Tag Archives: Finance

White Paper Template for Financial Services (MS Word)

Download this template if you plan to write a white paper about the financial services industry (fintech). Explore credit risk modeling, deposit risk monitoring, risk assessment, and technical solutions for the banking and financial industries. This template includes sample text to get you started, instructions on how author the white paper, and royalty-free images for […]

4 Social Media Policies For Small Business

Now that business and Social Media are getting closer, we need to find ways to introduce Social Media policies so that employees understand what is expected of them when working on sites like Facebook and Twitter. 4 Social Media Policy guidelines To get your Social Media guidelines in place, follow these steps: Define your company philosophy – you […]

Annual Expense Report with conditional text settings on Excel spreadsheet

Combination of different conditional text settings Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

3 Social Media Policy Mistakes to Avoid

If you’re writing Social Media Policy Documents for LinkedIn, then you need to include guidelines that show staff how to interact with others so that they do not, by accident, cause any damage to the company. Social Media and LinkedIn LinkedIn is different than Facebook. It’s a professional network. People come here to do business […]

Annual Expense Report with Traffic Lights on Excel spreadsheet

Traffic lights on excel spreadsheet Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Report spreadsheet with directional settings applied to data

Annual report spreadsheet with directional settings applied to data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]

Annual Expense Report with Data Bars – Excel

Annual report with data bars Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of the […]

Annual Expense Report – Blended gradients chart data – Excel

Blended gradients applied to the charts Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Gradients applied to chart data – Excel

Gradients applied to the chart data Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values in each of […]

Annual Expense Report – Conditional Text & Pie Chart – Excel

Annual expense report with conditional text and pie chart Download: Annual Expense Report File format: Excel How to change conditional formatting Select the cells you want to change. On the Home tab, click Conditional Formatting. (It’s in the Styles section) Click Manage Rule from the drop-down menu. How to use the Excel template Enter values […]

Excel Template – Cash Flow Forecast (With Conditional Formatting)

Use this Excel Cash Flow Forecast template to record how much money is going in and out of your business. What is a Cash Flow Forecast? A Cash Flow Forecast is a forecast of how much money you expect to bring in and pay out over a period time, typically 12 months. Sample data, instructions, […]

How to teach 7 year-olds good financial habits

“An investment in knowledge always pays the best interest.” Benjamin Franklin Money habits are formed by age seven I didn’t know how to write a check until I was nineteen. I didn’t get my first credit card until I was twenty-three. Some of my family never had had a credit card. We weren’t poor, it just wasn’t […]

How to Write a Business Plan for a ‘Work From Home’ Business

Summary: Developing a Business Plan for a Work From Home business requires a clear understanding of the investor’s requirements. Understand their Point of View before you start to write. This three-part formula unlocks the key to running a successful home-based business. Working from home isn’t quite as easy as the online ads make it out […]