Budget Spreadsheets

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

In this comprehensive presentation, Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Topics/Areas Typically Covered:

  • Preserving key formulas using hide and protect features.
  • Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
  • Streamlining formula writing by implementing the Use in Formula command.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
  • Learning how the Table feature allows you to transform filtering tasks.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions.
  • Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions.

Learning Objectives/Why You Should Attend:

  • Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
  • Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • Identify how to calculate borrowings from, and repayments toward, a working capital line of credit.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Pricing and Format Options:

Click here to learn about the presentation format and view pricing information.

Click here to view other topics.