# Financial functions

Financial functions can be used in the load script and in chart expressions to calculate payments and interest rates.

For all the arguments, cash that is paid out is represented by negative numbers. Cash received is represented by positive numbers.

Listed here are the arguments that are used in the financial functions (excepting the ones beginning with range-).

Information note For all financial functions it is vital that you are consistent when specifying units for rate and nper. If monthly payments are made on a five-year loan at 6% annual interest, use 0.005 (6%/12) for rate and 60 (5\*12) for nper. If annual payments are made on the same loan, use 6% for rate and 5 for nper.

Use the drop-down on each function to see a brief description and the syntax of each function. Click the function name in the syntax description for further details.

[](https://help.qlik.com/en-US/qlikview/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/financial-functions.htm)

#### FV

This function returns the future value of an investment based on periodic, constant payments and a simple annual interest.

[**FV**](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/FV.htm)(rate, nper, pmt [ ,pv [ , type ] ])

[](https://help.qlik.com/en-US/qlikview/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/financial-functions.htm)

#### nPer

This function returns the number of periods for an investment based on periodic, constant payments and a constant interest rate.

[**nPer**](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/nPer.htm)(rate, pmt, pv [ ,fv [ , type ] ])

[](https://help.qlik.com/en-US/qlikview/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/financial-functions.htm)

#### Pmt

This function returns the payment for a loan based on periodic, constant payments and a constant interest rate. It cannot change over the life of the annuity. A payment is stated as a negative number, for example, -20.

[**Pmt**](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/Pmt.htm)(rate, nper, pv [ ,fv [ , type ] ] )

[](https://help.qlik.com/en-US/qlikview/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/financial-functions.htm)

#### PV

This function returns the present value of an investment.

[**PV**](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/PV.htm)(rate, nper, pmt [ ,fv [ , type ] ])

[](https://help.qlik.com/en-US/qlikview/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/financial-functions.htm)

#### Rate

This function returns the interest rate per period on annuity. The result has a default number format of Fix two decimals and %.

[**Rate**](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FinancialFunctions/Rate.htm)(nper, pmt , pv [ ,fv [ , type ] ])

## Learn more

* [BlackAndSchole - script and chart function](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/Black-and-Scholes.htm)
* [Money - script and chart function](https://help.qlik.com/en-US/qlikview/September2026/Subsystems/Client/Content/QV_QlikView/Scripting/FormattingFunctions/Money.htm)