Unlock financial insights with Money in Excel! Connect to banks, download data, and create income statements seamlessly in Microsoft 365.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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About This Course
Who this course is for:
- Accountants
- Excel users
- Those who want to learn more about Money In Excel
What you’ll learn:Â
- How to access the Money in Excel templatesÂ
- Connect Money in Excel to financial institutions
- Download financial data
Requirements:Â
- No prior knowledge is required to take this course
- Microsoft 365 subscription
Software version used in the course:
- Microsoft 365
Money in Excel is an Excel template provided by Microsoft that has bank connectivity similar to many accounting software applications such as QuickBooks, bank connectivity allowing for the download of financial data directly from the financial institutions.
Money in Excel can be used to construct a small business income statement which could be useful when preparing an income tax return Schedule C Profit or Loss From Business.
Our Promise to You
By the end of this course, you will have learned to use Money In Excel.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about Money In Excel.
Course Curriculum
| Section 1 - Introduction | |||
| What It Can Do For Us | 00:00:00 | ||
| Section 2 - Create Excel Worksheet And Link to Financial Institution | |||
| Money In Excel Create Worksheet | 00:00:00 | ||
| Money In Excel Connect Financial Institution | 00:00:00 | ||
| Section 3 - Sort Transactions Data And Add Categories | |||
| Categories And Subcategories Income Items | 00:00:00 | ||
| Categories And Subcategories Expense Items | 00:00:00 | ||
| Accounts Numbers To Sort Data | 00:00:00 | ||
| Section 4 - Income Statement Creation | |||
| Create Income Statement Options | 00:00:00 | ||
| Create Income Statement Using Tables | 00:00:00 | ||
| Create Income Statement Using Pivot Tables | 00:00:00 | ||
| Section 5 - Balance Sheet Or Net Worth, Budget, And Recurring Transactions | |||
| Net Work Template | 00:00:00 | ||
| Budget Template | 00:00:00 | ||
| Recurring Expenses Template | 00:00:00 | ||
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