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691 Money Management Tools courses

Quickbooks Desktop Level 3

4.8(9)

By Skill Up

Build your expertise in QuickBooks and manage your business finances and customers like never before! This QuickBooks Desktop

Quickbooks Desktop Level 3
Delivered Online On Demand58 minutes
£25

Using Excel

5.0(50)

By Pochat Training

A series of hourly small group sessions where we look at different aspects of Excel Duration: 1 hr sessions Alternatively, we can do you one-to-one sessions, either via virtual classroom or in person at our training course. These are £30 per hour, or £125 for 5-hour blocks.

Using Excel
Delivered in Chesterfield or UK Wide or OnlineFlexible Dates
£12.50 to £125

QuickBooks for Self-Employed

By The Teachers Training

Overview QuickBooks for Self-Employed Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this QuickBooks for Self-Employed Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills. Consisting of several modules, the course teaches you everything you need to succeed in this profession. The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website. Why Choose Teachers Training Some of our website features are: This is a dedicated website for teaching 24/7 tutor support Interactive Content Affordable price Courses accredited by the UK's top awarding bodies 100% online Flexible deadline Entry Requirements No formal entry requirements. You need to have: Passion for learning A good understanding of the English language Be motivated and hard-working Over the age of 16. Certification CPD Certification from The Teachers Training Successfully completing the MCQ exam of this course qualifies you for a CPD-accredited certificate from The Teachers Training. You will be eligible for both PDF copy and hard copy of the certificate to showcase your achievement however you wish. You can get your digital certificate (PDF) for £4.99 only Hard copy certificates are also available, and you can get one for only £10.99 You can get both PDF and Hard copy certificates for just £12.99! The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs. Section 01: Introduction to QuickBooks Self-Employed Who Can Benefit From QuickBooks Self-Employed 00:04:00 What QuickBooks Self-Employed Can Do For You 00:02:00 Advantages of QuickBooks Self-Employed 00:04:00 Disadvantages of QuickBooks Self-Employed 00:03:00 Comparison between QuickBooks Self-Employed and QuickBooks Online Simple Start 00:04:00 Section 02: How to Set Up Your QuickBooks Self-Employed Account Tax Profile 00:03:00 Vehicle Info 00:02:00 Health Insurance Info 00:02:00 Section 03: Bank and Invoicing Bank Account 00:03:00 Create an Invoice 00:04:00 Manage an Invoice 00:02:00 Expense Receipts 00:04:00 Section 04: Transactions How to Add Transactions 00:02:00 How to Import Transaction Manually 00:02:00 How to Treat Duplicate Transactions 00:02:00 How to Export Transactions 00:01:00 Section 05: Categorization Categorization 00:02:00 Income and Expense Categories 00:02:00 Transfers 00:03:00 Rules 00:02:00 Split a Transaction 00:02:00 Miles Driven 00:02:00 Section 06: Basic Reports Profit And Loss Report 00:02:00 Tax Summary 00:03:00

