698 Money Management Tools courses

Master data retrieval in Excel with our XLOOKUP and VLOOKUP course. Learn to efficiently find and analyze data, enhancing your spreadsheet skills for better decision-making.

Overview of Xero Accounting and Bookkeeping Online The Xero Accounting and Bookkeeping Online course is perfect for anyone who wants to learn how to manage business finances using one of the most popular accounting tools in the UK. Xero is trusted by over 3.5 million users around the world, and more UK businesses are choosing it every day. With many companies moving away from paper-based accounting, learning how to use Xero gives you a real advantage in today’s job market. This Xero Accounting and Bookkeeping Online course teaches you how to use the software from start to finish. You will learn how to set up your account, send sales invoices, match bank transactions, track inventory, handle payroll, and submit VAT returns. The course is designed to be easy to follow, even if you’re new to accounting. By the end, you’ll know how to manage a company’s books in a smart and simple way. With over £3.7 billion spent on accounting services every year in the UK, there is a growing demand for people who can work with cloud accounting tools. The Xero Accounting and Bookkeeping Online course helps you build the skills that many employers are looking for. Whether you want to work in an office or start your own bookkeeping service, this course can help you move forward. This Xero Accounting and Bookkeeping Online Course will help you to learn: Set up and use Xero Accounting and Bookkeeping Online the right way Create and manage invoices and bills with ease Match bank transactions automatically or by hand Track inventory for products, services, and fixed assets Handle payroll tasks and send VAT returns digitally Create useful financial reports to support smart business choices Who Is This Course for? Small business owners and entrepreneurs who want better control over their finances Finance and accounting staff who want to learn Xero Accounting and Bookkeeping Online Bookkeepers who want to update their knowledge with the latest Xero tools Office staff who work with accounts, invoices, or bank records Anyone who wants to build a career in accounting or finance using practical Xero skills Process of Evaluation After studying the Xero Accounting and Bookkeeping Online, your skills and knowledge will be tested with an MCQ exam or assignment. You have to get a score of 60% to pass the test and get your certificate. Certificate of Achievement Certificate of Completion - Digital / PDF Certificate After completing the Xero Accounting and Bookkeeping Online, you can order your CPD Accredited Digital / PDF Certificate for £5.99. (Each) Certificate of Completion - Hard copy Certificate You can get the CPD Accredited Hard Copy Certificate for £12.99. (Each) Shipping Charges: Inside the UK: £3.99 International: £10.99 Requirements You don't need any educational qualification or experience to enrol in the Xero Accounting and Bookkeeping Online course. Career Path Completing the Xero Accounting and Bookkeeping Online course can lead to roles such as: Bookkeeper – £22,000 to £35,000 per year Accounts Assistant – £20,000 to £28,000 per year Financial Administrator – £24,000 to £32,000 per year Accounts Payable/Receivable Clerk – £21,000 to £30,000 per year Xero Certified Advisor – £30,000 to £45,000 per year Course Curriculum Introduction Introduction 00:02:00 Getting Started