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.

Five hidden Excel rules show helper columns, LET, and LAMBDA in action, cutting errors and making updates quick for any ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

=LET (Spend,SUMIF (T_Budget [Category],E2,T_Budget [Cost]),IFS (Spend>F2,"Over budget",Spend=F2,"Budget hit",Spend> (F2*0.9), ...

Before it took over her life, Leila Gharani mostly took Microsoft Excel for granted. She was working on a process optimization project for a large paper-products manufacturer—a job that, to hear her ...

The core of the problem in Excel isn't that it lacks regex functionality. Indeed, in 2024, Microsoft introduced REGEXEXTRACT, ...

Learn how to calculate payback and discounted payback in Excel with formulas, SCAN, XMATCH, LET, and SWITCH, plus partial-year and error handling ...

The simple interest formula is Interest = P * R * T. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Disclaimer: Calculator results and default inputs are ...

Social Security uses your top 35 income years, adjusted for inflation, to calculate benefits. Claiming benefits before full retirement age leads to permanently reduced monthly payments. Delaying ...

Cost basis is the original purchase price of an asset. Tracking cost basis is key to tax-efficient investing. Many, or all, of the products featured on this page are from our advertising partners who ...