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Learn Excel (for students, bookkeepers, and accountants)

This page offers several free courses on learning Microsoft Excel.

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No fee or registration is required.​​​

 

To start the free courses and tutorials, please use the links below.

Jump to:

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Excel Basics Course

Create a Bookkeeping Spreadsheet using Excel

Create a Business Plan using Excel

Create a Cashflow Forecast using Excel

Create Management Accounts using Excel

Create a Personal Budget using Excel

Create a Petty Cash Spreadsheet using Excel

Advanced Excel Tips and Tricks

FREE Excel Basics Course

Excel Basics Course

Part 1: An Introduction to Excel

Module overview:

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  • An introduction to Excel

  • Course Content

  • Why use Excel

  • Excel essentials

1.1 What is Excel?

Microsoft Excel is a software package. It is a powerful grid-based spreadsheet that has a variety of uses. 

1.2 What can Excel do?

In a general sense, Excel is used to store, organise, calculate, and analyse data. 

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In a day-to-day, more specific sense, Excel is used to create tables, charts, dashboards, task tracking, budgets, loan calculators, to-do lists, vacation and trip planners, lists, questionnaires, stock portfolio trackers, and much more. 

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As an accountant, I use Excel for bookkeeping, management accounting, final accounts compiling, cash flow forecasts, business planning, client management, credit control and more. 

1.3 Why use Excel?

Excel is cost effective, user-friendly, and widely recognised. 

1.4 Course Content

In this course I will teach all the basics of Excel. This will include:

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  • The Essentials. Opening and closing Excel. Saving and loading files. 

  • Spreadsheet Basics. Cells. Columns. Rows. Widths and heights. Entering text. 

  • Cell Formatting. Text. Borders. Colouring. Auto data. 

  • Formulas. Basic formulas for totalling and averaging. 

  • Creating tables and charts. 

1.5 Excel Essentials

Part 1 will teach:

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  • How to open Excel

  • How to save Excel 

  • Spreadsheet basics

  • Rows explained

  • Columns explained

  • Cells explained

Part 2: Editing and Formatting Cells

Module overview:

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  • Adding and editing text

  • Editing cells

  • Widths and heights

  • Borders

  • And more

Excel Basics Part 2
Excel Basics Part 3

Part 4: Formulas

Module overview:

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  • Excel formula essentials

  • Totalling

  • Averaging

  • And more

Excel Basics Course Part 5

Part 3: Creating Tables

Module overview:

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  • Table basics

  • Filtering and sorting

  • And more

Exel Basics Part 4

Part 5: Other Essentials

Module overview:

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  • Merge and Centre

  • Charts

  • Tabs

  • And more

How to Create a Bookkeeping Spreadsheet

How to Create a Business Plan

How to Create a Cashflow Forecast

How to Create Management Accounts

How to Create a Personal Budget

How to Create a Petty Cash Spreadsheet

Advanced Excel Tips and Tricks

Ready to take accounting more seriously?

Take bookkeeping and accounting to the next level by enrolling in the Bookkeeping Master's Ultimate Bookkeeping Course

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Gain a certificate of completion 

Learn bookkeeping and accounting for limited companies

Learn how to create year-end accounts

Learn advanced accounting principles

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