Build a fast Excel money tracker with SUMIFS totals, color coding, and charts, so you see monthly savings and trends without manual work.

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Suzanne is a content marketer, writer, and ...

Excel, VBA, basic math skills and background finance knowledge provide a good foundation for using financial models. Suitable for financial projections of all types, models identify and display ...

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” ...

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 ...

The EOMONTH function in Microsoft Excel returns the last day of a month in the past, the current month, or a month in the future. Whether you need to calculate end-of-month due dates, deadlines, ...