A repeatable Excel macro workflow can import a bank CSV, clean dates and amounts, normalize merchant names, apply categories, and output a transaction table.

Build a fast Excel money tracker with SUMIFS totals, color coding, and charts, so you see monthly savings and trends without manual work.

I'm working on a Excel sheet full of financial transactions. It would be helpful if there were some way to illustrate graphically that a financial transaction in, say, row 10, was reversed in row 11.

How to calculate conditional running totals in an Excel revenue sheet Your email has been sent Adding a running total to a simple Microsoft Excel revenue sheet isn't difficult, but adding a ...

How to subtotal transactions by conditional date components in Excel Your email has been sent Image: utah778, Getty Images/iStockphoto Must-read Windows coverage CrowdStrike Outage Disrupts Microsoft ...

Microsoft has begun rolling out “Money in Excel,” a one-stop dashboard within Microsoft Excel for viewing your day-to-day finances, including bank and credit card transactions. Microsoft recommends ...

There are lots of ways to budget, but if you pick a spreadsheet, where do you even start? Staring at a blank budget spreadsheet can be daunting. You don’t have to go it alone though. A spreadsheet ...