Annuity Investment Calculator

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Microsoft Spreadsheet (.xls)
  • This Document Has Been Certified by a Professional
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  • This is a digital download (102 kB)
  • Language: English
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How to make aInvestment Calculator in Excel? An easy way to create your spreadsheet is by downloading this example Investment Calculator Excel spreadsheet template now!

The Annuity Calculator is intended for use involving the accumulation phase of an annuity and shows growth based on regular deposits. 

An annuity is an investment that provides a series of payments in exchange for an initial lump sum. 
With this calculator, you can find several things:

  • The payment that would deplete the fund in a given number of years.
  • The amount needed to generate a specific payment.
  • The number of years your investment will generate payments at your specified return. 

Annuities can be used as a regulated stream of income, which can make it easier for a person to manage their assets in a way that ensures that those assets last for the duration of their lifetime. For instance, a heavy spender who suddenly receives a large inheritance can use an annuity to reduce the risk of overspending and depleting their assets.

Our Excel templates are grid-based files designed to organize information and perform calculations with scalable entries. Beginners and professionals from all over the world are now using spreadsheets to create tables, calculations, comparisons, overviews, etc for any personal or business need.

This Excel template is a great way to increase your productivity and performance. It gives you access to do remarkable new things with Excel, even if you only have a basic understanding of working with formula’s and spreadsheets. If time or quality is of the essence, this ready-made presentation can certainly help you out!

Download this Investment Calculator Excel spreadsheet now!


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Nothing on this site shall be considered legal advice and no attorney-client relationship is established.


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