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.
Related Articles
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How to change document view and layout options in Zoho Writer
Overview Zoho Writer provides flexible options to help you work more comfortably and efficiently with your documents. You can switch between Page View and Web View layouts, adjust zoom levels or use multi-page layouts for a bird’s-eye view, show or ...Managing Zoho Writer extensions
Extend the capabilities of Zoho Writer with extensions from Zoho Marketplace. This user guide will familiarize you with the procedure to install and manage Writer extensions. You can view all available Writer extensions on this page in Zoho ...How to customize lists in Zoho Writer
Overview Lists are a great way to organize content in your documents. In Zoho Writer, you can do more than just create simple bulleted or numbered lists. You can fully customize them. From setting your preferred list style as default to using images ...FAQ's on Zoho Writer's ChatGPT extension
This extension allows you to seamlessly integrate ChatGPT with Zoho Writer to chat with the bot and use its responses in your content. This guide will take you through the steps needed to: Install the extension Interact with the ChatGPT bot from ...Zoho Connect Extension to Post Content From Writer
Use the Zoho Connection extension to post inside a forum or a manual within your Organization. Prepare a draft with the Writer editor and post it to Zoho Connect straight away. Make sure you have installed and authorized the Zoho Connect Extension ...
New to Zoho LandingPage?
Zoho LandingPage Resources