This session examines how you can create a combined Profit & Loss, Balance Sheet and a Cash Flow budget.

We will focus on reviewing existing formulas and structures.

The techniques covered include

• display and format techniques for budgets

• new dynamic array functions

• functions used EDATE, IF, SUMIFS, INDEX, MATCH

• using centralised logic calculations

• different budget assumption calculations

• handling single or monthly assumptions

• getting a flexible starting position for the balance sheet

• using a workings sheet

• loan schedule

• handling GST

• validations that handle error cells

Plus I will share extra tips along the way.