One type of expense and income spreadsheet, the income statement, enables you to easily calculate the sales figures needed to reach a profit objective. Consider a scenario where you want to net $5,000 ...

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 ...

This financial spreadsheet makes it easier to monitor your finances, assess where you are financially right now and determine how much money you have or need for your future.

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

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. David Kindness is a Certified Public ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

It’s my annual "Taxes from A to Z" series! If you’re wondering whether you can claim wardrobe expenses or whether to deduct a capital loss, you won’t want to miss it. I is for Investment Interest ...