Building Effective Budget Spreadsheets in Excel

Duration: 120 Minutes
In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.
Budget Spreadsheets in Excel
Instructor: David H. Ringstrom
Product ID: 508086
Objectives of the Presentation
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function
  • Learning a simple design technique that greatly improves the integrity of Excel's SUM function
  • Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
  • Learning how the Table feature allows you to transform filtering tasks
  • Preserving key formulas using the Hide and Protect features
  • Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
  • Avoiding the complexity of nested IF statements with Excel's CHOOSE function
  • Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions
  • Using the SUMIF function to summarize data based on a single criterion
Why Should you Attend
To learn how to build budget spreadsheets that can be updated easily, that contain easy-to-follow supporting calculations, and that are future-proofed to ensure their integrity.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Who will Benefit
  • Accountants and CPAs
  • CFOs
  • Financial consultants
  • Controllers
  • Accounting Personnel
  • Human Resources Personnel
Topic Background
Excel spreadsheets are invaluable for preparing budgets. They allow information to be inserted, laid out, formatted, and arranged quickly and easily. Using Excel spreadsheets makes it easy to compute budgetary estimates, such as calculating income and expenditures. They also enable future users to follow how budgets were initially calculated.
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Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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