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Personal Budget Spreadsheet by Vertex42

Hi Everyone! I am very excited to introduce you all to Vertex42 who, in my opinion, are second to none when it comes to building financial tools in Excel. If you can think of it, they have a spreadsheet template for it. The usability of each spreadsheet is perfect for …

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(FREE!) Fund Fee Analyzer

For those of you looking for a quick tool to assess how fees and expenses affect your investments’ performance, check out the Fund Analyzer app by the Financial Industry Regulatory Authority (FINRA).  This tool enables you to look up over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded …

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