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Learn QuickStart! - Managing Financial Data in Excel (in only 2 hours)

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Course Description: Microsoft Excel provides an excellent way to track personal and business expenses that can later be recorded on tax forms or reimbursement reports. This practical Virtual Training Company QuickStart! course, led by long-time budget and organizational tutor Mr. 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.

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Video Tutorials Included: 18 Free Video Video Time

Tax and Personal Finances

  • Choosing Expense Categories - Schedule C 5.7
  • Creating Excel Model - Schedule A 7.23
  • Creating Excel Model - Schedule C 6.72
  • Row and Column Notation 4.73
  • Excel Functions 4.85
  • Excel Formulas 5.42
  • Entering Expenses 5.6
  • Using Links 5.53
  • Annual Reporting for Tax Documents 5.4

Business Travel Expenses



Managing financial data is a commonly used function of Excel. Individuals, businesses, and other organizations use Excel to analyze, track, and monitor their financials. There are many templates that Microsoft offers to help users quickly and efficiently create budgets and monitor spending. Several excel functions can also be useful in adding, subtracting, multiplying, and dividing cells throughout the spreadsheet. Annual reporting and tax documentation can also be done in Excel and easily put together in a spreadsheet with your other financial information. Whether you need to do very basic tasks such as making an expense list, or something more complex such as modeling out annual business expense estimates, Excel is the Microsoft program you need to get the job done. This program will help you more accurately and effectively accomplish the financial documentation that needs to be done. This course will help you better understand how to use excel to track financial information and use the resources available to better accomplish the task at hand.