We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...

This is the EASIEST step-by-step walkthrough of how to create a budget on Excel for beginners in 2020! Click "Show More" to ...

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, ...

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 ...

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 ...

Fixed expenses (rent, insurance) remain constant monthly, while variable expenses (groceries, utilities) fluctuate. The 50/30/20 rule allocates 50% for needs, 30% for wants and 20% for savings and ...

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 ...