At OSI Finance, we understand the some users are more comfortable with Excel than our web calculators, which is why we offer an Excel template for our calculators. This guide will walk you through how to use the Excel template.
1. Download the Excel Template
We recommend using our template rather than starting from scratch. This is particularly important when running the calculators within excel as the template has the necessary macros to run the calculations. You can download the template here.
2. Enter Your Personal Financial Information
Once you have downloaded the template, you can enter your personal financial information into the "Enter Values Below" column. One important note is accessing your API Key. To do so, you can go to your account page and click the "API" button or directly from the navbar. You can then copy and paste your API Key into the Excel template. If you're still having trouble finding it, try using this link.
3. Run the Calculations
Once you have entered your personal financial information, you can run the calculations by going to the "Calculators" tab. Select which calculator you would like to use, then click "Calculate".
