If we could impart one reality to our small business clients, it’s this: if you’re not intimately in touch with your business’s financial health, you’re leaving money on the table. Period. It’s ...

SUMIF, SUMIFS, AVERAGEIFS, and COUNTIFS are commonly used accounting functions in Microsoft Excel. These formulas are used to calculate cell values based on the criteria you have described or ...

Both the Currency and Accounting number formats in Excel are used to display monetary values, including the symbol for the chosen currency. However, in this article, I'll explain their subtle ...

Although Excel, the Microsoft Office spreadsheet program, has a few specialized financial formulas built in to the software program, the accounting format for spreadsheet cells has the most general ...

Q. You explained Excel’s Scenario Manager in your November 2024 Tech Q&A article and Goal Seek in your December 2024 Tech Q&A article. Can you please explain the final What-If Analysis tool: Data ...

For many businesses, tracking financial performance is essential, but not every company opts for expensive accounting software to do so. Instead, a significant number rely on Microsoft Excel to ...

Ever feel like you’re spending more time wrestling with Excel than actually analyzing your data? For accounting and finance professionals, the pressure to deliver accurate, insightful reports—often ...

When you’re running a business, you have to pay close attention to the numbers. Customer traffic, orders, profits and losses — all of these numbers are crucial to your business. That’s why it’s ...

Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee ...

Q. I have used the filter feature in Excel, but what does the Advanced Filter feature do? A. There is a simple filter feature available in Excel, which is very useful. However, sometimes you may need ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax ...

Using AI charts of accounts in Excel, then import to QuickBooks or Xero with fewer errors using clear prompts, human review, ...