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 ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

In Microsoft Excel, common size financial statements compare cells against the balance total to determine what percent those figures have increased or decreased. Excel creates a new blank column in ...

=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 ...

Microsoft Excel and Microsoft Access both store data used to write a financial report. However, Excel has more built-in options for quickly generating a report from a small amount of financial data.

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 ...

The software development world has been transformed by AI-powered coding assistants such as Cursor and Claude Code, which have changed how engineers write and debug code. These tools can generate ...