links from which I can extract the data from. My email is pattu [at] freefincal [dot] com

member
on June 27, 2016

Right now, recommending specific mutual funds may be too refined.  Currently, I am interested mainly in your spreadsheets that project various types of income with some allowance of lump some income, expenses (allowing for changes in expenses for future years), investment growth (perhaps using Monte Carlo to accommodate variability), and finally the balance in ‘x’ years.  Which model best reflects the above?

Administrator
on August 1, 2016

I have only one Monte Carlo sheet. But my other goal planners should work fo the US too.

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