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SUM

Woman looking through several credit cards while learning how to create an average daily balance calculator in Excel

Create an Average Daily Balance Calculator in Excel

By Excel University | January 31, 2023 |

Whether you’re tracking your personal or business finances, an average daily balance calculator in Excel can help you get a better understanding of your loan payments, and it can also be useful for creating payment projections. The average daily balance method is commonly used to calculate finance charges for credit card balances, as well as…

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Person using a calculator while learning how to use Excel for finance

How to Use Excel for Finance: Balancing Your Personal Budget

By Excel University | June 7, 2022 |

Want to know how to use Excel for finance & budgeting? Here’s how to create a customizable budget that accurately tracks income and expenses.

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Aggregate with OR Logic

By Jeff Lenning | December 14, 2020 |

The family of IFS functions, such as SUMIFS and COUNTIFS, use AND logic when evaluating multiple conditions. In other words, all conditions must be true to be included. And generally, this logic works well. However, there are situations when we’d like to use OR logic instead. That is, any of the conditions can be true…

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Quickly Insert the SUM Function

By Jeff Lenning | October 31, 2013 |

Let’s face it, Excel users probably insert the SUM function more often than any other function. As you know, we can improve our productivity by keeping our hands on our keyboards. This post discusses my favorite keyboard shortcut for inserting the SUM function. Keyboard Shortcut The SUM function is easily inserted into a workbook with…

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