By downloading the Actuarial Toolkit Free Edition, you acknowledge that you have read and agree to the Actuarial Toolkit License Agreement here: https://www.actuarialtoolkit.com/atk-license-agreement
Free Edition Release Notes – Version 1.0
Dynamic pivot
Create flexible summary tables directly in Excel.
Group by one or more key variables
Calculate sums, averages, counts, minimums, maximums, standard deviations, and other summary metrics
Generate transparent Excel formulas for easy review and customization
Create dynamic summaries without relying on traditional pivot tables
Table Formatter shortcut
Create and apply reusable table formatting standards.
Save custom Header, Data, and Totals formats
Apply consistent formatting across reports and exhibits
Customize borders, fonts, colors, and cell formatting
Improve readability and presentation quality
Unlock the Full Experience
Upgrade to Actuarial Toolkit Professional for access to all tools, ongoing updates, and the opportunity to submit enhancement requests and workflow ideas that help shape future releases. [Subscribe Now →]
Excel Ribbon Integration
Actuarial Toolkit installs as a dedicated Excel ribbon, providing quick access to all tools and shortcuts within a familiar Excel environment.
Additional Features
User-configurable table format settings saved between Excel sessions
Designed for Microsoft Excel for Microsoft 365 (Windows desktop edition)
Local processing within Excel—no external databases or cloud connections required
Formula-based outputs designed for transparency, auditability, and customization
By downloading the Actuarial Toolkit Free Edition, you acknowledge that you have read and agree to the Actuarial Toolkit License Agreement here: https://www.actuarialtoolkit.com/atk-license-agreement
After Downloading Actuarial Toolkit
Download the Actuarial Toolkit (.xlam) file using the button above.
Save the file to a permanent location on your computer (do not leave it in your Downloads folder if you may delete it later).
Open Microsoft Excel.
Navigate to File → Options → Add-ins.
At the bottom of the window, select Excel Add-ins and click Go.
Click Browse and select the downloaded Actuarial Toolkit.xlam file.
Ensure the add-in is checked and click OK.
Restart Excel if prompted.
After installation, the Actuarial Toolkit ribbon will appear within Excel.
Troubleshooting
Actuarial Toolkit requires Excel macros to be enabled.
If the ribbon does not appear or the add-in does not load properly:
Close Excel.
Right-click the downloaded .xlam file and select Properties.
Check Unblock (if present).
Click Apply and OK.
Reopen Excel.
Video of Downloading Actuarial Toolkit
If you experience installation issues, please contact paul@actuarialtoolkit.com.