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 ...

Update once, see everything. Excel dashboard, paste new transactions into tables, refresh pivots & optional Power Query ...

While retail therapy and ordering takeout every time you don't feel like cooking is among life's many joys, there's also no equivalent to the misery that hits you when you check your bank balance at ...

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 ...

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 ...

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 ...