Managing personal finances can often feel like an overwhelming juggling act. Between tracking expenses, keeping tabs on income, and trying to save for the future, it’s easy to feel like you’re ...

Budgeting can feel overwhelming, but it doesn't have to be. While there is no shortage of finance apps, nothing beats the flexibility and power of Excel. In this post, I will go over the practical ...

Update once, see everything. Excel dashboard, paste new transactions into tables, refresh pivots & optional Power Query ...

Keeping track of your finances doesn’t have to be a headache. With the right Excel templates, you can budget, track expenses, ...

I am part of a small business club that has about 25 members. We are going to be collecting dues every month and will have a low number of outgoing transactions as well.<BR><BR>I am trying to figure ...

When mastering finances, it's never too early to start. Young adults might believe they don't need to save or manage their money wisely. After all, there is lots of time to learn about saving, ...

Starting a side hustle provides you with an opportunity for fun and profit. It’s fun because you’re doing something you enjoy. It’s profitable because you’re making money doing it. But here’s a word ...

Eight years ago, Seattle-area entrepreneur Peter Polson decided to pursue what he perceived as a gap in the personal finance software market, inspired by his growing family’s increasingly complex ...

Two years ago, Microsoft began rolling out a budget-tracking service called Money in Excel as a carrot for its Microsoft 365 Personal and Family subscription. But the company has decided to drop Money ...

According to a recent study from Secure Data Recovery, 56% of Americans spend an hour or more weekly tracking and analyzing their personal data. The average amount an American spends on data tracking ...