Creating Effective and Easy-to-Maintain Budget Spreadsheets

Topic : Creating Effective and Easy-to-Maintain Budget Spreadsheets

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Overview

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.

Areas Covered in the Session:

• Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
• Saving time writing formulas by choosing named ranges with the Use In Formula command.
• Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
• Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
• Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.

Speaker Profile :

David H. Ringstrom, CPA Keynote Spea ker at Ijona Skills. He 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.

Contact Info :

Ijona Skills

https://www.ijonaskills.us/

Email : [email protected]

Phone : +1 302-830-3132