QuickBooks for Self-Employed
Delivered Online On Demand1 hour 2 minutes
£27.99

Microsoft Excel Advanced Certificate

By OnlineCoursesLearning.com

Microsoft Excel Advanced Course Please Note: This course uses the Windows version of Microsoft Office 2016. Any other versions will have some differences in the functions. The Microsoft (MS) Excel Certification Level 3 Course is the most comprehensive of the three Excel courses presented here. If a team member has successfully completed the Level 1 and Level 2 courses, they will be fully prepared to start the Level 3 course. Formulae or functions are what advanced users of Excel want from this tool. When you use formulae, not only can you see the data that you require for your work, you can also analyse it and get answers to complex questions. Although anyone with some Excel knowledge can use formulae, such as SUM, a user who has the advanced Excel skills presented in this course will use other formulae, both alone and combined, such as MATCH, INDEX, DSUM and VLOOKUP. In addition to knowing and using these formulae, an advanced user of Excel knows how to debug these formulae, how to audit them and how to choose the perfect formula for the particular task to be carried out.   What's Covered in the Course? Any staff member choosing to study this course can expect to gain the following skills: How to set A Password to an Excel document; VLOOKUP Advanced formula options and manipulations; Other advanced functions: OR, AND, CHOOSE, INDIRECT, REPLACE, LEN, LEFT, FIND; Functions of CEILING, CORREL, DATEDIF, DATEVALUE, DAVERAGE and EDATE; Colouring a column and row with a formula; Highlighting a cell with a formula; Functions of ISODD, ISNUMBER, ISTEXT, ISLOGICAL, ISNONTEXT, ISERR and ISBLANK; Functions of DGET, DMAX, DPRODUCT, DCOUNTA, DCOUNT and DSUM; How to calculate depreciation in Excel, including SLN depreciation and SYD depreciation; Calculating loan IPMT and EMI; Functions of DATEDIF, DATEVALUE, EDATE, EOMONTH, MATCH and INDEX; Full explanation of the INDEX and MATCH functions; Looking up data; Selecting only cells containing comments; Hiding formulae; Automatically inserting serial numbers;   The employee will also learn about calculating depreciation, calculating interest and calculating IPMT and EMI for loans, all by using Excel functions. The course features information on INDEX and MATCH functions, which is important in certain industries and roles. It also shows learners how to use the CHOOSE formula and how to create special charts. What are the Benefits of the Course? Upon completion of the Level 3 course, the employee will have access to the full functionality of Excel and will know how to use all of its formulae, functions and capabilities; The Level 3 Excel course is designed for 'power' users, but not only for programmers and those interested in financial modelling; Competent Excel users add huge value to an organisation, through advanced data analysis.

Microsoft Excel Advanced Certificate
Delivered Online On Demand
£50

Microsoft Excel for Beginners Certificate

By OnlineCoursesLearning.com

Microsoft Excel for Beginners Course Are you seeking to boost your career potential by acquiring practical knowledge in one of the most indispensable tools in modern business - Microsoft Excel? Or perhaps you are a student aiming to supplement your educational endeavors with this ubiquitous software? Then you've landed on the right course. Our Microsoft Excel for Beginners Certificate Course is designed to introduce learners to the essential functions and features of Excel, starting from the basics. This comprehensive online course offers step-by-step instructions on how to create, navigate, and manage worksheets and workbooks effectively. You'll embark on a journey from understanding the Excel interface, all the way to manipulating datasets and performing complex calculations with ease. Whether it's data sorting, cell formatting, creating tables, or crafting detailed charts, you'll learn how to do it all. You'll also become adept at employing powerful Excel functions and formulas, opening doors to seamless data analysis and interpretation. Course Highlights: Foundational Excel Knowledge: Familiarize yourself with Excel's interface, and learn how to create and manipulate worksheets and workbooks. Formatting and Styles: Learn how to use Excel's rich formatting options to emphasize and clarify your data. Tables and Data Features: Master the art of sorting and filtering data, as well as creating and formatting tables. Charts and Graphics: Acquire the skills to create visually appealing charts and graphics that communicate your data effectively. Functions and Formulas: Delve into the core functions and formulas, including VLOOKUP, SUM, AVERAGE, and more. Data Analysis: Discover the power of Excel's data analysis tools, and learn how to use them to derive meaningful insights from your data. Real-world Application Scenarios: Engage with interactive exercises and projects that reinforce your learning and allow you to practice your skills in realistic settings. This course is designed for absolute beginners, so no previous experience with Excel is required. Upon completion of the course, you'll receive a certificate to showcase your newfound proficiency. Furthermore, the course is self-paced and accessible 24/7, so you can learn at a time and pace that suits you best. Unlock your potential today with our Microsoft Excel for Beginners Certificate Course. Empower yourself with valuable skills that will serve you in any professional setting.

