Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

If there's one thing almost every household has felt over the last few years, it's financial whiplash. Inflation may have eased from its recent peaks, but it's still not under control, and prices for ...

Microsoft Copilot for Excel creates a separate check tab that checks row counts per source, helping you spot missing or extra ...

Quicken's LifeHub aims to simplify life and money management in one place — but how well does it actually deliver?

Budgeting can be a stressful, challenging and uncomfortable experience. While it's completely possible to do it on your own, we've become fans of a few great budgeting apps. Take our favorite ...

As a staff writer for Forbes Advisor, SMB, Kristy helps small business owners find the tools they need to keep their businesses running. She uses the experience of managing her own writing and editing ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...

David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of financial accounting, corporate and individual tax planning and preparation, and investing and retirement planning.

This profile has not been claimed by the company. See reviews below to learn more or submit your own review. Quicken develops personal finance software and management tools, including budget tracking, ...