Introduction - Getting Started 00:01:00 Signing up to Xero 00:04:00 Quick Tour of Xero 00:12:00 Initial Xero Settings 00:13:00 Chart of Accounts 00:14:00 Adding a Bank Account 00:08:00 Demo Company 00:04:00 Tracking Categories 00:07:00 Contacts 00:12:00 Invoices and Sales Introduction - Invoices and Sales 00:01:00 Sales Screens 00:04:00 Invoice Settings 00:13:00 Creating an Invoice 00:18:00 Repeating Invoices 00:07:00 Credit Notes 00:06:00 Quotes Settings 00:03:00 Creating Quotes 00:07:00 Other Invoicing Tasks 00:03:00 Sending Statements 00:03:00 Sales Reporting 00:05:00 Bills and Purchases Introduction - Bills and Purchases 00:01:00 Purchases Screens 00:04:00 Bill Settings 00:02:00 Creating a Bill 00:13:00 Repeating Bills 00:05:00 Credit Notes 00:06:00 Purchase Order Settings 00:02:00 Purchase Orders 00:08:00 Batch Payments 00:12:00 Other Billing Tasks 00:02:00 Sending Remittances 00:03:00 Sending Remittances 00:03:00 Purchases Reporting 00:05:00 Bank Accounts Introduction - Bank Accounts 00:01:00 Bank Accounts Screens 00:07:00 Automatic Matching 00:04:00 Reconciling Invoices 00:06:00 Reconciling Bills 00:03:00 Reconciling Spend Money 00:05:00 Reconciling Receive Money 00:04:00 Find and Match 00:04:00 Bank Rules 00:09:00 Cash Coding 00:03:00 Remove and Redo vs Unreconcile 00:04:00 Uploading Bank Transactions 00:07:00 Automatic Bank Feeds 00:06:00 Products and Services Introduction - Products and Services 00:01:00 Products and Services Screen 00:02:00 Adding Services 00:03:00 Adding Untracked Products 00:03:00 Adding Tracked Products 00:07:00 Fixed Assets Introduction - Fixed Assets 00:01:00 Fixed Assets Settings 00:06:00 Adding Assets from Bank Transactions 00:06:00 Adding Assets from Spend Money 00:05:00 Adding Assets from Bills 00:02:00 Depreciation 00:04:00 Payroll Introduction - Payroll 00:01:00 Payroll Settings 00:15:00 Adding Employees 00:18:00 Paying Employees 00:10:00 Payroll Filing 00:04:00 VAT Returns Introduction - VAT Returns 00:01:00 VAT Settings 00:02:00 VAT Returns - Manual Filing 00:06:00 VAT Returns - Digital Filing 00:06:00 Assignment Assignment - Xero Accounting and Bookkeeping Online 00:00:00 Recommended Materials Workbook - Xero Accounting and Bookkeeping Online 00:00:00

The Magic of Macros The Magic of Macros Learn how Excel's Macros (a.k.a. VBA), can create incredible results in the blink of an eye! We'll start with a few basics, then move to more advanced topics and work through an example. Watch Excel create multiple totals in basically one line of code! This and other IIL Learning in Minutes presentations qualify for PDUs. Some titles, such as Agile-related topics may qualify for other continuing education credits such as SEUs, or CEUs. Each professional development activity yields one PDU for one hour spent engaged in the activity. Some limitations apply and can be found in the Ways to Earn PDUs section that discusses PDU activities and associated policies. Fractions of PDUs may also be reported. The smallest increment of a PDU that can be reported is 0.25. This means that if you spent 15 minutes participating in a qualifying PDU activity, you may report 0.25 PDU. If you spend 30 minutes in a qualifying PDU activity, you may report 0.50 PDU.

Master cash flow management with Microsoft Excel in our comprehensive course. Learn internal controls, cash receipts and disbursements management, bank reconciliations, petty cash handling, and more. Ideal for professionals seeking to enhance their financial management skills using Excel.

