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
- 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.