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Money In Excel For Income Tax Schedule C And Personal Financials
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2h 50m

This course is designed for those interested to learn the basics of Money In Excel, how to download its templates, connect it to financial institutions, and download financial data.

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Course Skill Level
Time Estimate
2h 50m


Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

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: 

  • How to access the Money in Excel templates 
  • Connect Money in Excel to financial institutions
  • Download financial data


  • 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
Finance & Accounting
Finance & Accounting

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