Excel for Budgeting and Accounting

About the Course

This 3-hour course, “Excel for Budgeting and Accounting,” is designed to empower finance professionals, accountants, and business managers with practical Excel skills tailored to budgeting and financial management. The course focuses on using Excel’s powerful features—such as formulas, pivot tables, charts, and financial functions—to build accurate budgets, track performance, and generate essential financial reports. Whether you're managing a small business or overseeing a large department, this course will give you the hands-on experience to streamline your budgeting and accounting processes using Excel.

Course Objective

By the end of this course, participants will be able to:

Understand the essential Excel functions and features most relevant to budgeting and accounting.

Create dynamic and flexible budget templates in Excel.

Apply formulas and functions to automate financial calculations.

Use pivot tables and charts to analyze and visualize financial data.

Develop simple dashboards to monitor budget vs. actual performance.

Import, clean, and organize financial data for analysis and reporting.

Who is the Target Audience?

This course is ideal for:

Accountants and finance professionals looking to enhance their Excel skills for budgeting and reporting.

Small business owners who want to build or improve their financial management tools.

Department managers and team leaders are responsible for preparing budgets and monitoring financial performance.

Students and early-career professionals interested in practical Excel applications in accounting.

Basic Knowledge

There are no prerequisites for this course.