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Audio & Reference Manual

Creating and Managing a Budget in Excel®

Learn how to use Excel® tools to help you get your budget done efficiently and more quickly than you are doing it now.As a project manager, business owner, department head, accountant, etc., budgets are part of our lives. It can be a very stressful task to make a budget. There's many things you have to think about. You have to make sure everything is accounted for, you have to make sure you don't go over budget. You want to ask for a reasonable amount of money for your project, but you don't want to appear like you are asking for too much. There are many other things that go into making a budget. After this material, you will be able to use Excel® tools like Autosum, Subtotals, Goal Seek, Solver, Scenarios, formulas, charts, grouping and others to help you get your budget done efficiently and more quickly than you are doing it now.
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Creating Budgets in Excel®
  • Simple Budget
  • Grouping Categories Together to Get Subtotals
  • Linking to Other Sheets
  • SUMIF to Help With Subtotals
  • Using Previous Data as a Baseline for a Budget
Showing Budget vs. Actual
  • Conditional Formatting
  • Charting
  • Difference and % of Difference
Bottom up Budgeting
  • Goal Seek
  • Solver
  • Using Scenarios to Go Back and Forth Between Different Sets of Numbers
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tom Fragale

Tom Fragale

DBA The PC Guy Consulting, INC

  • Microsoft® certified trainer, Microsoft® certified office expert
  • Computer professional with more than 30 years of professional experience
  • Has trained more than 30,000 business people in online webinars, public seminars, and onsite training
  • Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc
  • Started career as a database application programmer and has served as a consultant and project manager on many successful projects
  • Areas of expertise include: Access®, Excel®, Word™, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®
  • Passionate about training people and helping people get the most out of their computers, and is a published author having written a book on Microsoft® Access®
  • B.A. degree in computer science, LaSalle University
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404769
Published 2019
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