Create a Financial Statement using Microsoft Excel

ofrecido por
Coursera Project Network
En este proyecto guiado, tú:

U​nderstand the components and variations of a Financial Statement

C​omplete a Transactions page and Profit and Loss statement that summarizes monthly transactions.

U​nderstand the components of a Balance Sheet.

Clock2 hours
IntermediateIntermedio
CloudNo se necesita descarga
VideoVideo de pantalla dividida
Comment DotsInglés (English)
LaptopSolo escritorio

By the end of this project, you will be able to complete a financial statement with Microsoft Excel, composed of a transactions page, profit and loss statement, and balance sheet. You will learn how to enter your business transactions and interpret the data presented in the profit and loss statement. You will also learn about the components of a balance sheet and will have a better understanding of how a financial statement can be used to help track and present financial information for your company.

Habilidades que desarrollarás

  • Spreadsheet
  • Financial Statement
  • Balance Sheet
  • Calculations

Aprende paso a paso

En un video que se reproduce en una pantalla dividida con tu área de trabajo, tu instructor te guiará en cada paso:

  1. Log into Microsoft Excel Online and open a blank spreadsheet.

  2. Identify the assumptions for the financial statement and create a Transactions page.

  3. Create a Profit and Loss statement that summarizes monthly transactions.

  4. Use the SUMIFS formula to populate the categories for the Profits and Loss with the transactions.

  5. Understand the components of a Balance Sheet and complete the Assets section

  6. Complete the Liabilities and Owner’s Equity sections of the Balance Sheet and perform a final balance check.

Cómo funcionan los proyectos guiados

Tu espacio de trabajo es un escritorio virtual directamente en tu navegador, no requiere descarga.

En un video de pantalla dividida, tu instructor te guía paso a paso

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