
Master essential Excel functions and shortcuts for finance and accounting, with practical projects that show how to analyze figures and speed up workflows.
Explore essential Excel functions for finance, including sum, sumifs, and lookup. Learn to use average, pivot tables, if, and rounding functions for accurate reporting, including commissions and currency lookups.
Master essential Excel shortcuts for finance and accounting, including go to special, select constants and numbers, copy down or across, and insert or delete rows and columns.
install the magnimetrics add-in by enabling the developer tab or customizing the ribbon, then browse to locate and install the plug-in, a collection of helpers to standardize sheets.
Prepare a bank reconciliation by comparing the year-end closing balance with the bank statement, highlight differences, and attach supporting bank statements for audits.
Reconcile the fixed assets register with the trial balance in Excel, aligning cost, depreciation charge, accumulated depreciation, and net book value for accurate financial statements.
Link the fixed assets register to the trial balance using vlookup, calculate depreciation and accumulated depreciation, and determine net book value, highlighting differences for reconciliation.
Explore using Excel look-up functions to categorize data within a table for trade receivables aging. Calculate maturity and days overdue, setting a year-end cutoff to prep for later categorization.
Learn to categorize trade receivables into aging groups using a lookup formula with a lookup vector and results vector, creating five day-based categories and preparing for a pivot table.
Build and customize a pivot table to analyze trade receivables by company name and aging group. Use slicers and a tabular layout for clear insights into outstanding amounts.
Document and present a trade receivables aging analysis in Excel by renaming the sheet to private table, applying a macro formatting, freezing top rows, and highlighting unpaid amounts for follow-up.
Learn to map sales by country using a lookup, extract month and year from dates, and build pivot tables to analyze monthly and company-level sales across regions for actionable insights.
Learn how to build and format pivot tables to analyze monthly euro sales by region and country, create related charts, and identify regional patterns and dips for actionable insights.
Explore how Excel is applied in finance and accounting through hands-on projects and a bonus lecture, and discover more advanced topics in related courses.
Map the trial balance to income statement and balance sheet in Excel using type and class, compute net turnover and net closing balance, and link with formulas.
If you are about to enter a role anywhere between accounting and finance, there’s a high chance you’ll probably face the challenge of preparing various Excel files. It would be great if you have an idea of how we use Excel in the fields of finance and accounting.
And this is the course to introduce to the main concepts of Excel that are applicable to these fields!
You will start with the main Excel functions, go over the most important shortcuts, and build four mini-projects that accountants and financial analysts prepare in their daily job!
What you’ll get out of this course?
Introduction to Excel for Finance and Accounting course will guide you through the most common functions and shortcuts used by people in the fields of accounting and finance and show you the practical process of creating working files in Excel, step by step. We will define a clear structure and build four mini-projects, which you can reuse over and over again. I will help you understand the main principles that finance and accounting professionals use in their daily work.
I will show you some ways to tremendously improve your productivity by employing shortcuts and standardizing your workflow.
After you take the Introduction to Excel for Finance and Accounting course, you will have a solid understanding of how Excel formulas and principles are applied within the fields of Finance and Accounting.
What should you know to take the course?
It is possible to follow along and learn a lot from the course, even without basic accounting and Excel knowledge, as I will go over the concepts and provide thorough explanations.
Who is this course for?
I made the Introduction to Excel for Finance and Accounting course to serve as a practical guide on how the concepts are applied in the field. The course is most suitable for:
· Junior finance and accounting professionals;
· Business owners and entrepreneurs who want to know more about their figures;
· Students in Finance and Accounting majors who wish to get a head start.
I hope you are ready to upgrade yourself, learn how Excel formulas and principles are used in Finance and Accounting and propel in your career!
Are you excited to start?
Then enroll in the course, and I’ll see you in class!