Course overview Gain the skills to summaries large amounts of data into meaningful information with the Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course. In this course, you will develop a comprehensive understanding of the PivotTable and PivotChart and explore how they work. In this Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course, you will learn the steps to create your Pivot table and Pivot chart. We'll show you how to use Pivot tables to summarize large amounts of data. You'll also learn how to use PivotChart to provide visual representation to your summarized data. We will then take you through adding sorts, filters, timelines and slicers to create dynamic dashboards. You will also learn how to use the slicer to slice and dice your data the way you want. Learning outcomes Learn how to summaries data with Pivot Table Be able to add graphical representation to your summarized data with PivotChart Learn how to update the Pivot Table with new data Deepen your understanding of sorting and filtering Be able to import data from various sources with Power Query Gain an excellent understanding of Power Pivot Who is this course for? Professionals who want to learn how to summaries large sums of data into meaningful information using Excel Pivot and Charts can take this course. The program will provide learners with in-demand knowledge and skills, allowing them to take advantage of outstanding employment opportunities. Entry Requirement This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Certification After you have successfully completed the course, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy at the cost of £39 or in PDF format at the cost of £24. PDF certificate's turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry-leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognized accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path The Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines course provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as: Data Analyst Accountants Financial Analyst Learn Excel With Pivot Tables, Pivot Charts, Slicers, and Timelines Getting started with your Pivot Table 00:04:00 Drill Down 00:01:00 Managing the Field List 00:02:00 Changing the Calculation type with Value Field Settings 00:06:00 Growing your Pivot Table with Multiple Fields 00:04:00 Formatting the Pivot Table 00:05:00 Sorting and Filtering the Pivot Table 00:03:00 Creating a Dashboard with Slicers, Timelines and Pivot Charts 00:09:00 Reporting by day, month, qtr, or year within the Pivot Table 00:04:00 Refreshing the Pivot Data with new data 00:03:00 Adding your own calculations into the Pivot Table 00:03:00 The power of the Filter Section in the Pivot Table 00:04:00 PowerQuery 00:12:00 PowerPivot 00:21:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Course overview Take your data analysis skills to the next level with this Excel Data Analysis Diploma course. This course ensures you're practiced in the data analysis tools to analyze data effortlessly and effectively.  Data analysis is imperative to get meaningful information from data. It helps businesses and organizations make informed decisions. This Excel Data Analysis Diploma course will introduce you to the built-in tools in Excel through which you can analyze data and get your desired results to make better business decisions. It will give you real insights into tracing formulas, Excel scenario manager and data tables. You will learn how to use the forecast sheet to better forecast and identify the advantages of Excel solver and goal seek. You will also discover the most used Excel formulas, such as SUMIF, COUNTIF and Nested IF.  Learning outcomes Familiarize yourself with the data analysis tools Learn about tracing formulas in Excel Deepen your understanding of Excel goal seek Learn how to use the scenario manager in Excel Understand solver add-in and how to use it Have a better grasp of the most used Excel formulas Who is this course for? The comprehensive Excel Data Analysis Diploma course is incredibly beneficial for aspiring professionals who want to learn how to use the built-in tools in Excel for effective data analysis. The program will provide learners with in-demand knowledge and skills, allowing them to take advantage of outstanding employment opportunities. Entry Requirement This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Certification After you have successfully completed the course, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy at the cost of £39 or in PDF format at the cost of £24. PDF certificate's turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry-leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognized accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path The Excel Data Analysis Diploma course provides essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as: Data Analyst Accountants Financial Analyst Excel Data Analysis Diploma Excel data analysis - 1 00:04:00 Excel data analysis - 2 00:07:00 Excel data analysis - 3 00:03:00 Excel data analysis - 4 00:03:00 Excel data analysis - 5 00:11:00 Excel data analysis - 6 00:16:00 Excel data analysis - 7 00:02:00 Excel data analysis - 8 00:09:00 Excel data analysis - 9 00:16:00 Resource Resource - Excel Data Analysis Diploma 00:00:00 Assignment Assignment - Excel Data Analysis for Beginner 03:00:00 Order Your Certificates and Transcripts Order Your Certificates and Transcripts 00:00:00

