We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...

=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 ...

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 ...

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 ...

If you struggle with money — or you have a specific goal to save money going into the new year — following a budget can help you stay on track. Budget worksheets provide a basic layout for tracking ...

A well planned marketing budget helps you ensure costs align with planned expenditures throughout the year. As a side effect, they can also help measure campaign ROI. The best way to stay on top of ...