1 / 0

Calvary

Calvary. Alexandre R. Almeida Chief Financial Officer Calvary Company. Skills Acquired: . Format tables (e.g. Conditional Formatting) - Change #1: Transportation Produce: pie chart/bar chart ( Slide 8 ) column chart ( Slide 7 ) p ivot table Import data Functions: =if(), =ifs()

gelsey
Télécharger la présentation

Calvary

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Calvary

    Alexandre R. Almeida Chief Financial Officer Calvary Company
  2. Skills Acquired: Format tables (e.g. Conditional Formatting) - Change #1: Transportation Produce: pie chart/bar chart (Slide 8) column chart (Slide 7) pivot table Import data Functions: =if(), =ifs() =Average(), =Averageif(), =Averageifs() =PMT(): Rate, Nper, PV =ABS (), =Sum() Referencing other worksheets (Recommendations)
  3. Purpose Goals the Spenders asked me to address: Eliminating debt and balancing the budget Current overall situation - income vs. expenses Three solutions offered: a) Replacing their credit cards b) replacing their current automobile c) cutting other expenses
  4. Change #1: Transportation Current car to a Prius
  5. Change #2:Loans Engels Bank Card (36 months) Interest rate (yearly): 3% Balance transfer fee amount:$585.00 Total Cost of Credit: $1,513.93 Monthly Payment: $584.10 Greater MANAGEABLILITY!!! Avoid fines Avoid late fees Avoid interest increases Reduce other expenses in order to pay off debt (housing, food, pets, etc.)
  6. Change #3: Communication Phone Recommendation: LG VX7700 Service: AT&T Cost of Phone:$80.00 Total Monthly Cost: $56.18 Total Monthly: $133.00 Proposed Total Monthly: $105.00 Total Yearly: $1,826.00 Proposed Total Yearly: $1,420.00
  7. Recommendations Negative Income Balance Replace Credit Card Replace Auto-Mobile Replace Cell-Phone Reduce other EXPENSES Positive New Income Balance!
More Related