Money Tracker This is a template specifically designed for use on the Excel mobile app. Columns are narrower and less cluttered, so it's much easier to update on a small screen while you're on the go.

But there’s a case to be made for more robust personal finance spreadsheets. That’s what we are discussing today: Two helpful Excel formulas that are often overlooked outside the office.

The Value of Budgeting Templates Budgeting can often feel intimidating, so Bobbi Rebell, certified financial planner and founder and CEO of Financial Wellness Strategies, suggests starting simple.

Microsoft 365 Personal and Family subscribers in the U.S. now can get the 'Money in Excel' add-in, which enables spending-tracking and management.