Microsoft Excel for Beginners Certificate
Delivered Online On Demand
£50

Excel Macros Certificate

By OnlineCoursesLearning.com

Excel Macros Certificate Course Finding out about Excel macros is vital for any individual who uses Excel at home or work. Regardless of whether you're hoping to build your overall Excel information or improve your abilities in the work environment, this course covers all you require. This course gives a thorough manual for Excel macros, including the references to utilize, and how to record and save macros. From proficient tips and counsel to top to bottom full scale classes and genuine equations you can quickly apply, this course covers all you require to think about each component of Excel macros.   You Will Learn: A comprehensive definition of Excel macros and how they work How to reference and record macros How to run, name and save macros Professional tips and expert advice Macro categories and practical coding   Benefits of Taking This Course: You will save time and increase productivity You will be able to interpret data faster and more effectively You will learn basic VBA coding and how to make it work for you You will be able to automate and optimise essential data You will understand the security risks associated with macros

Excel Macros Certificate
Delivered Online On Demand
£50

Microsoft Excel Intermediate Certificate

By OnlineCoursesLearning.com

MS Excel Intermediate Course Please Note: This course uses the Windows version of Microsoft Office 2016. Any other versions will have some differences in the functions. The Microsoft (MS) Excel Certification Level 2 course will take what the team member learnt in the Level 1 course and expand on it, teaching them more advanced concepts than those that were presented in the earlier course.   What's Covered in the Course? The Level 2 Excel course is designed for individuals who use Excel in their workplace and want to enhance their skills. It is beneficial for those who work with a lot of data, such as in investments, banking or consulting. It is important for new employees to have at least intermediate (Level 2) Excel skills. Before starting the Level 2 course, it is recommended that individuals have a good understanding of the Level 1 Excel functions. Even if experienced with Excel, it is advisable to review the Level 1 material before beginning the Level 2 material. The course covers functions such as AVERAGEA, AVERAGEIF, AVERAGEIFS, and ABS. Team members will also learn data validation techniques, including date, list, and time validation, as well as specific functions like CHAR, CODE, MEDIAN, MODE, and ROUND, and how to use them to meet the organization's needs. Additionally, team members will learn how to modify text in Excel, such as converting text to uppercase or lowercase, and add background colors and custom images. The course also covers how to use AutoFill and insert special characters. By completing the Level 2 Excel course, employees will have knowledge of most Excel functions and be able to use the software at an intermediate level. This skill set is sufficient for using Excel in most business environments.   What are the Benefits of the Course? Excel data analysis tools have applications throughout the organisation; As with the Level 1 course, the Level 2 course comprises short modules, accessible on any device that can connect to the internet; Lifetime access to the course materials allows learners to revise any of the material at any time in the future; Online learning support is provided for your employees.

