Running a successful business requires a lot more than showing up at the office and promoting your products or services. Successful small business owners understand that always knowing where their ...

A running balance updates as new debits or credits are made, so you always see the most updated balance. Although a running balance is commonly maintained on the same Excel worksheet as the debits or ...

Many financial systems do a fine job of generating standard reports, but accountants often need more. In those cases, accountants can create custom solutions in Excel, but that approach has drawbacks.

Julia is a writer in New York and started covering tech and business during the pandemic. She also covers books and the publishing industry. With over a decade of editorial experience, Rob Watts ...

While Microsoft Excel is one of the most powerful spreadsheet applications, it’s also the most intimidating tool in the Microsoft Office suite. If you’ve never used Excel before or are just a bit ...

A balance sheet is a versatile document that offers a snapshot of a company's or individual's finances at a given point in time. Businesses can use balance sheets to develop plans for the future and ...

Learn how to calculate operating cash flow in Excel with our simple guide. It's ideal for investors and lenders to assess a company's financial success accurately.

Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...