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

From the most thorough travel plans to your fitness journey, if you have a goal, that goal needs a spreadsheet tab. It’s a ...

Managing the day-to-day cash flow and planning for the long term are two of the most powerful levers a household has for building financial stability. Yet in many relationships, it’s common to default ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

What if we told you that the secret to making your data unforgettable lies not in the numbers themselves, but in how you present them? Imagine transforming a dull spreadsheet into a vibrant, engaging ...

A recent survey found many Gen Z members lack basic financial literacy, with some unsure about inflation or even how many cents are in a dollar. In response to this knowledge gap, 30 states now ...

In a market where API offerings have become a prerequisite, Bank of America distinguishes itself not just by the breadth of its technology, but by the ease with which clients can use it. Throughout ...

Learn what it means to work with a CFP, the standards they’re held to and whether it’s worth hiring a financial advisor with this certification Written By Written by Staff Money Writer, WSJ | Buy Side ...

It's time to stop chasing net worth and start chasing real worth. The question to ask yourself is: Does my financial plan support the life I want to live? Here's how to craft a plan that supports your ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

An Albany High School takes notes as business teacher Christopher Austen goes through different investment strategies for students who received a fictional $2,000 graduation present during a class on ...