Microsoft Excel Intermediate Certificate
Delivered Online On Demand
£50

Quickbooks and Xero Accounting Course

By The Teachers Training

Overview Quickbooks and Xero Accounting Course Course is yet another 'Teacher's Choice' course from Teachers Training for a complete understanding of the fundamental topics. You are also entitled to exclusive tutor support and a professional CPD-accredited certificate in addition to the special discounted price for a limited time. Just like all our courses, this Quickbooks and Xero Accounting Course Course and its curriculum have also been designed by expert teachers so that teachers of tomorrow can learn from the best and equip themselves with all the necessary skills. Consisting of several modules, the course teaches you everything you need to succeed in this profession. The course can be studied part-time. You can become accredited within 05 Hours studying at your own pace. Your qualification will be recognised and can be checked for validity on our dedicated website. Why Choose Teachers Training Some of our website features are: This is a dedicated website for teaching 24/7 tutor support Interactive Content Affordable price Courses accredited by the UK's top awarding bodies 100% online Flexible deadline Entry Requirements No formal entry requirements. You need to have: Passion for learning A good understanding of the English language Be motivated and hard-working Over the age of 16. Certification CPD Certification from The Teachers Training After you have successfully completed your assignment, you will be qualified to apply for a CPD Certification from The Teachers Training. The PDF certificate can be downloaded after you have completed your course. You can get your digital certificate (PDF) for £4.99 only Hard copy certificates are also available, and you can get one for only £10.99 You can get both PDF and Hard copy certificates for just £12.99! The certificate will add significant weight to your CV and will give you a competitive advantage when applying for jobs. Quickbook Getting prepared - access the software and course materials The structure of the course - first things first! 00:00:00 Set up free trial 00:03:00 Getting started Starting A New Company File 00:11:00 Setting up the system Enter opening balances 00:02:00 Reverse opening balances - accruals and prepayments 00:06:00 Report Journal 00:05:00 Nominal ledger Amend The Nominal Ledger 00:07:00 Report listing the nominal ledgers 00:02:00 Customers Enter customers 00:09:00 Report on customer contact information 00:01:00 Suppliers Enter Suppliers 00:05:00 Supplier Contact List 00:02:00 Sales ledger Enter Invoices 00:09:00 Invoice Entering 00:03:00 Invoice batch 00:06:00 Post Sales Credit Notes 00:08:00 Report showing Customer Activity 00:03:00 Aged Debtors 00:02:00 Purchases ledger Post Supplier Invoices 00:03:00 Entering a Batch of Supplier Bills 00:09:00 Credit Notes Suppliers 00:05:00 Reclassify Supplier Bills - Flash Bulbs Purchased 00:04:00 Supplier Account Activity Report 00:04:00 Sundry payments Post Cheques 00:07:00 Report showing supplier payments 00:01:00 Sundry receipts Receipts from customers 00:07:00 Report showing customer receipts 00:02:00 Petty cash Post Petty