How to use NPV, PV, and FV formulas in Zoho Writer
Overview
Zoho Writer lets you simplify financial planning and budgeting with the NPV (Net Present Value), PV(Present Value), and FV (Future Value)functions. These functions help you calculate the value of your investment over a specific period of time. You can add these functions in paragraphs, tables, and merge and fillable templates in Zoho Writer.
NPV formula
Syntax
=NPV(discount, cashflow1, cashflow2, ...)
Inputs
| Parameter | Description |
discount | The discount rate of the investment over a period |
cash flow | The amount of money coming in or going out in the investment period |
Note
- The discount should be provided as a decimal number. For example if the discount is 3% then the value should be 0.03.
- To calculate NPV with the initial investment amount, you can add it in the first cash flow parameter as a negative amount.
PV formula
Syntax
=PV(rate, number_of_periods, payment_amount, future_value, end_or_beginning)
Inputs
Parameter | Description |
rate | The rate of interest over the investment period |
number_of_periods | The number of months, years, or other time periods you are considering as the investment horizon |
payment_amount | The amount you are investing |
future_value | The expected future value of the investment |
end_or_beginning | The time when payment is due in your investment period. The value should be 0 if the payment is at the end of the period and 1 if it is at the beginning. |
Note
- The rate, number_of_periods, and payment_amount should have units of consistent value. For example, for a 24-month investment with monthly payments, the rate should be divided by 24 and the number_of_periods should be 24.
- The future_value and end_or_beginning are optional parameters and their default value will be 0.
FV function
Syntax
=FV(rate, number_of_periods, payment_amount, present_value, end_or_beginning)
Inputs
Parameter | Description |
rate | The rate of interest over the investment period |
number_of_periods | The number of months (or other periods of time) you are investing |
payment_amount | The amount you are investing |
present_value | The present value of the amount you are investing |
end_or_beginning | The time when payment is due in your investment period. The value should be 0 if the payment is at the end of the period and 1 if it is at the beginning. |
Note
- The rate, number_of_periods, and payment_amount should have units of consistent value. For example, for an investment for 24 months, paid quarterly the rate should be divided by 8 and the number_of_periods should be 8.
- The present_value and end_or_beginning are optional parameters and their default value will be 0.
Steps
- Click the hamburger icon, go to the Fields tab --> Dynamic Fields --> Formula.
- In the New Formula dialog that opens:
- Choose your desired formula from the Choose Function drop down and the + icon to select the fields, to configure the desired formula.
- Choose the Format Number option to format the formula result.
- Click Insert.
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