Creating a monthly budgeting and forecasting model in Excel is a crucial skill for effective financial planning and management. This step-by-step guide by Kenji will walk you through the process of ...

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

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 ...

Microsoft Excel is a full-featured spreadsheet application with plenty of features for managing data. With its robust functions and commonly used calculations, it’s also a solid money-management tool.

Andrew Ngai is a 37-year-old Australian actuary with an unexpected side gig: Microsoft Excel world champion. Ngai has competed against fellow Excel enthusiasts since 2018, and won his third straight ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, ...

Reviews and recommendations are unbiased and products are independently selected. Postmedia may earn an affiliate commission from purchases made through links on this page. Maintaining a budget isn’t ...

Users will appreciate a chart that updates right before their eyes. In Microsoft Excel 2007 and Excel 2010, it's as easy as creating a table. In earlier versions, you'll need the formula method.