Using Excel to manage finances

Excel can help you take control of your finances, making it easy to prepare simple budgets, record income & expenditure and keep on top of cashflow. Learn how to set up project and core budgets, compare budget figures with actuals, and reconcile bank and petty cash accounts.

We also look at ways of protecting data and some of the other most useful functions that Excel offers.

This course is offered at Beginner and Intermediate level.

• The Beginners course covers basic functions of Excel and how it can be used for budgeting and managing finances.
• The Intermediate course goes further into the use of Excel to manage budget, exploring best practise about project budgets and how to adapt the templates provided.
• Beginner and intermediate courses include a free CD of templates which can be modified to match your organisations’ budget headings.

Learner skills pre-requisites:

• Beginner courses – general use of a computer
• Intermediate courses – some experience of using Excel