If you’re tired of using third-party services to track your spending—either because they aren’t as useful as you thought they would be or you’re concerned about giving third-party services access to ...

Many small businesses need a system for tracking money owed on contracts or projects. Clients may pay over time or at different milestones; thus businesses must have a reliable system for tracking ...

Microsoft Excel lets you swiftly create a variety of useful records to log sales calls, service calls and other kinds of call information you need to run your business. In just a few minutes, you can ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Suzanne is a content marketer, writer, and ...

There are many complicated ins and outs of running a business and keeping track of your sales, customers, projects and deadlines are just some of them. But what if there was an easy way to manage all ...

Most of us use Microsoft Excel or Excel Online to track our To-Do lists or monthly budgets. What we generally do is start tracking by starting from scratch. But how many of you know we have templates ...