=TOPIC

4 subtopics in this path

Excel for Accounting

Invoices, bank reconciliations, ledgers, aging reports, budgets, variance checks, and accounting-ready workbook controls.

View subtopics All topics

=SUBTOPICS

What to learn inside Excel for Accounting

Each item pairs the learning structure with curated public YouTube resources where available, so learners can move from outline to video practice quickly.

01Beginner

Invoice trackers

Track invoice numbers, customers, due dates, paid status, and overdue balances.

QUICK NOTES

One row per invoice with columns for invoice #, customer, issue date, due date, amount, and paid status keeps SUMIFS/COUNTIFS reporting simple later.
Add an =IF(TODAY()>[Due Date], "Overdue", "OK") helper column to flag late invoices instead of checking dates by eye.
Use a Table (Ctrl+T) for the log so new rows automatically extend any SUMIFS ranges and formulas built on it.

02Intermediate

Bank reconciliation

Compare bank exports with internal records using formulas, filters, and checks.

QUICK NOTES

Put bank-statement lines and internal ledger lines in separate columns, then use XLOOKUP or a helper key to match them by date and amount.
Anything left unmatched on either side is the reconciling-items list -- outstanding checks, deposits in transit, or bank fees not yet recorded.
SUMIF both sides for the same period and compare totals as a sanity check before trusting the line-by-line match.

03Intermediate

Aging reports

Group receivables or payables by due-date bands and outstanding amounts.

QUICK NOTES

Use a helper column with =TODAY()-[Due Date] to get days overdue, then bucket it with IFS or a lookup table into bands (0-30, 31-60, 61-90, 90+).
SUMIFS by customer and by aging band gives the classic aging-report grid without a PivotTable if a formula-driven version is needed.
Sort or filter by the oldest band first when reviewing -- that's usually what needs attention, not the newest invoices.

04Intermediate

Budget vs actual variance

Compare budgets, actuals, differences, and percentages for monthly reviews.

QUICK NOTES

Lay budget and actual side by side per line item, with variance = actual - budget and variance % = variance / budget so both direction and scale are visible.
Use conditional formatting (a red/green icon set) on the variance % column so the biggest misses are the first thing a reviewer sees.
Watch for #DIV/0! on variance % when budget is zero -- wrap it in IFERROR or IF(budget=0, "", ...) before sharing the report.

=PREVIEW

Excel in action: Excel for Accounting

Real Excel screenshots showing what this topic looks like in practice.

SUMIFS for conditional totals in accounting

=VIDEOS

YouTube resources for Excel for Accounting

video / Intermediate

Excel for Finance and Accounting Full Course Tutorial (3+ Hours)

Learn Skills Daily

Extracted from saved YouTube search results - titled "for Finance and Accounting", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

Excel for Finance and Accounting Beginner Tutorial

Learn Skills Daily

Extracted from saved YouTube search results - titled "for Finance and Accounting Beginner", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

Excel for Finance and Accounting Full Course Tutorial (3+ Hours)

Learn Skills Daily

Extracted from saved YouTube search results - titled "for Finance and Accounting", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

How to automate Accounting Ledger, Trial Balance, Income Statement, Balance Sheet in Excel

EXCEL DOERS

Extracted from saved YouTube search results - titled "How to automate Accounting Ledger, Trial Balance, Income Statement,...", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

How to Automate Accounting Ledger, Trial Balance, Income Statement, and Balance Sheet in Excel

Ayotunde Ajibola

Extracted from saved YouTube search results - titled "How to Automate Accounting Ledger, Trial Balance, Income Statement,...", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

Beginner Excel for Finance & Accounting Course Full Free Training

Ryan O'Connell, CFA, FRM

Extracted from saved YouTube search results - titled "Beginner for Finance & Accounting Training", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

How to Automate Accounting Ledger, Trial Balance, Income Statement, and Balance Sheet in Excel

Ayotunde Ajibola

Extracted from saved YouTube search results - titled "How to Automate Accounting Ledger, Trial Balance, Income Statement,...", filed under Excel For Accounting.

Open on YouTube

video / Intermediate

Stop Doing Manual Reconciliations in Excel: Use Power Query

Excel University

Extracted from saved YouTube search results - titled "Stop Doing Manual Reconciliations in Use Power Query", filed under Excel For Accounting for its Power Query coverage.

Open on YouTube

video / Intermediate