We show you how to create a budget or personal finance dashboard in Excel to keep your expenses in sync with reality. Useful ...

If you're tired of repeated calculations, hard-to-read formulas, and sluggish Excel worksheets, the LET function is your solution. It assigns simple names to complex calculations, making formulas ...

Discover the essentials of XIRR, a powerful tool for accurately measuring investment returns adjusted for time value.

Imagine investing in a promising project, only to realize years later that it’s taking far longer than expected to recoup your initial outlay. Wouldn’t it have been invaluable to know upfront how long ...

Learn how Excel functions can act as data using LAMBDA, LET, and BYROW, so you reuse logic and cut formula edits.

CAGR is a measure that shows how much an investment would have grown each year if it had increased at a steady rate. Markets are not steady, but CAGR helps you see the overall pace of growth over time ...

Which Excel formula should you pick? This video provides a framework for selecting the right function, clarifying the differences between VLOOKUP, XLOOKUP, INDEX MATCH, FILTER, and SUMIFS. Chapters: 0 ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

If boosting your wealth in 2026 is one of your New Year’s resolutions, this formula could be a great way to get started.

Use a ULIP calculator to estimate maturity value, compare premiums, tenure and returns, and plan long-term goals with clearer ...

NPV calculates profitability using all projected cash inflows and outflows, considering time value of money. A positive NPV suggests a profitable project; a negative NPV suggests a loss. NPV's ...

NAV is the definitive metric for evaluating public companies with significant bitcoin reserves. Unlike traditional book value ...