In the early stages of a start-up, effective financial management is crucial to ensure sustainability and growth. One vital tool in this endeavor is an Excel burn rate or cash runway dashboard. This ...

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

Whenever I manage large databases and projects in Excel, Microsoft’s spreadsheet software can sometimes feel intimidating. It often results in an inefficient and frustrating experience. Then, I ...

If you want to create a dashboard in Microsoft Excel, this post will help you. A dashboard is a type of graphical representation that depicts the key performance indicators for a particular topic or ...

The PMT function is an Excel Financial function that returns the periodic payment for an annuity. The formula for the PMT function is PMT(rate,nper,pv, [fv], [type]). The NPV function returns the net ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...