Accounting with Excel

Course overview

Accounting with Excel offers a flexible way to manually record and analyze financial business transactions. Especially in small companies or for training purposes, Excel serves as an entry point into systematic bookkeeping and provides a fundamental understanding of booking logic, account management, and evaluations. 1. Basics of Accounting with Excel 2. Structure and Organization of Booking Tables 3. Evaluations and Automation Options Basics of Accounting with Excel Excel allows for the tabular recording of income, expenses, and account movements. Each row represents a business transaction with details on date, booking text, amount, account, and category. Simple formulas can be used to calculate totals, differences, and balances. Manual entry makes the booking process transparent and easy to follow. Structure and Organization of Booking Tables A well-structured spreadsheet contains columns for debit, credit, account, counter-account, and document number. Templates or predefined account frameworks (e.g., SKR03) ensure consistency. Filter functions and conditional formatting facilitate control and overview. Data validation prevents input errors and supports a clean booking logic. Evaluations and Automation Options Pivot tables allow for the evaluation of income, cost centers, or time periods. Charts visualize financial developments and facilitate reporting. Macros and simple VBA scripts can automate recurring tasks. For small businesses, Excel offers a cost-effective alternative to accounting software, but should be supplemented with specialized systems as data volume grows.

Upcoming dates

• 2026-11-01T23:00:00.000Z · 2027-10-31T23:00:00.000Z · Berlin · Blended Learning
• 2026-11-01T23:00:00.000Z · 2028-01-31T23:00:00.000Z · Berlin · Blended Learning
• 2026-11-01T23:00:00.000Z · 2027-10-31T23:00:00.000Z · Augsburg, Bayern · Blended Learning
• 2026-11-01T23:00:00.000Z · 2028-01-31T23:00:00.000Z · Augsburg, Bayern · Blended Learning
• 2026-11-01T23:00:00.000Z · 2027-10-31T23:00:00.000Z · Bielefeld · Blended Learning

More courses in this field

• Internal Accounting with SAP S/4HANA 2021

  Berger Bildungsinstitut GmbH

• Accounting and Payroll Accounting with DATEV

  alfatraining Bildungszentrum GmbH

• Windows Server Administrator with Salesforce Certified Advanced Administrator

  New Horizons Akademie

• Seminar SAP FI: Financial Accounting

  Comhard Gesellschaft für Bildung und Personalentwicklung mbH