Our Aim Is Your Satisfaction! Offer Ends Soon; Hurry Up!! Are you looking to improve your current abilities or make a career move? Our unique Microsoft Excel course might help you get there! Expand your expertise with high-quality training - study the Microsoft Excel course and get an expertly designed, great-value training experience. Learn from industry professionals and quickly equip yourself with the specific knowledge and skills you need to excel in your chosen career through the Microsoft Excel online training course. The Microsoft Excel course is broken down into several in-depth modules to provide you with the most convenient and rich learning experience possible. Upon successful completion of the Microsoft Excel course, an instant e-certificate will be exhibited in your profile that you can order as proof of your skills and knowledge. Add these amazing new skills to your resume and boost your employability by simply enrolling in this course. This Microsoft Excel training can help you to accomplish your ambitions and prepare you for a meaningful career. So, join us today and gear up for excellence! Why Prefer Us? Opportunity to earn a certificate accredited by CPDQS. Get a free student ID card!(£10 postal charge will be applicable for international delivery) Innovative and Engaging Content. Free Assessments 24/7 Tutor Support. Take a step toward a brighter future! *** Course Curriculum *** Here are the topics you will cover in the Course: >> Microsoft Excel - Beginner, Intermediate & Advanced << Unit 01: Excel from A-Z Course Introduction Unit 02: Getting Started With Excel Unit 03: Values, Referencing and Formulas Unit 04: Intro to Excel Functions Unit 05: Adjusting Excel Worksheets Unit 06: Visually Pleasing Cell Formatting Unit 07: How to Insert Images and Shapes! Unit 08: Visualize Data with Charts Unit 09: Excel's Printing Options Unit 10: Benefits of Using Excel Templates Unit 11: Working with Excel Datasets Unit 12: Excel Database Functions Unit 13: Excel Data Validation Unit 14: Excel PivotTables Unit 15: Excel's PowerPivot Add-In Unit 16: Excel's Conditional Functions Unit 17: Excel's Lookup Function Unit 18: Text Based Functions in Excel Unit 19: Auditing Formulas and Views in Excel Unit 20: Excel's 'what If?' Tools Unit 21: Welcome to Excel VBA Unit 22: The VBA Language Unit 23: Writing VBA Code Unit 24: Important VBA Tools and Logic Unit 25: Excel VBA Lopps Unit 26: Triggering Macros Unit 27: Excel User Forms Unit 28: Starting a Career in Excel Tutor Support Once you enrol in our Microsoft Excel Course with the Academy for Health & Fitness, you are allocated your tutor. The tutor's guidance and assistance will be available throughout your studies with the college. He/ she will evaluate your work and will provide you with regular feedback on your progress. CPD 15 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 Microsoft Excel course. This course is open to everybody. Requirements You will not need any prior background or expertise to enrol in this course. Career path After completing this course, you are to start your career or begin the next phase of your career. Certificates CPD Accredited Certificate Digital certificate - £10 CPD Accredited Certificate Hard copy certificate - £29 If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge.

Are you looking to improve your current abilities or make a career move? Our unique Complete Microsoft Excel Course might help you get there! Expand your expertise with high-quality training - study the Complete Microsoft Excel and get an expertly designed, great value training experience. Learn from industry professionals and quickly equip yourself with the specific knowledge and skills you need to excel in your chosen career through the online training course. This Complete Microsoft Excel online training course is accredited by CPD with 15 CPD points for professional development. Students can expect to complete this training course in around 11 hours. You'll also get dedicated expert assistance from us to answer any queries you may have while studying our course. The course is broken down into several in-depth modules to provide you with the most convenient and rich learning experience possible. Upon successful completion of the Complete Microsoft Excel course, you will receive an instant e-certificate as proof of the comprehensive skill development and competency. Add these amazing