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OnDemand Course

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.

Runtime: 88 minutes
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Why Lorman?

Over 33 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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More Program Information

Why Lorman?

Over 33 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

OnDemand Course

This course was last revised on January 24, 2019.

Call 1-866-352-9540 for further credit information.

No Credit Available

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

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More Program Information

Why Lorman?

Over 33 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

The PC Guy, Inc.

  • Computer professional with over 30 years of professional experience
  • Microsoft® Certified Trainer, Microsoft® Certified Office Master, Microsoft® Certified Expert in Word® and Excel®, and a Microsoft® Certified Specialist in Access®, Outlook®, and PowerPoint®
  • Trained over 30,000 businesspeople in online webinars, public seminars, and on-site training
  • Clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, and retail
  • Topics of expertise include Access®, Excel®, Word®, PowerPoint®, Outlook®, Crystal Reports, SQL Server, Visio®, QuickBooks®, and SharePoint®, among others
  • Passion is training people and helping people get the most out of their computers, and he 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 33 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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404769
Published 2019
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