You can create your own investment statements with a template from the Microsoft Office website. These free templates include a "Statements" category with predesigned forms for the Excel program. A ...

Daniel Jassy, CFA, is an Investopedia Academy instructor and the founder of SPYderCRusher Research. He contributes to Excel and Algorithmic Trading. Yarilet Perez is an experienced multimedia ...

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 ...

Microsoft Excel is a full-featured spreadsheet application with plenty of features for managing data. With its robust functions and commonly used calculations, it’s also a solid money-management tool.

What is a Custom Template? When you work with Excel, you often find yourself performing the same tasks repeatedly. This is where creating custom templates can be a catalyst. By learning how to create ...