new skills to your resume and boost your employability by simply enroling on this course. With this comprehensive course, you can achieve your dreams and train for your ideal career. The Complete Microsoft Excel course provides students with an in-depth learning experience that they can work through at their own pace to enhance their professional development. You'll get a Free Student ID card by enroling in this course. This ID card entitles you to discounts on bus tickets, movie tickets, and library cards. Enroling on the Complete Microsoft Excel course will ensure that you land your dream career faster than you thought possible. Stand out from the crowd and train for the job you want with the program. Why Prefer this Complete Microsoft Excel Course? Opportunity to earn a certificate accredited by CPD after completing this course Student ID card with amazing discounts - completely for FREE! (£10 postal charges will be applicable for international delivery) Standard-aligned lesson planning Innovative and engaging content and activities Assessments that measure higher-level thinking and skills Complete the program in your own time, at your own pace Each of our students gets full 24/7 tutor support Experts created the Complete Microsoft Excel course to provide a rich and in-depth training experience for all students who enrol in it. Enrol in the course right now and you'll have immediate access to all of the course materials. Then, from any internet-enabled device, access the course materials and learn when it's convenient for you. Start your learning journey straight away with this course and take a step toward a brighter future! *** Course Curriculum *** Here are the topics you will cover on the Course: >> Complete Microsoft Excel << Module 01: Microsoft Excel 2019 New Features Introduction to Microsoft Excel 2019 New Features CONCAT IFS MAXIFS MINIFS SWITCH TEXTJOIN Map Chart Funnel Chart Better Visuals Pivot Table Enhancements Power Pivot Updates Module 02: Getting Started with Microsoft Office Excel Navigate the Excel User Interface Use Excel Commands Create and Save a Basic Workbook Enter Cell Data Use Excel Help Module 03: Performing Calculations Create Worksheet Formulas Insert Functions Reuse Formulas and Functions Module 04: Modifying a Worksheet Insert, Delete, and Adjust Cells, Columns, and Rows Search for and Replace Data Use Proofing and Research Tools Module 05: Formatting a Worksheet Apply Text Formats Apply Number Format Align Cell Contents Apply Styles and Themes Apply Basic Conditional Formatting Create and Use Templates Module 06: Printing Workbooks Preview and Print a Workbook Set Up the Page Layout Configure Headers and Footers Module 07: Managing Workbooks Manage Worksheets Manage Workbook and Worksheet Views Manage Workbook Properties Module 08: Working with Functions Work with Ranges Use Specialized Functions Work with Logical Functions Work with Date & Time Functions Work with Text Functions Module 09: Working with Lists Sort Data Filter Data Query Data with Database Functions Outline and Subtotal Data Module 10: Analyzing Data Apply Intermediate Conditional Formatting Apply Advanced Conditional Formatting Module 11: Visualizing Data with Charts Create Charts Modify and Format Charts Use Advanced Chart Features Module 12: Using PivotTables and PivotCharts Create a PivotTable Analyze PivotTable Data Present Data with PivotCharts Filter Data by Using Timelines and Slicers Module 13: Working with Multiple Worksheets and Workbooks Use Links and External References Use 3-D References Consolidate Data Module 14: Using Lookup Functions and Formula Auditing Use Lookup Functions Trace Cells Watch and Evaluate Formulas Module 15: Sharing and Protecting Workbooks Collaborate on a Workbook Protect Worksheets and Workbooks Module 16: Automating Workbook Functionality Apply Data Validation Search for Invalid Data and Formulas with Errors Work with Macros Module 17: Creating Sparklines and Mapping Data Create Sparklines MapData Module 18: Forecasting Data Determine Potential Outcomes Using Data Tables Determine Potential Outcomes Using Scenarios Use the Goal Seek Feature Forecasting Data Trends Module 19: Excel Templates Excel Templates Assessment Process Once you have completed all the modules in the Complete Microsoft Excel course, you can assess your skills and knowledge with an optional assignment. Our expert trainers will assess your assignment and give you feedback afterwards. CPD 15 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 course. This course is open to everybody. Requirements You will not need any prior background or expertise to enrol in this course. Career path After completing this course, you are to start your career or begin the next phase of your career. Certificates CPD Accredited Certificate Digital certificate - £10 CPD Accredited Certificate Hard copy certificate - £29 If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge.

