News & Updates

From time to time, I shall post here short snippets of relevant news and developments in the personal finance space, along with updated versions of calculators and past posts.

Dec 19th 2017: Existing users need to make the following change to the Automated Mutual Fund and financial goal tracker

  1. Go to the summary sheet
  2. right click on “update funds with latest NAV” button on the to
  3. select “assign macro”
  4. click “edit” in the window that opens
  5. Ctrl +F
  6. Find what: Nav1
  7. Click replace:
  8. replace with: NAvOpen
  9. Select “current project”
  10. press “replace with”
  11. It should say 27 replacements were made.
  12. Save the file.
  13. It should now work

Reason: AMFI has changed the url for getting daily NAV.

May 2nd, 2017: Now you can link Aadhaar to Pan via the e-filing site simply by using your registered mobile. Does not matter if the names are different! Thanks to Basu( for pointing this out at Asan Ideas For Wealth.

March 21st 2017: The Stock SIP Calculator has been updated. A small modification in the moneycontrol page has been incorporated. Thanks to user Leo for pointing this out.

March 21st 2017: We now have 15 Ways to Invest in Direct Mutual Funds. Updated with two more entries.

March 21st 2017: Moneycontrol has changed its web layout. So any sheet that downloads stock or index prices will need a modification the VBA code. You can do this yourself. Open the VBA code and search for

.WebTables = “4” Then change the 4 to a 3. So that line should look like

.WebTables = “3”

That is it! It should work right now.