Budget Bundle

Budget Bundle - over 9 hours of video

This bundle includes all six of my budget sessions plus a bonus 30 minute video about handling and reporting on scenarios. You can see all sessions listed below.

New in 2023
I have updated the Payroll, the Three Statement Budget with dynamic arrays. I added a custom function to the Advanced Techniques session too. These require the subscription version of Excel. All the 2023 courses have 2023 in the titles.

Added - February 2021 - two more webinar recordings. These showcase the use of new functions and features in the subscription version of Excel. I updated the Budget Challenge and the Budget Template files to use these new features.

Added - February 2022 - new Payroll Budget. A new session taking you through an existing Payroll budget structure.

Session Overviews

Budget Challenge (free) - has a solution to a challenge from late 2018. It includes some advanced concepts. Not a beginners session.
Advanced Budget - looks at allocations, inflation, range names and the INDIRECT function.
Budget Template - session includes a flexible structure that I have used successfully in a number of budgets.
Three Statement Budget - shows how to integrate the P&L, Balance Sheet and Cash Flow.
Budgets and Power Query - demonstrates how to solve two common budgeting issues with Power Query - centralised linking and budget consolidation.

New in 2021
Budget Challenge - Subscription version (free) - see how to use the new functions LET, SEQUENCE and XLOOKUP.
Budget Template - Subscription version - session includes a flexible structure that I have used successfully in a number of budgets. Added the LET, SEQUENCE and XLOOKUP functions.

New In 2022
Budget Payroll - see how to handle overtime, annual leave, oncosts and may other payroll related issues.

Buy the Budget Bundle AU$120

$120

Budget Bundle - 2023

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Learn advanced techniques and see a how to build a Budget Template. See how to use Power Query to simplify and automate compile a budget from multiple files. Includes a payroll budget course plus a three statement budget built with dynamic arrays. Bundle includes bonus content not seen in the live webinars. Updated content added in February 2023! Level: Advanced Duration: 9 hours Price: AU$120

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Advanced Budgeting Techniques 2023

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Discover how to build in row level selections into your budget. Incorporate Excel's new dynamic arrays in your budget. Techniques covered include - range names - logic calculations involving TRUE & FALSE - check boxes & how to turn off features - the INDIRECT function - dynamic arrays Version: Microsoft 365 Recorded: Feb 2023 Level: Advanced Duration 1 hour + 15 minutes Price: AU$25

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Advanced Excel Budgeting Techniques

Discover how to build in row level selections to your budget. Version: All versions Recorded: Feb 2020 Level: Advanced Duration 1 hour Price: AU$25

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Bonus Budget Video - Handling Scenarios

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Free

Budget Challenge Solution

This course is based on a budgeting challenge set by an academic. People from around the world entered. In this session I take you through my solution which matched his results. Version: All versions Recorded: Feb 2020 Level: Intermediate to Advanced Duration: 1 hour Price: Free

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Free

Budget Challenge Solution Subscription 2023

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This course is based on a budgeting challenge set by an academic. People from around the world entered. In this session I take you through a revision to my original solution which matched his results. This revised solution uses the subscription version of Excel and dynamic arrays - a new way to calculate in Excel. Version: Microsoft 365 Recorded: Feb 2023 Level: Intermediate to Advanced Duration: 1 hour Price: Free

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Free

Budget Challenge Solution - Subscription Version

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This course is based on a budgeting challenge set by an academic. People from around the world entered. In this session I take you through a revision to my original solution which matched his results. This revised solution uses the subscription version of Excel and dynamic arrays - a new way to calculate in Excel. Level: Intermediate to Advanced Duration: 1 hour Price: Free

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Budget Template (1.5 hrs)

See how you can use a Budget Template to speed up the budget creation process. The techniques in this sessions work in all versions. Versions: All versions Recorded: Feb 2020 Level: Advanced Duration: 1.5 hours Price: AU$25

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Excel Budget and Power Query

See how to solve two budget issues with Power Query. Power Query can ensure all files have the same inputs and it can automate the budget consolidation process. Version: Old Version (pre-subscription) Level: Advanced Recorded; Feb 2020 Duration: 1 hour Price: AU$25

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Excel Budget Payroll

This session examines an existing payroll budget structure. Payroll is one of largest expenses in many organisations. Getting it right is an important step in the budget process. Often the payroll budget is separate to the main budget due to confidentiality issues. This payroll model handles up 250 staff & could be scaled further. Version: All Versions Recorded: Feb 2022 Level: Advanced Duration: 1 hour Price: AU$25

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Excel Budget Payroll - 2023

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This session examines an existing payroll budget structure. Payroll is one of largest expenses in many organisations. Getting it right is an important step in the budget process. Often the payroll budget is separate to the main budget due to confidentiality issues. This payroll model handles up 250 staff & can be scaled. Version: Microsoft 365 Recorded: Feb 2023 Level: Advanced Duration: 1 hour 15 min Price: AU$25

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Excel Budget Template 2023 (1.5 hrs)

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See how you can use a Budget Template to speed up the budget creation process. This course uses new features and functions in the subscription version of Excel. Version: Microsoft 365 Recorded: Feb 2024 Level: Advanced Duration: 1.5 hours Price: AU$25

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Excel Budget Template - Subscription Version (1.5 hrs)

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See how you can use a Budget Template to speed up budget creation. This uses new features and functions in the subscription version of Excel. Level: Advanced Duration: 1.5 hours Price: AU$25

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Three Statement Excel Budget

A three statement Budget. See how to integrate the Profit & Loss, Balance Sheet and Cash Flow. This session uses traditional Excel formulas and functions and works in all versions. Versions: All versions Recorded: Feb 2020 Level: Advanced Duration: 1 hour Price: AU$25

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Three Statement Excel Budget - 2023

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A three statement Budget built using dynamic arrays, Excel's new formula and function calculation engine. You need the subscription version of Excel for this session. See how to integrate the Profit & Loss, Balance Sheet and Cash Flow. Version: Microsoft 365 Recorded: Feb 2023 Level: Advanced Duration: 1 hr 15 min Price: AU$25

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