Quick Start Excel: Creating An Accountancy Spreadsheet

Take Excel Further - Create a fully functioning Accountancy Spreadsheet and Improve Your Excel Skills
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  • Lectures 29
  • Length 2 hours
  • Skill Level Intermediate Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course Description

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.

What are the requirements?

  • Microsoft Excel (2010 or newer)

What am I going to get from this course?

  • 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

Who is the target audience?

  • Beginner
  • Intermediate

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction To The Course
Navigating The Udemy Dashboard and Viewing Settings
Introduce Yourself
Overview of the Spreadsheet
Naming and Saving an Excel Workbook
Section 2: Creating The Business Setup Worksheet
Creating Business Yearly Set Up Worksheet
Business Yearly Set Up Worksheet (Image)
Section 3: Creating The First Calendar Month Worksheet

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) 

Creating and Formatting an Excel Table With Monthly Accountancy Headings
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
Section 4: Creating Months 2-12
How To Duplicate a Worksheet
Amending Formula - Month-Year and Running Balances (Months 2)
Creating The Other Months and Tweaking Formula
Section 5: Setting Up The Mileage Worksheet
Setting up the Mileage Worksheet
Section 6: Setting Up The End Of Year Worksheet
Setting Up the 'End of Year' Worksheet
Inserting Formula - Income Table (SUMIF)
Inserting Formula - Outgoings Table (SUMIF)
Inserting Formula - Totals Table

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Instructor Biography

Jennifer Bailey, 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

1. Select video

2. Hit play button

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

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