I love productivity systems and apps and lately I’ve developed my own, which requires only a regular spreadsheet–Excel or Google docs will do–and it’s easier and more effective than any I’ve tried. It ...

It’s a simple way to track your income and expenses.

It’s January and you’ve gone and done it: You’ve resolved to keep better track of your personal finances. But deep down, you’re not sure where to start. Sure, you can buy accounting software, sign up ...

You don't need to be an Excel whiz to leverage very simple spreadsheets that will make you much more efficient at your job. Here I share three of my very own spreadsheets and explain how I use them. I ...

Today’s topic may seem like an unnecessarily basic one, but I can tell you that nine out 10 shared spreadsheets I receive from team members are unusable for analysis because they can’t be sorted. I’m ...

Open a blank spreadsheet in Excel. Label cell A1 "Daily Sales." Label cell B1 "Last 2 Days." Label cell C1 "Running Total," and then set column width to 15 for these three columns. Change the color of ...

Annual goals lose focus by March. Weekly goals lack strategic weight. Quarterly goals sit in the middle: long enough to accomplish something real, short enough to maintain urgency.

Free spreadsheet apps are a cool idea, as long as you’re comfortable with their limitations. Many are ad-supported, for instance, so expect part of your screen to be trying to sell you something.

If you resolved on Jan. 1 to keep better track of your personal finances, are you sure where to start? Sure, you can buy accounting software, sign up for a service or poke around your bank’s online ...