There is no shortage of budgeting apps and investment platforms. Among them, it might seem counterintuitive to advocate for a tool as basic as Excel for managing your personal expenses. Despite that, ...

An Excel spreadsheet is designed to automate the task of repetitive calculations. It can be an invaluable tool for ascertaining the income, capital investments and operating expenses of a small ...

=LET (Spend,SUMIF (T_Budget [Category],E2,T_Budget [Cost]),IFS (Spend>F2,"Over budget",Spend=F2,"Budget hit",Spend> (F2*0.9),"Near budget",TRUE,"Within budget")) Let's break the formula down to ...

Update once, see everything. Excel dashboard, paste new transactions into tables, refresh pivots & optional Power Query ...

One area where Microsoft Excel shines is in solving financial problems. Excel contains a broad range of financial functions that can help you understand how a given loan works, what its monthly ...

Making a household budget is one of the most important steps toward getting your spending under control and building a strong financial foundation for you and your family. It helps you prioritize ...

If you’re looking for a straightforward method to automate the generation of Excel reports, such as those for end-of-month financial results, there is a simple solution that can save you time and ...

First off, way to go. If you’re reading this, you’re taking a close look at your finances. But while thinking about your monthly financial picture is a great start, it isn’t enough to actually wrangle ...

Microsoft Excel and Google Sheets were my usual go-to solutions for planning and splitting holiday expenses with my friends and family. For years, I’ve struggled with maintaining complicated expense ...