Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Professionals wanting to branch into financial planning and analysis had better make sure their spreadsheet skills are up to snuff, because a recent study found that more than three-quarters of all ...

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

The last 20 months of living in the midst of COVID-19, with all its unexpected developments, have been a challenge for many organizations when it comes to planning for the future. But that has also ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.