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 are lots of ways to budget, but if you pick a spreadsheet, where do you even start? Staring at a blank budget spreadsheet can be daunting. You don’t have to go it alone though. A spreadsheet ...

Have you ever found yourself staring at rows and rows of budget and actual data, wondering how to make sense of it all? You’re not alone. Budget versus actual analysis is one of those tasks that feels ...

=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 ...

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” ...

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 ...

Creating a budget for a sustainable lifestyle in the U.S. can feel like a monumental undertaking. But according to Anna Yen, CFA, money expert and author at MoneyLion, it involves balancing financial ...

If you’re trying to achieve financial independence or just keep better track of your money, you need to be using a budget. It’s non-negotiable. While there are plenty of budgeting apps out there, you ...