This article is part of our “Get It Done” week on Morningstar.com: All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do ...

Financial forecasting gives you critical insights into your business and helps you project future sales and expenses. Let’s look at how you can create your financial projections in Microsoft Excel and ...

You would be surprised how many entrepreneurs don't truly understand the financials of their business. Yes they are creating them out of Fresh Books or Xero, and they most likely focus on high level ...

Building a financial plan is an essential step toward achieving financial stability and reaching your long-term goals. Whether you’re looking to save for retirement, buy a home or simply manage your ...

When starting a new business, a financial forecast is an important tool for recruiting investors as well as for budgeting for your first months of operating. A financial forecast is used to predict ...

An income statement is your business’s bottom line: your total revenue from sales minus all of your costs. Financial data is always at the back of the business plan, but that doesn’t mean it’s any ...

Creating a financial plan is essential for achieving your long-term goals. This guide will walk you through the steps to ...

The financial landscape is rarely smooth sailing. From economic downturns to unexpected job losses, life throws financial curveballs our way regularly. Being prepared for these uncertainties is key to ...

In the past year, the share of Americans facing financial challenges grew to 55%, a nearly 20-point increase from the year prior, according to the KeyBank 2023 Financial Mobility Survey. In addition, ...