11 Money Management Tools courses in Halstead

Remote training session for FreeAgent Accounting and Payroll software.

Remote training session for Sage Accounting and Payroll software.

Remote training session for Xero Accounting and Payroll software.

Remote training session for QuickBooks Accounting and Payroll software.

Our bespoke Xero Training sessions are designed to get your Xero working properly & showing you the correct information, and to save you time for the important things... Get Xero set up properly, working as it should, error free Fix all of your Xero issues, once & for all Learn how to deal with your transactions correctly Use reporting to understand how your business is performing Gain confidence using Xero Save oodles of time on your accounting every single day with our bespoke Xero Training!

Excel but different. Harness this most powerful tool but on a course tailored to your business and needs. Using case studies relevant to your business and often actual files your firm uses on a daily basis we embark on a voyage of discovery. This isn't a boring "watch what I do and copy" course. This is exciting, engaging, funny and enjoyable. Delegates will learn relevant skills but also, because of the delivery methods they will gain an increased enjoyment of using Excel and will retain and implement all of the material covered. They also have access to the trainer for an unlimited amount of time after the course to continue to grow their knowledge

Excel but different. Harness this most powerful tool but on a course tailored to your business and needs. Using case studies relevant to your business and often actual files your firm uses on a daily basis we embark on a voyage of discovery. This isn't a boring "watch what I do and copy" course. This is exciting, engaging, funny and enjoyable. Delegates will learn relevant skills but also, because of the delivery methods they will gain an increased enjoyment of using Excel and will retain and implement all of the material covered. They also have access to the trainer for an unlimited amount of time after the course to continue to grow their knowledge

* A series of hourly small group sessions where we look at different aspects of Excel * Duration: 1 hr sessions  Alternatively, we can do you one-to-one sessions, either via virtual classroom or in person at our training course. These are £25 per hour, or £100 for 5-hour blocks.

Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: * Nest formulas * Get the most from pivot tables * Use conditional formatting * Write array formulas * Explore the lookup functions * Calculate by criteria * Use 'goal seek' and 'scenario manager' for what-if analysis * Record macros 1 NESTING FORMULAS * Principles of nesting formulas together * Using IF with AND or OR to answer questions * Nesting an AND function in an IF * Nesting an OR function in an IF 2 ADVANCED PIVOT TABLE REPORTS * Grouping dates, numerical and text items * Running percentage analyse * Running analyses to compare data * Inserting Field calculations * Finishing off with a user-friendly dashboard 3 ADVANCED CONDITIONAL FORMATTING * Colour table rows based on criteria in it * Applying colour to approaching dates * Exploring the different rule types 4 LOOKUP FUNCTIONS * Going beyond the VLOOKUP function * Lookups that retrieve data from left or right * The versatile INDEX and MATCH functions * Retrieving data from columns with duplicates 5 CALCULATE BY CRITERIA * Using SUMIFS to sum by criteria * Finding an average by criteria with AVERAGEIFS * Use SUMPRODUCT to multiply then add different values 6 WHAT-IF ANALYSIS * Use Goal Seek to meet targets * Forecast reports with the Scenario Manager 7 RECORDING MACROS * Macro security * Understanding a Relative References macro * Recording, running and editing macros * Saving files as Macro Enabled Workbooks * Introduction to VBA code * Making macros available across workbooks * Add a macro button to the Quick Access toolbar

This one-day workshop is designed to give you an awareness of the fundamentals of Microsoft Excel and, in particular, to give you the confidence needed to efficiently create, edit and manage spreadsheets. This course will help participants: * Create tables * Use functions * Manage rows and columns * Write formulas * Manage sheets * Use content formats * Handle larger tables * Create reports and charts 1 CREATING A TABLE * Creating an Excel table from scratch * Wrapping text in cells * Speeding up data entry using AutoFill * Sorting columns 2 INSERTING FUNCTION * Inserting function calculators * Using AutoSum to sum numbers * Statistical calculations AVERAGE, MAX and MIN 3 TABLE ROWS AND COLUMNS * Inserting and deleting rows and columns * Adjusting multiple column widths and row heights * Hiding and unhiding rows and columns 4 FORMULA WRITING * The basics of formula writing * Understanding mathematical symbols * Using multiple mathematical symbols in a formula * When to use brackets * Troubleshooting calculation errors 5 MANAGING SHEETS * Inserting, renaming, moving and deleting sheets * Copying a worksheet to another file * Copying a table to another sheet 6 MANAGING CONTENT FORMATS * Applying data formats * Managing number formats * Controlling formats with the Format Painter 7 MANAGING LARGER TABLES * Applying freeze panes to lock tables when scrolling * Sorting on multiple columns * Using filters to extract table information 8 CREATING AND MODIFYING CHARTS * Creating a pie chart * Creating a column chart * Inserting chart titles and data labels * Controlling chart formatting * Changing chart types 9 PRINTING * Previewing and printing tables and charts * Modifying page orientation * Adjusting print margins * Printing a selection 10 CALCULATING WITH ABSOLUTE REFERENCE * The difference between a relative and absolute formula * Changing a relative formula to an absolute * Using $ signs to lock cells when copying formulas 11 PIVOT TABLES * Create a pivot table report * Insert a pivot chart into a report