Excel guide: Create Statement Budget Model

Step By Step Guide to Create a 3-Statement Budget Model in Excel

Course Overview Are you looking to gain a new in-demand skill from the comfort of your home? Well, look no …

Step By Step Guide to Create a 3-Statement Budget Model in Excel

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Intermediate

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5 hours, 13 minutes

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Course Overview

Are you looking to gain a new in-demand skill from the comfort of your home? Well, look no further; you’ve come to the right place!

Our easy-to-follow Step By Step Guide to Create a 3-Statement Budget Model in Excel will provide you with all the deep knowledge and insight you need to know about this topic. This comprehensive course has been broken down into several manageable modules, which we believe will assist you to easily grasp each concept – from the fundamental to the more advanced aspects of the course.

Learn the most in-demand skills from the safety & comfort of your home. Enjoy the freedom to learn at your own comfortable pace and prepare yourself for the market of the future.

Learning Outcomes

Whether you are an aspiring professional or a complete beginner, this course will improve your expertise and boost your CV with key skills and an accredited certification attesting to your knowledge.

Entry Requirement

- This course is available to all learners of all academic backgrounds.
- Learners should be aged 16 or over to undertake the qualification.
- Some basic understanding of the English language and numeracy.

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.

Will I receive a certificate of completion?

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 £29 or in PDF format at the cost of £19.

- PDF certificate’s turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days.

Career path

Step By Step Guide to Create a 3-Statement Budget Model in Excel is a useful qualification to possess and would be beneficial for any related profession or industry.

Course Curriculum

Module 01: Getting Ready
	About this Course	00:02:00
	Enable the Developer Tab in Excel	00:01:00
	Download Resources	00:00:00
	Install Magnimetrics Tools in Excel	00:02:00
	What is Budgeting?	00:06:00
	Excel Functions Refresher	00:09:00
	Excel Shortcuts	00:04:00
	Discuss Source Files	00:05:00
Module 02: Income Statement
	Let’s get started	00:02:00
	Create the Sales Budget	00:05:00
	Forecasting Performance Part 1	00:05:00
	Forecasting Performance Part 2	00:05:00
	Starting the Income Statement	00:05:00
	Direct Material Costs	00:05:00
	Production Staff Cost	00:11:00
	Production Overheads	00:07:00
	Issues with linked files	00:01:00
	Mapping the Expenses Budget	00:03:00
	Administrative Expenses	00:06:00
	Selling Expenses	00:04:00
	Expense on Spare Parts	00:04:00
	Depreciation Expense and PPE Schedule	00:04:00
	Amortization Expense and Intangibles Schedule	00:03:00
	Interest Expense and Investment Loan Schedule	00:09:00
	Interest Expense and Working Capital Loan	00:07:00
	Other Expenses	00:03:00
Module 03: Balance Sheet
	Starting the Balance Sheet	00:03:00
	PPE, Intangibles and Deferred Tax Assets	00:02:00
	Cash Conversion Cycle Historical Review	00:06:00
	Working Capital – Annualized Sales and Cost of Goods Sold	00:07:00
	Working Capital – Inventory	00:06:00
	Working Capital – Receivables	00:03:00
	Working Capital – Payables	00:02:00
	Intercompany Receivables	00:06:00
	Other Receivables	00:07:00
	Investment and Working Capital Loans	00:01:00
	Retained Earnings & Pre-tax Profit	00:07:00
	Share Capital and Reserves	00:02:00
Module 04: Cash Flow Statement
	Link the Cash Flow Statement	00:12:00
Module 05: Improving Our Model
	Dynamic Validation Checks	00:10:00
	Bank Covenants Check	00:09:00
Module 06: Optimizing Our Model
	Optimizations in Admin and Selling Expenses	00:08:00
	Assumptions and Dynamic Scenarios	00:13:00
Module 07: Sharing Our Model
	Create a Print-ready Summary Statement	00:17:00
	Group Model Sections	00:02:00
	Save Without Links	00:02:00
Module 08: Conclusion
	Congratulations!	00:01:00
Module 09: Additional Lectures and Learning Materials
	Running a Monte Carlo Simulation in Excel	00:19:00
	Mapping a Trial Balance to Create Financial Statements	00:13:00
	Sensitivity Analysis in Excel Models	00:07:00
	Pareto Analysis in Excel (80/20 Rule)	00:08:00
	Create a Dynamic Sales Dashboard to Visualize Data	00:22:00

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Step By Step Guide to Create a 3-Statement Budget Model in Excel