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Categories Corporate
Professional eBook

Start to End: Use Excel to Track your Finances

by Anne Walsh
75
Language:  English
If you want to use Excel to track and summarize your finances – particularly if you work with a non-profit where you need to track by projects – this book is for you.
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Description
Content
book.tabs.learning objectives

If you want to use Excel to track and summarize your finances – particularly if you work with a non-profit where you need to track by projects – this book is for you. It helps ensure that your data is accurate and easy to analyze from the beginning. You will learn how to use a number of methods to analyze your data to make it easy for you to track budgets and performance to date. These techniques will also help you answer ad-hoc questions about your data. Click here to download the additional exercise files.

About the Author

The author is Anne Walsh, a freelance trainer based in Ireland, who has been working with Excel since it was Excel 5.0. She is a MOS Master Instructor and a former MCT (Microsoft Certified Trainer). She is the author of “Your Excel Survival Kit: Your guide to surviving and thriving in an Excel world” (2nd edition).

  • Author Biography
  • Some notes
  1. Introduction
  2. Preparation is key
    1. Introduction
    2. Proper data setup
    3. What are YOUR first steps?
    4. Create and use tables
    5. Creating dropdown lists
    6. Setting up your payments with dropdown entries and formulas
    7. Checks and balances
    8. Checking your calculations – let’s try this
    9. Some other useful stuff
    10. Conclusion
  3. What will I do with this data?
    1. Using pivot tables to summarise your data
    2. Conclusion
  4. Another way to summarise your data – Use Sumifs() – a valued member of the IFS family…
    1. Introduction
    2. Explain the function (and its siblings)
    3. Some (maybe delightful?) quirks you should be aware of
    4. Example of how to use it
    5. Example two: Combine project category and expense category
    6. Example Three – use it with dates
    7. Conclusion
  5. Tracking Receipts and invoicing
    1. Introduction to Mail Merge
    2. Conclusion
  6. Putting it all together with budgets
    1. Setting up your project budget
    2. Combining Actual and Budget
    3. Doing the Year to Date (YTD) Shuffle
    4. Conclusion
  7. Conclusion

Apply techniques covered to manage and track personal or business finances. Utilize Excel features for financial budgeting and expense analysis. Adapt provided methods for year-to-date financial summaries and variance reporting.

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About the Author
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Anne Walsh

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