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Accounting using Excel

Many businesses have a need for a simple accounting system which does not require a specific installation of a piece of software which can be both complicated and over-kill for their requirements. To this end CBH Training have developed a simple accounts system using Excel which can be tailored to most simple businesses. It includes Budget forecast, Sales and Purchases (including Capital Equipment) and interlinks the detail to produce a Cash Flow and a Profit & Loss account.

The course covers the necessary basics of Excel to use the accounting spreadsheets and delegates will leave with a copy of the Excel file allowing them to create their own accounts for their business.

Accounting using Excel


This one-day instructor led course will provide you with the necessary knowledge to use Microsoft Excel to set up and run Financial Accounts. It will consist of an overview of Excel and training in the understanding and use of spreadsheets for Income and Expenditure, Budgets, Cash Flow, Profit & Loss and Variance.

Each section of the course will provide an opportunity to explore the new subject area, followed by an exercise to reinforce learning.

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