Quick Start Excel: Creating An Accountancy Spreadsheet
4.7 (6 ratings)
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Quick Start Excel: Creating An Accountancy Spreadsheet

Take Excel Further - Create a fully functioning Accountancy Spreadsheet and Improve Your Excel Skills
4.7 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
56 students enrolled
Created by Jennifer Bailey
Last updated 3/2016
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  • 2 hours on-demand video
  • 3 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Creating and Re-naming Worksheets
  • Grouping Worksheets (Copying Formula Across)
  • Inserting Tables
  • Creating Drop-down Lists Populated With Data
  • Creating 'If Statements' (Formula)
  • Creating 'SumIf Statements' (Formula)
  • Using AutoSum
  • Using Absolute Referencing
  • Formatting a Worksheets Using Colours/ Borders/ Fonts
  • Assigning Cell Formats
  • Using Conditional Formatting
  • Filtering and Sorting Information
  • Using Shortcut Keys
View Curriculum
  • Microsoft Excel (2010 or newer)

Microsoft's Excel 2016 for Windows is a very useful and powerful piece of software - but it can appear daunting if you have never used it before. Jennifer will teach you step-by-step how to create a detailed Accountancy spreadsheet which is suitable for anyone who wants to take control of their finances. She covers how to create and format Excel tables, enter data, create drop-down lists, formulas (such as IF and SUMIF Statements), use data from different tables and worksheets, absolute referencing and conditional formatting - which will get you started quickly.

By the end of this intermediate course, Jennifer gets you feeling confident about creating your a detailed Excel spreadsheet.

Who is the target audience?
  • Beginner
  • Intermediate
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Curriculum For This Course
Expand All 29 Lectures Collapse All 29 Lectures 02:13:20
Creating The Business Setup Worksheet
2 Lectures 07:28

Business Yearly Set Up Worksheet (Image)
Creating The First Calendar Month Worksheet
15 Lectures 01:05:01

Lecture Objective: To set up the first month of your spreadsheet

I will show you how to: Creating a new worksheet (tab), rename the tab, create a title for the worksheet using a formula (referencing information from another worksheet) 

Preview 04:25

Creating the 'Totals' and 'Balances' Section

Creating a Reference Sheet for Drop-down Lists

Reference Sheet (Image)

Data Validation - Populating Cells To Create Drop-down Lists

Inserting Formula - Bank Account Transactions (Nested If Statements)

Inserting Formula - Setting Up The Other Transactions'

Transaction Formula - For your reference

Naming a Excel Table

Inserting Formula - Monthly Balances (Totals)

Inserting Formula - Running Balances (Using Data From Another Worksheet)

Inserting Formula - Total Monthly Incoming and Outgoing (SUMIF)

Tidying Up The Worksheet Before Duplication

Conditional Formatting - Changing Colour For Negative Numbers
Creating Months 2-12
3 Lectures 16:53
How To Duplicate a Worksheet

Amending Formula - Month-Year and Running Balances (Months 2)

Creating The Other Months and Tweaking Formula
Setting Up The Mileage Worksheet
1 Lecture 08:01
Setting up the Mileage Worksheet
Setting Up The End Of Year Worksheet
4 Lectures 26:54
Setting Up the 'End of Year' Worksheet

Inserting Formula - Income Table (SUMIF)

Inserting Formula - Outgoings Table (SUMIF)

Inserting Formula - Totals Table
About the Instructor
Jennifer Bailey
4.1 Average rating
718 Reviews
29,028 Students
6 Courses
Experienced off-line and on-line tutor

I have been creating websites for several years now and have been using WordPress as well as Serif software. I enjoy building websites for other people as well as myself.

I achieved my BSc(Hons) in 1996, and then my Post Graduate Certificate In Education in 2001. I am also a member of the Institute for Learning.

Since qualifying I have worked in education with a spectrum of ages and abilities in colleges, the workplace and though private work.

I am a specialist in teaching English, Maths, ICT and Food Studies, both off and on-line. I also have experience in curriculum design, e-Learning and assessing.

I use technology wherever possible in my courses and I try and cater for all learning styles.I have tailored my on-line courses to promote learning using small bite-sized steps so that the learner can work at their own pace and not to be baffled by terminology, nor bored by waffle!

When selecting FREE video tutorials within each course

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3. Go to bottom right corner of each video player and change resolution from 320 to 720HD for best viewing.