Cash Transactions and Report 00:04:00 Post cash payments to ledgers 00:02:00 Enter petty cash items 00:14:00 Report on Petty Cash Payments Proper 00:05:00 Post Sundry Payments 00:05:00 Report Bank Payments 00:03:00 VAT - Value Added Tax VAT Return 00:03:00 Bank reconciliation Reconcile The Bank 00:10:00 Provide A Report Showing Any Unreconnciled Transaction 00:02:00 Payroll / Wages Post the Wages Journal 00:08:00 Posting Journal Adjustments 00:02:00 Reports Month end adjustments 00:03:00 Month end reports 00:06:00 Tasks Task- Crearing the accounts 00:06:00 Task - Customer report 00:01:00 Additional Resources Course Paper 00:00:00 Further Reading - QuickBooks Online 2014 The Handbook 00:00:00 Xero Accounting Getting Prepared - Access the software and course materials Introduction To The Course And Your Tutor 00:04:00 Activating Your Free Trial With Xero 00:02:00 Getting started Signing Up For The Free Trial 00:04:00 Instruction of updated Xero accounting software 00:00:00 Create The Organisation 00:08:00 The Ficticious Scenario 00:02:00 Setting up the system Add Bank Accounts To The System 00:14:00 Enter Opening Balances 00:07:00 Opening Trial Balance 00:01:00 Nominal ledger Amend The Nominal Ledger 00:06:00 Chart Of Accounts Report 00:01:00 Customers & Suppliers Enter customers 00:07:00 Reporting Customer And Supplier Information 00:02:00 Sales ledger Enter Invoices 00:07:00 Invoicing tips - adding logo, repeat billing 00:09:00 Entering Invoices 6574 to 6610 00:16:00 Post Credit Notes 00:03:00 Report Showing Customer Activity 00:08:00 Aged Debtors 00:02:00 Suppliers Post supplier invoices 00:09:00 Enter suppliers invoices 6028 onwards 00:14:00 Enter More Supplier Invoices No 4308 Onwards 00:06:00 Credit Notes Suppliers 00:02:00 Supplier Activity Report 00:04:00 Aged Creditors Info 00:01:00 Reciepts from Customers 00:10:00 Apply Customer Credit Notes 00:05:00 Purchases ledger Post Supplier Cheques 00:08:00 Apply Supplier Credit Notes 00:03:00 Print List Of Bank Receipts And Payments 00:01:00 Sundry payments Post Sundry Payments 00:07:00 Make a credit card payment 00:08:00 Petty Cash Add Petty Cash Transactions - Week 1 00:16:00 Add Petty Cash Transactions - Week 2 00:12:00 Add Petty Cash Transactions - Week 3 00:07:00 Add Petty Cash Transactions - Week 4 00:09:00 Imprest System on Petty Cash 00:04:00 Print a Copy of Petty Cash Receipts and Payments 00:01:00 Bad Debt Writing Off A Bad Debt - Print Customer Statement 00:02:00 Write Off A Bad Debt 00:09:00 Credit Card Reconcile The Credit Card Statement 00:09:00 Bank Reconciliation Bank Statement As A CSV File 00:27:00 Bank Statement Closing Balances 00:11:00 Reconcile The Petty Cash 00:05:00 Payroll / Wages Wages And Salaries 00:09:00 Post the Wages Journal 00:07:00 Report Wages Journal 00:02:00 Payday 00:11:00 Pay The Two Staff 00:05:00 VAT - Value Added Tax Depreciation 00:04:00 VAT Return 00:03:00 Reports Month End Reports PnL, BS, TB 00:05:00 Payroll unit Using Payroll 00:12:00 Setting Up Employees 00:10:00 Running Payroll - An Example 00:14:00 Conclude Recap And Next Steps 00:06:00 What happens next 00:02:00 Resources Resources - Xero Accounting 00:00:00 Assignment Assignment - Quickbooks and Xero Accounting Course 00:00:00

