Let’s face it, budgeting is not fun, especially when you’re the one tasked with reviewing the spreadsheets. Here are some important budgeting process steps to consider during the review process! 1. Take the time you think you need and double it! Reviewing takes more than five minutes. Ideally, most…
Read MoreExcel Tip #12 – Where can I find a Complete List of Keyboard Shortcuts? We’re getting back to basics with Excel- the tool we all love and hate. 1) Click the Question Mark at the top right of your book (or F1) 2) In the Excel Help Menu, search for…
Read MoreMost companies favor Excel when it comes to the budgeting process. One of the biggest pains of working from Excel is merging the data. Keep reading for some helpful financial budgeting tips on how to merge all your data! 1) Storage and Retrieval Having a structured naming and distribution method…
Read MoreExcel is a great tool and over 80% of companies are using Excel as their budgeting solution. However, in our 20+ years of experience working with financial systems, we’ve seen some challenges in using Excel. So we’ve compiled our Top 5 and what you can to do about them. 1) Budget…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. 1) Select the list that you want to summarize. 2) Under the Insert tab, select PivotTable. 3) Make sure the correct table is selected, then choose a destination for your new list. 4) Select OK. 5)…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. 1) Locate the data that you want to isolate in your Excel string. 2) On another column insert the Excel text function =mid(Cell #, Start #, Length of Sequence) Cell #: Refers to the cell of the data you are dealing…
Read MoreHow do I Split Columns? We’re getting back to basics with Excel- the tool we all love and hate. 1) Identify the item that separates the columns (for instance, # in the example below) and highlight the range of cells you would like to split in your spreadsheet. 2)…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. If you hate Excel sheet formulas, not to worry with this tip, since this one doesn’t use any. 1) Copy the data in the row that you want to total. 2) Paste the data below using…
Read MoreWe’re getting back to basics with Excel- the tool we all love and hate. 1) Under the Formula tab, select Define Name. 2) Change the Name and Reference of your constant. 3) Select OK, and now you should be able to use your constant name in formulas. 4) If you…
Read MoreIt is essential in the budgeting process to capture accurate data, so that you can plan accordingly for the rest of the year. The better you are at capturing data, the better your end results will be. This post provides some insight to help you create data input templates that help…
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