Learning Objectives Introduction , Getting Started with VBA , Working with Variables , Working with Conditional Logic , Working with Strings and String Functions , Working with Loops , Working with Sub Procedures Options and Functions , Working with User Forms , Debugging your Code , Conclusion   Pre-Requisites Intermediate Microsoft Excel training or equivalent experience is recommended.   Description This course will teach students proper Visual Basic programming techniques along with an understanding of Excel's object structure. Students will learn how to work with variables, how to use various conditional logic statements such as If and Else, and how to work with string functions. Students will also learn how to work with various loops such as next loops and each loops, as well as how to create user forms. Finally, students will get an in-depth understanding of the debugging tools available and how to effectively debug their code. Course Introduction Introduction 00:03:00 Section 01 Lesson 1-Adding the Developer Toolbar 00:05:00 Lesson 2-Understanding the VBA Editor 00:11:00 Lesson 3-Recording a Macro in Personal 00:10:00 Lesson 4-Understanding the Elements of the VBA Language 00:07:00 Lesson 5-Understanding Methods 00:05:00 Lesson 6-Understanding Comments 00:06:00 Lesson 7-Working with the Range Property and Worksheet Object 00:07:00 Lesson 8-Adding a Macro Button to a Spreadsheet 00:03:00 Lesson 9-Working with the ActiveCell Object 00:02:00 Lesson 10-Working with the Offset Property 00:08:00 Section 02 Lesson 1-Understanding Variables 00:07:00 Lesson 2-Working with Integer Variables 00:03:00 Lesson 3-Understanding Option Explicit 00:05:00 Lesson 4-Working with Other Variable Types 00:07:00 Section 03 Lesson 1-Working with IF Statements 00:04:00 Lesson 2-Working with ELSE 00:03:00 Lesson 3-Working with ELSEIF 00:03:00 Lesson 4-Understanding Conditional Operators 00:06:00 Lesson 5-Working with NOT, AND, and OR 00:07:00 Lesson 6-Working with Nested IF 00:04:00 Lesson 7-Working with Select Case 00:06:00 Lesson 8-Working with WITH and END WITH 00:05:00 Section 04 Lesson 1-Working with Text Strings 00:05:00 Lesson 2-Working with LCASE and UCASE Functions 00:05:00 Lesson 3-Working with LEN and TRIM Functions 00:07:00 Lesson 4-Working with LEFT, RIGHT, and MID Functions 00:07:00 Section 05 Lesson 1-Understanding Loops 00:02:00 Lesson 2-Working with For Next Loops 00:07:00 Lesson 3-Working with For Each Loops 00:06:00 Lesson 4-Working with Cells Property 00:08:00 Lesson 5-Working with Do Until Loops 00:09:00 Lesson 6-Working with Do While Loops 00:05:00 Section 06 Lesson 1-Calling Sub Procedures 00:05:00 Lesson 2-Working with Exit Sub 00:04:00 Lesson 3-Working with Message Boxes 00:08:00 Lesson 4-Working with Input Boxes 00:08:00 Lesson 5-Working with VBA Functions 00:12:00 Lesson 6-Working with Object Variable and Set 00:06:00 Section 07 Lesson 1-Understanding and Creating a User Form 00:08:00 Lesson 2-Adding Controls to a User Form 00:16:00 Lesson 3-Adding Code for a User Form 00:10:00 Lesson 4-Launching a User Form from Excel 00:05:00 Section 08 Lesson 1-Getting Started with Debugging 00:10:00 Lesson 2-Stepping Through Your Code 00:06:00 Lesson 3-Working with Breakpoints 00:03:00 Lesson 4-Working with the Immediate Window 00:05:00 Lesson 5-Working with the Locals Window 00:05:00 Lesson 6-Working with the Err Object 00:06:00 Lesson 7-Getting Help-v2 00:07:00 Course Recap Recap 00:02:00 Additional Materials Resource - Excel 365 VBA Expert 00:00:00 Final Exam Final Exam - Excel 365 VBA Expert 00:20:00

Gain the skills and credentials to kickstart a successful career and learn from the experts with this step-by-step