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Excel for Accountants: Formulas, Functions & Formatting to Build Account Templates (37 Examples)

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This is the first video in a series of two videos.
This video will teach you everything you need to know about Excel for your Accounting Job : )

Topics in Video:
(00:08) Introduction to video topics and Excel files and how to navigate large workbook and video
1. (02:13) Keyboards Rule Because They Are Fast
2. (04:33) Number Formatting is a Façade
3. (07:01) How to Add Quickly
4. (10:15) Date Calculation Templates
5. (10:50) TODAY and (19:50) EDATE functions
6. (12:24) Angry Rabbit Mouse Copy Trick
7. (14:46) Date Number Formatting
8. (17:05) Formulas for Date Calculations
9. (20:21) Absolute & Relative Cell References
10. (22:15) Excel’s Golden Rule
11. (24:46) Payroll Quickly
12. (24:46) ROUND Function Importance
13. (24:46) Formulas Can NOT See Number Formatting
14. (31:40) Create Cosumer Loan Amortization Table
15. (33:13) PMT Function to calculate PMT on Annuity with Regular PMT and Constant Rate
16. (36:44) Fill Series to generate list of numbners from 0 to 360
17. (38:51) Smart Tags to Fill End of Month Only (And it knows Leap Year!!!)
18. (40:01) Borders to enhance Report
19. (42:48) Calculations for Amortization Table with Relative and Absolute Cell References
20. (47:10) Invoice Template
21. (47:24) VLOOKUP Function
22. (52:40) Data Validation, List to add Drop-Down List to Cell
23. (54:32) IF Function
24. (54:32) ISBLANK Function
25. (24:46) ROUND Function (link back to earlier part of video)
26. (01:02:35) FV of Investment Template
27. (01:02:35) Mixed Cell References
28. (01:05:50) F4 Key to cycle through 4 different types of Cell References (Merry Go Round)
29. (01:08:05) FV Function
30. (01:11:00) SUMIFS and COUNTIFS to create Summary Reports. Also: Advantage of Formulas Over PivotTable.
31. (01:18:38) Check Book Register Example
32. (01:19:02) Border Formatting
33. (01:20) Formula with Relative Cell References to calculate Balance
34. (01:21:29) IF Function
35. (01:21:29) ISNUMBER Function
36. (01:23:44) 1) Data Validation For Reconciling Column. 2) Conditional Formatting for whole row using Mixed Cell References
37. (01:29:50) Flash Fill to extract and clean Data Quickly

Learn Excel Basics, Learn how to build Accounting Templates, Learn Excel Tricks for your Accounting Job.

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Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.