Excel templates and automation
How to get bank statements into Excel for a bankruptcy attorney or a bookkeeping catch-up: which months you need, three ways to convert, a layout and balance checks.
What banks and SBA lenders want in financial projections in 2026: statements and periods, the DSCR test, assumptions, red flags and an Excel layout.
Why Excel macros suddenly stop working and how to fix each cause: internet-blocked files, .xlsx saves, Trust Center, 64-bit Declare, missing references, events and more.
Copy-paste Google Apps Script that emails invoices marked Ready, logs the send date, chases overdue invoices and runs daily, plus Gmail and Workspace sending limits.