Managing personal finances effectively requires a combination of precision, foresight, and smart planning. Microsoft Excel offers a robust suite of tools, particularly under its “What-If Analysis” ...

What if you could build a fully functional financial model in minutes, without spending hours wrestling with formulas, cleaning messy data, or manually updating projections? With the introduction of ...

What-if analysis in Excel is a powerful tool that allows you to explore different scenarios and outcomes by changing input values in your formulas. This guide will walk you through the three primary ...

Anthropic has introduced a new feature named ‘Claude in Excel’ that integrates the AI model into the Excel workflow ...

What do you do when a client asks you to look beyond the standard financial statements and help develop financial goals, forecasts and what-if scenarios? If you’re like many accountants, you’d hunker ...

Q. You explained Excel’s Scenario Manager in your November 2024 Tech Q&A article and Goal Seek in your December 2024 Tech Q&A article. Can you please explain the final What-If Analysis tool: Data ...

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 ...