The Top 15 Excel Hacks for Finance Professionals
Excel
Excel is a powerful tool for saving, presenting, and manipulating data, but not all finance professionals are using it as well as they could. Putting to use some basic techniques, Excel can help significantly increase your productivity. Did you know you can embed Word files in Excel workbooks? Have you tried using Conditional Formatting to help users navigate through your …
13 of the Latest Tips for Accounting with Excel in 2021
Excel
If you’re like many accounting managers, you’re open to any Microsoft Excel tips and tricks that come your way, especially with the release of Microsoft Office 2019 and continual updates to Office 365 in the cloud. Our Benchmarking the Accounting & Finance Function report shows that 63 percent of U.S. companies rely on Excel, down slightly from a year ago. While …
5 Excel Tips for Better Budgeting and Forecasting
Excel
Excel has such a long history in business accounting and corporate finance that it has inevitably become the butt of some easy jokes. Despite the complexity of the program and its decades-long contributions to the world of finance, there’s no question that many professionals have their own personal frustrations with Microsoft’s iconic spreadsheet solution. As finance technology and financial management …
How to Track Your Savings Goals With A Savings Tracker in Excel {Tutorial}
Excel
Working towards multiple savings goals? Want to keep track of how much you’ve saved towards your upcoming bills? Even though we stopped keeping a traditional budget and moved onto a more effective budgeting system, I still like to track our individual savings goals. It’s not essential, but it’s motivating keeping track of your goals. These days you can have multiple …
14+ Personal Finance Excel Spreadsheet Templates for Managing Money
Excel
Always keep track of your financial health. These free Excel spreadsheet templates are the tools you need to manage your money. What if you could easily and accurately visualize your financial profile? Wouldn’t it be great to understand your financial standing at any moment? Thankfully, Vertex42 offers a range of spreadsheets that make this possible. Here are 15 of their …
Excel Personal Finance: How to Create Budget in Excel Template
Excel
“Money is a tool. Used properly it makes something beautiful- used wrong, it makes a mess!” – Bradley Vinson It takes discipline to use money properly. In this tutorial, we are going to look at how to use Excel for personal finance to properly manage our budget and finances. We will cover the following topics. Why manage Budget? Let’s face …
5 Time-Saving Tips You Didn’t Know About Excel
Excel
I sat down with Stephanie Chastain, CPE’s Excel Trainer, to learn more about Excel and its functionality. Stephanie brings a wealth of knowledge and expertise to CPE, having been an IT trainer for 25 years. Check out five helpful, time-saving Excel tips that Stephanie has found most students don’t know before starting Excel training. TIP #1: USE THE AUTOFILL HANDLE …
14 Tips to Save Time in Microsoft Excel
Excel
Microsoft Excel is a robust, full-featured tool for workbooks and spreadsheets. Whether you use it at work or at home, using features that save you time means that you can move onto your next chore faster. Here are several convenient ways to fly through your workbooks, spreadsheets, and related tasks quickly. 1. Time-Saving Templates One of the best time-savers for …
19+ Excel Tips and Tricks to Save Time
Excel
Microsoft Excel is the most widely used spreadsheet application. We can use it in many ways to achieve the same result. However, there are lots of Excel tips and tricks that can save time and improve productivity. Using Excel functions is fun, and it improves productivity by reducing the number of steps in your calculations. In this post, I will …
7+ Easy Time-Saving Tips for Excel
Excel
Microsoft Excel is perhaps one of the most used software programs in companies worldwide. In spite of the popularity of the program, most people tend not to know the shortcuts and features of Excel that can increase their work efficiency almost instantaneously. That’s why we’ve collected 8 simple tips that will increase your work efficiency in Excel the moment you …