Financial calculators

You can use financial calculators to provide advisory services, such as financial planning, loan advice, mortgage calculations, and payroll advice, to your clients.

Go to Calculators from the toolbar. You can select a category from the left pane to expand and browse available calculators, or use the search field at the top of the pane to find a specific one.

When working in a financial calculator, you can do the following.

  • Reset: Click this button to clear all data that you entered.
  • Export to PDF: Click this button to export the information you enter in the calculator as a PDF file.

    Note: You must have Adobe Reader installed on your computer to view and print the PDFs. If you have difficulty opening a PDF, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

Click a link below for details on working with one of our financial calculators.

Business

Mortgage

Other Investments

Other Loan

Payroll

Personal Finance

Personal Tax

Retirement


Contact us

Was this article helpful?