Microsoft Excel is a full-featured spreadsheet application with plenty of features for managing data. With its robust functions and commonly used calculations, it’s also a solid money-management tool.

Excel journeymen know you can plug in numbers and get formula results from a spreadsheet. Lesser known, however, is the ability to figure out what numbers are need to get a certain result, which works ...

If you’re tired of using third-party services to track your spending—either because they aren’t as useful as you thought they would be or you’re concerned about giving third-party services access to ...

David C. Treece shares strategies for personalized retirement planning, helping retirees navigate unique challenges to achieve a stable & fulfilling retirement. Over the years I’ve been in the ...

Money in Excel is a new feature for Microsoft 365 subscribers Money in Excel is a new feature for Microsoft 365 subscribers is a senior editor and author of Notepad, who has been covering all things ...

Social Security only replaces about 40% of average pre-retirement salary, but many rely heavily on it. A typical retiree will need about 80% of pre-retirement income. Aim to save 15% of your income ...