Oct 14, 2016

Excel Searchable Drop-Down Menus and More Drop-Down Fun

One of the most used, but most under-utilized tools in excel would be data validation lists. G sheets has solved one of the issues I am going over by automatically allowing users to search a drop-down list by simply starting to type in a given word, however if you wanted to do this in excel, it is not as easy as checking a box.

Oct 7, 2016

Position Tracker for Traders: Excel Template

One of the most desired excel templates that any trader or institution can make use of is a way to track positions over time as well as have some kind of universal analysis on these positions. What I have done in this template is given a universally useful way for any kind of trader to track their performance and perform standard deviation analysis on their activity.

Oct 2, 2016

Using Pivot Tables and Summaries with Quickbooks Export

Many people use Quickbooks as a way to track their business activity. This becomes a valuable way to analyze business health and key metrics because of the granularity this Accounting software has. As such, I have put together a template/rough guide as to one way you may want to use it in order to track your sales rep performance.

Oct 1, 2016

September 2016 Monthly Review: On Freelancing and Passive Income

Welcome to another monthly review. So as you may know or not know, one of the things that helps me track where I am and help others see what kinds of things are available out there, is a review of all the things that have gone on to effect my earnings for the past month.

Sep 24, 2016

Excel Inventory Management Template/Tracking Tool

Businesses, and small businesses especially, often have a messy inventory tracking system or none at all. Sometimes estimations are used that may or may not be accurate. This is an important asset that should be kept track of for a multitude of reasons. As such, the following excel template has been built for your convenience.

Sep 13, 2016

Budget Vs. Actual Excel Template (monthly)

I have seen a lot of messy budget vs. actual excel sheets. So, I decided to build a nice model that does this kind of comparison tracking over time in the cleanest way possible. You will be able to compare all/any business lines that you wish no matter if it is revenue/expenses/what have you.

Sep 11, 2016

Excel Template for EBITDA Multiple Valuation Method

I tried to take the most important aspects of a valuation that uses EBITDA multiple as its method to reach a given enterprise value. In doing so, the result has been this excel template. The idea here was to make something that the user could easily use as a plug in play once they have their own financial statements.

Sep 3, 2016

Excel Template for Vacation Budgeting (Budget Buster)

I decided to give this excel model a fun name. It is the budget buster and the main use of this is to make vacation budgeting simple and visual. You can see where all your expenses sit as well as plan based on assigning %'s to each expense category.

Excel Automatic Database Creation with Input Card (Includes Conditional Drop-down Menu)

This is a fun tool that can be applied to all kinds of business situations. The basic premise is that you can use data from an input card and automatically pull specific fields from that data over to a clean database. Then, from the database it can be analyzed in many ways.

Sep 1, 2016

Monthly Income Report: August 2016: New Highs

Well I am really not in the mood to write right now, but will try to provide some value to you and insight on what my month was like. The reason why I should my online earnings each month is to motivate myself as well as give others some ideas on what is possible to do out there if you are working by yourself and have little or no starting budget for anything.