Quickbooks and Xero Accounting Course
Delivered Online On Demand9 hours 43 minutes
£24.99

Microsoft Excel - Beginner, Intermediate & Advanced

4.7(26)

By Academy for Health and Fitness

5-in-1 Exclusive Microsoft Excel Bundle Course!!! Come and join in, on this exceptionally designed Microsoft Excel bundle course to transform yourself into an Excel wizard, regardless of your current skill level. With over 80% of jobs now requiring Excel skills in the UK, the ability to navigate and master this tool is more than just a resume booster-it's a necessity. From basics to advanced formulas, and even automated dashboards, this bundle is your golden ticket to unlocking the full potential of Excel, making data analysis and presentation not just easier, but a true delight. This comprehensive bundle starts by guiding you through Beginner, Intermediate, and Advanced levels of Excel. You'll then explore the Newest Functions and dive deep into 25 Must-know Formulas and Functions that are game-changers. But we don't stop there; you'll learn to create Automated Dashboards using Advanced Formulas, VBA, and Power Query, and even get a mastery tour of the entire Microsoft Office Suite, including Word, PowerPoint, and 365. It's a well-rounded education designed to make you proficient and efficient in handling any task Excel throws your way. The Microsoft Excel Course includes these 5 Premium Courses: Course 01: Microsoft Excel - Beginner, Intermediate & Advanced Course 02: New Functions in Microsoft Excel Course 03: Microsoft Excel - 25 Must-Know Formulas and Functions Course 04: Microsoft Excel: Automated Dashboard Using Advanced Formula, VBA, Power Query Course 05: Mastering Microsoft Office: Word, Excel, PowerPoint, and 365 Streamline your business processes, or just attempt to upskill for personal satisfaction, our Microsoft Excel Bundle Course is the leap forward you've been waiting for. In today's data-driven world, being Excel-savvy isn't just an asset; it's a must-have skill. Join us on this journey to becoming an Excel expert and open doors to endless career opportunities. Enrol now! Learning Outcomes of Microsoft Excel Course: Navigate Excel from basic operations to advanced functionalities confidently. Master new functions and 25 essential formulas in Excel. Design and implement automated dashboards with VBA and Power Query. Utilise the full suite of Microsoft Office for professional use. Analyse and present data effectively using Excel. Increase workplace productivity with advanced Excel skills. Why Choose Our Microsoft Excel Course? Get a Free CPD Accredited Certificate upon completion of Microsoft Excel course. Get a free student ID card with Microsoft Excel Training. Get instant access to this Microsoft Excel course. Learn Microsoft Excel from anywhere in the world. This Microsoft Excel course is affordable and simple to understand. The Microsoft Excel course is an entirely online, interactive lesson with voiceover audio. Lifetime access to the Microsoft Excel course materials. The Microsoft Excel course comes with 24/7 tutor support. Start your learning journey straight away! Course 01: Microsoft Excel - Beginner, Intermediate & Advanced Module 01: Excel From A-Z Course Introduction Module 02: Getting Started With Excel Module 03: Values, Referencing And Formulas Module 04: Intro To Excel Functions Module 05: Adjusting Excel Worksheets Module 06: Visually Pleasing Cell Formatting Module 07: How To Insert Images And Shapes! Module 08: Visualize Data With Charts Module 09: Excel's Printing Options Module 10: Benefits Of Using Excel Templates Module 11: Working With Excel Datasets Module 12: Excel Database Functions Module 13: Excel Data Validation Module 14: Excel PivotT ables Module 15: Excel's Power Pivot Add-In Module 16: Excel's Conditional Functions Module 17: Excel's Lookup Function Module 18: Text Based Functions In Excel Module 19: Auditing Formulas And Views In Excel Module 20: Excel's 'What If?' Tools Module 21: Welcome To Excel VBA Module 22: The VBA Language Module 23: Writing VBA Code Module 24: Important VBA Tools And Logic Module 25: Excel VBA Lopps Module 26: Triggering Macros Module 27: Excel User Forms Module 28: Starting A Career In Excel Course 02: New Functions in Microsoft Excel Module 01: Introduction and Agenda Module 02: RANDARRAY Module 03: UNIQUE Module 04: SEQUENCE Module 05: SORT and SORTBY Module 06: SORT A Practical Example Module 07: FILTER Module 08: FILTER A Practical Example Module 09: Other Useful New Functions Module 10: Using the New Functions in Reports Course 03: Microsoft Excel - 25 Must-Know Formulas and Functions Module 01: 25 Must-Know Formulas and Functions =========>>>>> And 2 More Courses <<<<<========= This course's curriculum has been designed by Microsoft Excel experts with years of Microsoft Excel experience behind them. The Microsoft Excel course is extremely dynamic and well-paced to help you understand Microsoft Excel with ease. You'll discover how to master the Microsoft Excel skill while exploring relevant and essential topics. How will I get my Certificate? After successfully completing the course, you will be able to order your Certificates as proof of your achievement. PDF Certificate: Free (Previously it was £12.99*5 = £65) CPD 50 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Anyone interested in learning more about the topic is advised to take this bundle. This bundle is ideal for: Job seekers Office professionals Data analysts Business owners Students Career improvers Requirements You will not need any prior background or expertise to enrol in this bundle. Career path After completing this bundle, you are to start your career or begin the next phase of your career. Data Analyst - £30,000 to £50,000 Financial Analyst - £35,000 to £60,000 Administrative Assistant - £20,000 to £30,000 Project Manager - £40,000 to £70,000 Business Analyst - £35,000 to £65,000 Accountant - £25,000 to £50,000 Certificates CPD Accredited Certificate Digital certificate - Included Upon passing the Bundle, you need to order to receive a Digital Certificate for each of the courses inside this bundle as proof of your new skills that are accredited by CPD. CPD Accredited Certificate Hard copy certificate - £29 Upon passing the Bundle, you need to order to receive a Hard copy Certificate for each of the courses inside this bundle. If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge.

Microsoft Excel - Beginner, Intermediate & Advanced
Delivered Online On Demand20 hours
£35

Microsoft Excel Beginners 2019

By Packt

Discover Excel 2019 and become confident in using spreadsheets

Microsoft Excel Beginners 2019
Delivered Online On Demand7 hours 29 minutes
£74.99