Calculators
Use our calculators to quickly and easily evaluate different aspects of your financial life. Here you'll find home and personal finance, investment, retirement and business calculators to help you plan your future.
savings calculators
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Emergency Savings Calculator
Determine how much emergency savings you may need.
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Savings Goals Calculator
Find out how much you need to save to reach your goals.
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Home Budget Analysis
Get help managing your monthly budget.
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Savings Worksheet (PDF)
mortgage calculators
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How much will my payments be?
Use your balance, term and interest rate to determine payments.
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How much house can I afford?
Determine the maximum house value you can expect approval on.
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Am I better off refinancing?
Determine the minimum income you will need to get approved.
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Rent vs. Buy?
This calculator will help you compare the costs of renting to the costs of buying a home.
auto/equity/installment loan calculators
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How much will my monthly payment be?
Determine your monthly auto loan payment or your auto purchase price.
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Should I use a home equity loan instead of an auto loan?
Determine what kind of loan is best for you.
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What car can I afford?
Determine the auto purchase price that you can afford.
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Should I lease or purchase?
Determine whether leasing or purchasing would be a better value.
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How much should I put down?
Calculate how much you should put down on your purchase.
IRA calculators
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How much monthly income with my retirement savings provide?
Determine how much income your retirement savings may provide in your retirement.
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How long will my retirement savings last?
Determine how many years your retirement savings will last.
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What will it take to create a secure retirement?
Use this calculator to create a retirement plan.
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Which IRA is better for me: Roth or Traditional?
Use this tool to determine which IRA may be right for you.
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How much can I save if I open a Roth IRA?
Determine your savings potential with a Roth IRA.
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What will my long-term savings be in a regular IRA?
Determine your long-term savings potential with a traditional IRA.
investment calculators
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What do I need to create a balanced portfolio?
Calculate your assets to create a balanced portfolio.
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What will my return be on my investment?
Calculate a variety of factors to determine your return on investment.
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How much can I save with my 401(k)?
Calculate savings based on contribution, current age and age of retirement.
business calculators
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Bad Debt Expense Percentage Calculator
Measure the expected uncollectibility on credit sales.
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Cash Ratio Calculator
Measure liquidity.
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Collection Period Calculator
Determine how long it will take you customers to pay for sales on credit.
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Comparing Loans Calculator
Easily compare your loan options.
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Current Ratio Calculator
Measure liquidity.
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Debts to Assets Ratio Calculator
Measure your debt to assets ratio.
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Debt to Equity Ratio Calculator
Compare debt to stockholders equity to measure capital structure.
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Tracking Important Financial Ratios and Other Measures
Use this downloadable worksheet to track financial measures.
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Gross Margin Percentage Calculator
Measures the relationship between net sales and cost of goods sold.
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Interest Coverage Ratio Calculator
Measure your company's capacity to meet interest payments.
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Inventory Turnover Calculator
Measure how effectively inventory investments are being converted into sales revenue.
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Quick Ratio Calculator
Measure liquidity.
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Return on Assets Calculator
Measure your company's ability to use its assets to create profits.
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Return on Equity Calculator
Measure the return on the shareholders investment in the business.
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Return on Sales Calculator
Measure the net income earned for each dollar of sales.
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Small Business Ratio Calculators
Use this worksheet to monitor your ratios.
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Business Start Up Cost Calculator
Determining how much it would cost to start a business.
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How Much Monthly Income Will My Retirement Savings Provide Me?
Determine your monthly income at retirement from retirement savings.
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How Long Will My Retirement Savings Last?
Determine how long your retirement savings may last.
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Retirement Planner - What Will It Take to Create a Secure Retirement?
Create your retirement plan.
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How Much Can I Save With My 401(K)?
Determine how much you can save with your 401(K).
