Excel Yourself/Budget Template 2024 (1hr 45min)

Excel Budget Template

In this webinar recording I will share a budget structure I have used successfully to create a budget that allows a couple of levels. This structure has some flexibility and incorporates a number of advanced Excel features that work well together. The budget template is scalable and can be applied to numerous scenarios.

This course version incorporates dynamic arrays and new functions that are currently only in the subscription version of Excel. 


The Budget Template session outcomes will include

  • discover a scalable, flexible Excel budget structure

  • learn formulas that can easily consolidate budgets from multiple sheets, making uploads into accounting systems easier

  • how to use dynamic arrays to automatically populate ranges

  • how to use the new XLOOKUP function 

  • find out about a little-used function that can make allocations easier to create

  • see how to use tables to add structure and flexibility to your Excel files

  • a range name trick that involves formatted tables

  • adding validations to your budgets

  • learn about new functions that make compiling the budget so much easier.


As always, you will also pick up a few other tips and tricks along the way.

  • $25

Budget Template 2024 (1hr 45min)

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. Includes an extras video to cover the new functions in more depth. Version: Microsoft 365 Recorded: Feb 2024 Level: Advanced Duration: 1 hr 45 min Price: AU$25

Contents

Course materials

The pdf manual plus the blank Excel file and the completed Excel file.
Excel Budget Template 2024.pdf
  • 1.69 MB
Budget_Template_2024.xlsx
  • 182 KB
Budget_Template_2024_completed2.xlsx
  • 444 KB

Webinar Recording

Budget_Template_2024_recording
  • (1h 37m 33s)
  • 417 MB

Extras video - New Functions

I explain some of the new functions separately to show how they work by themselves.

Extras_Budget_Template_2024.xlsx
  • 21.4 KB
Extras_Budget_Template_2024 recording - New functions
  • 9 mins
  • 26.7 MB
Extras_Budget_Template_2024_Completed.xlsx
  • 22.6 KB

Quizzes

Budget Template Quiz