Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee ...

You can create your own investment statements with a template from the Microsoft Office website. These free templates include a "Statements" category with predesigned forms for the Excel program. A ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

An income statement tracks income and expenses for a small business. Most small businesses use cash accounting systems, so Excel is a great program to track your income and expenses. The cash basis ...

We are a team of writers, experimenters and researchers providing you with the best advice with zero bias or partiality. A cash flow forecast is your business’s financial crystal ball, a smart ...

A version of this article originally published in June 2019. Think budgets are only for people just starting out? If so, you're probably not familiar with what financial planning guru Michael Kitces ...