An operating budget is a necessity for any business, both for-profit and nonprofit. Owners and managers use it to help track progress, plan for growth and adjust processes and procedures when things ...

=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 ...

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 ...

Have you ever found yourself staring at rows and rows of budget and actual data, wondering how to make sense of it all? You’re not alone. Budget versus actual analysis is one of those tasks that feels ...

Making a household budget is one of the most important steps toward getting your spending under control and building a strong financial foundation for you and your family. It helps you prioritize ...

Did you know that one-third of American households are living paycheck to paycheck? It's a sobering statistic, especially when you consider most of these families are considered middle class. For ...

If you want to create a dashboard in Microsoft Excel, this post will help you. A dashboard is a type of graphical representation that depicts the key performance indicators for a particular topic or ...