Budgeting with Microsoft Excel
for Tribal Organizations

You asked, we listened! By popular request, we’ve created an in-depth class on how to use Microsoft Excel's features to format and maintain your budget. Learn formulas and formatting tools that will help make developing, managing and presenting your budget a breeze. We’ll show you how to use formulas to account for budget variance, create handy charts and graphs to include in your budget reports, and easily track expenses and compare them to your budget.

You’ll discover tools to help you accurately review and analyze financial data, helping you to avoid audit findings and comply with OMB guidelines and funders’ requirements. Plus, we’ll review best practices for password protecting, exporting, saving, printing and sharing your budget worksheets, including the latest options for sharing your budget in the cloud.

Managing budgets doesn’t have to be a pain. Give yourself the tools to become a budgeting master – register for this exciting class today!

Perfect for office managers, department or program heads, administrative professionals, and anyone tasked with creating or monitoring budgets.

T O P I C S   I N C L U D E
Basics of Accounting
  • Essential terms and concepts
  • Understanding credits and debits
  • Tracking expenses
Why use Excel?
  • Advantages and limitations
  • Excel vs. 10 key/paper
  • Excel vs. accounting software
Using Templates
  • Finding existing budgeting templates
  • Creating your own templates
  • How to import data
  • Time saving tips and tricks
Adding Formulas
  • Sum
  • Average
  • Max
  • Min
  • Absolute vs relative
  • Fixing and verifying formulas
The Watch Window Function
  • Inspecting, auditing or confirming formula calculations and results
  • Moving or docking the toolbar
  • Adding cells to the Watch Window
  • Removing cells from the Watch Window
Income and Expense Tracking
  • Designing an expense-tracking worksheet
  • Entering expenses
  • Creating a balance formula
  • Copying the balance formula
  • Conditionally formatting overages and carryforward funds
Financial Review and Preventing Audit Findings
  • Sampling data
  • Comparing actual expenditures to funding
  • Examining debits and credits
Designing Compelling Charts and Graphs
  • Illustrating projected budget vs. actual
  • Comparison to previous year
  • Forecast or outlook
  • Expense trends
  • Showing data trends with Sparklines
Pivot Tables and Formatting Data
  • Creating the budget database
  • Generating the pivot table
  • Drilling down on a balance
  • Breaking down by departments
  • Hiding and showing data
  • Hiding a column
  • Printing the department budgets you created
Finishing Touches
  • Exporting
  • Printing
  • Password protection
  • Saving options
Cloud and Data Sharing Options
  • Sharing a workbook with multiple users
  • Sharing across devices
  • Setting sharing options
  • Tracking changes
  • Turning off sharing

Topics subject to change.

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