QuickStart! - Managing Financial Data in Excel Training
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Microsoft Excel provides an excellent means to track personal and business expenses that will later be recorded on tax forms or reimbursement reports. This practical VTC QuickStart! course, led by long-time budget and organizational tutor Robert Ekblaw, contains step-by-step instructional videos to help anyone create Excel spreadsheets to make tracking their financial expenses quick and easy. Sample files are also included to help get you started.
* VTC QuickStart! and MasterClass! courses are available only to registered VTC Online University members.
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Introduction
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Why Use Microsoft Excel to Manage Finances | (04:32) | |
Tax and Personal Finances
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Choosing Expense Categories - Schedule A | (05:52) | |
Choosing Expense Categories - Schedule C | (05:42) | |
Creating Excel Model - Schedule A | (07:14) | |
Creating Excel Model - Schedule C | (06:43) | |
Row and Column Notation | (04:44) | |
Excel Functions | (04:51) | |
Excel Formulas | (05:25) | |
Entering Expenses | (05:36) | |
Using Links | (05:32) | |
Annual Reporting for Tax Documents | (05:24) | |
Business Travel Expenses
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Using Excel to Track Business Expenses | (04:15) | |
Creating Worksheets for Expense Reports | (06:19) | |
Tracking Days of a Trip | (06:11) | |
Entering Expenses | (07:17) | |
Setting Daily Reimbursement Limits | (04:58) | |
Using Links to Record Unreimbursed Items | (04:18) | |
Printing Expense Reports | (05:01) | |
Conclusion
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Putting It All Together | (02:31) | |
Wrap Up and Review | (03:03) | |
Credits
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About the Author | (05:18) |
Title Information / Pricing
Title: | QuickStart! - Managing Financial Data in Excel |
Author: | Robert Ekblaw |
SKU: | 34302 |
ISBN: | |
Release Date: | 2012-02-17 |
Price: | |
Duration: | 2 hrs / 21 lessons |
Work Files: |
Yes |
Captions: | No |
Compatibility: |
Vista/XP/2000, OS X, Linux QuickTime 7 |
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