Using Excel to Prepare Financial Statements

Course Content

Design the Financial Statements
This section is divided into three lessons - what are key structure of the financial statements, how to map ledgers and chart of account and finally learn to prepare notes to the financial statements

Financial Statements Structure
07:07
Mapping Chart of Account and Ledgers
12:01
Preparing and link Notes – Part 1
12:24
Preparing and link Notes – Part 2
09:32
Part part quiz

Prepare the Financial Statements
The section takes you through the preparation of the 3 financial statements including how to add adjustment column.

Format and Control Checks
You learn how to create professionally formatted financial report and export them to PDF. We also discuss key control checks to minimise error in your report.

Closing remarks

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Student Ratings & Reviews

4.0

Total 2 Ratings

0 Rating

2 Ratings

0 Rating

6 years ago

Great course. Well structured, paced and I feel far more confident using this software now then I did back in school when I was learning. And the guy doing the voice over really is great at what he does. I will probably do the course again and look at what other courses this instructor provides. Great quality and well worth the cost.

6 years ago

Every section has been well discussed in the course. It's definitely easy to understand. But I hope all activities sent was reviewed because, for some, it's still a basis for improvement.
Overall, it's a course worth to recommend!!!

What Will You Learn?

Course Content

Design the Financial Statements
This section is divided into three lessons - what are key structure of the financial statements, how to map ledgers and chart of account and finally learn to prepare notes to the financial statements

Financial Statements Structure

Mapping Chart of Account and Ledgers

Preparing and link Notes – Part 1

Preparing and link Notes – Part 2

Part part quiz

Prepare the Financial Statements
The section takes you through the preparation of the 3 financial statements including how to add adjustment column.

Preparing Income Statement

Preparing Balance Sheet

Make post TB adjustment

Preparing Cash flow statement

Format and Control Checks
You learn how to create professionally formatted financial report and export them to PDF. We also discuss key control checks to minimise error in your report.

Format the report & FS

Export report to PDF

Control and error checks

Closing remarks

Your Work Starts Now

Earn a certificate

Career Management for Finance Professionals

Data Analysis in Finance – Beginners

Using Excel to Prepare Financial Statements

What Will You Learn?

Course Content

Design the Financial Statements This section is divided into three lessons - what are key structure of the financial statements, how to map ledgers and chart of account and finally learn to prepare notes to the financial statements

Financial Statements Structure

Mapping Chart of Account and Ledgers

Preparing and link Notes – Part 1

Preparing and link Notes – Part 2

Part part quiz

Prepare the Financial Statements The section takes you through the preparation of the 3 financial statements including how to add adjustment column.

Preparing Income Statement

Preparing Balance Sheet

Make post TB adjustment

Preparing Cash flow statement

Format and Control Checks You learn how to create professionally formatted financial report and export them to PDF. We also discuss key control checks to minimise error in your report.

Format the report & FS

Export report to PDF

Control and error checks

Closing remarks

Your Work Starts Now

Earn a certificate

Student Ratings & Reviews

Related Courses

Career Management for Finance Professionals

Data Analysis in Finance – Beginners

Design the Financial Statements
This section is divided into three lessons - what are key structure of the financial statements, how to map ledgers and chart of account and finally learn to prepare notes to the financial statements

Prepare the Financial Statements
The section takes you through the preparation of the 3 financial statements including how to add adjustment column.

Format and Control Checks
You learn how to create professionally formatted financial report and export them to PDF. We also discuss key control checks to minimise error in your report.