Beginner Excel for Finance & Accounting Course Full Free Training: Excel learning resource
Beginner Excel for Finance & Accounting Course Full Free Training
Extracted from saved YouTube search results - titled "Beginner for Finance & Accounting Training", filed under Excel For Accounting. It's a video from Ryan O'Connell, CFA, FRM — use it to practice Invoice and payment tracking and Bank statement cleanup.
Beginner Excel for Finance & Accounting Course Full Free Training
Ryan O'Connell, CFA, FRM
Open on YouTube (opens in a new tab)What to practice while watching
- Invoice and payment tracking
- Bank statement cleanup
- Variance analysis
Recommended learning path
Start by watching the lesson once without pausing, then reopen Excel and rebuild the example with your own small dataset. Save one clean practice workbook before moving to the next topic.
Source details
- Channel: Ryan O'Connell, CFA, FRM
- Format: video
- Level: Intermediate
- Topic: Excel for Accounting
- Listing source: saved YouTube search capture, filed by topic
Go deeper with this skill
Build an accounting-friendly worksheet that reconciles, ages, or summarizes transactions clearly. For this article, the goal is to practice: Extracted from saved YouTube search results - titled "Beginner for Finance & Accounting Training", filed under Excel For Accounting. It's a video from Ryan O'Connell, CFA, FRM — use it to practice Invoice and payment tracking and Bank statement cleanup.
Practice workbook setup
Use sample invoices, payments, dates, customers, and amounts with a few missing or overdue records.
Practice workflow
- Separate source transactions from calculations and summary outputs.
- Use consistent account, customer, or invoice IDs for matching.
- Add checks for missing dates, negative amounts, duplicates, and unmatched records.
- Create a summary that ties back to the transaction detail.
Quality checks
- Totals reconcile between detail and summary.
- Date logic handles blanks and future dates correctly.
- Manual adjustments are labeled and separated from formulas.
Common mistakes
- Hard-coding a total that should come from transaction detail.
- Mixing text and numeric invoice IDs.
- Ignoring unapplied payments or duplicate invoice numbers.
Next actions
- Add an audit column that explains exceptions.
- Turn the layout into a reusable monthly template.
Formula focus: even if this workflow is not formula-heavy, add one check cell that confirms the final output still matches the source data.
