Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

Q. In your November Tech Q&A article on Excel’s Scenario Manager, you mentioned two other “what-if” tools: Goal Seek and Data Table. Can you show how those work like you did with Scenario Manager?

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...

Setting goals is an important part of any financial plan. Without goals, it's impossible to know if you're on the right track. Choosing a good financial goal starts with understanding your current ...

I used to be very lazy with my finances. Before I joined MoneySmart, I had no investments, no real savings strategy, and only a vague sense that I should probably be doing something better with my ...

Forbes contributors publish independent expert analyses and insights. Melissa Houston covers financial issues that affect women in business. Financial goals are the cornerstone of any effective ...