Warning
Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
In this topic
- Business
- Retirement
- Other Investment
- Mortgage
- Other Loan
- Personal Finance
- Working with financial calculators
You can use financial calculators to provide assistance with financial planning and loan advice and to answer client questions.
Notes
- When you print a financial calculator, the detail schedules and graphs also print. You cannot select or deselect individual pages for printing.
- You cannot modify the format of the financial calculators and their associated detail schedules and graphs.
Special information
Numeric footnotes appear in some financial calculators. To view the notes, hover over the footnote number with your mouse.
List of financial calculators
Business
- Buying vs. Leasing - Equipment
- Cash Flow Forecast
- Economical Order Quantity
- Gross to Net Paycheck - 2018
- Net to Gross Paycheck - 2018
- Qualified Business Deduction – 2018
- Qualified Farmer Determination for Estimated Tax Calculator
Retirement
- 401(k) vs. Roth IRA - Annual Contribution
- 401(k) vs. Roth IRA - Monthly Income
- Employer Retirement Plan vs. Taxable Investment
- IRA Savings
- Regular 401(k) vs. Roth 401(k)
- Retirement Account Aggregation
- Retirement Income Planner
- Social Security Benefits - Starting at Age 62 vs. FRA Calculator
Other Investment
- Future Value of Investment(s)
- Health Savings Account Evaluator - 2018
- Health Savings Account Evaluator - 2019
- Investment Analysis
- Investment Needed to Achieve Goal
- Monthly Investment Accumulation
- Present Value of a Series of Non-Annuity Payments
- Present Value of an Ordinary Annuity
- Present Value of Future Amount
- Years to Become a Millionaire
Mortgage
- Monthly to Bi-Weekly Loan Conversion
- Mortgage Comparison
- Mortgage Loan Refinance Analysis
- Mortgage Qualification
- Pay Points on Mortgage
Other Loan
- Custom Loan Payment Schedule
- Effect of Lump-Sum Payment on Loan
- Record of Loan Payments and Rate Changes
- Standard Loan Payment Schedule
- Unknown Loan Variable
Personal Finance
- 401(k) Loan
- Bank Statement Reconciliation
- Before and After Tax Rate of Return
- Buying vs. Leasing - Auto
- Buying vs. Renting - Home
- College Savings Planner
- Marginal Tax Rate - 2019
- Marginal Tax Rate (post TCJA) - 2018
- Marginal Tax Rate Comparison - 2018
- Personal Financial Statement
- Years Needed to Achieve Goal
Working with financial calculators
For details on working with financial calculators, see the following topics.
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