11 Money Management Tools courses in Margate

Remote training session for Sage Accounting and Payroll software.

Remote training session for FreeAgent Accounting and Payroll software.

Remote training session for QuickBooks Accounting and Payroll software.

Remote training session for Xero 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 course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared. This course will help participants: * Calculate with absolute reference * Group worksheets * Link to tables * Use the function library effectively * Get to grips with the logical IF function * Use conditional formatting * Create pivot table reports * Use data validation * Master the VLOOKUP function 1 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 2 GROUPING WORKSHEETS * Grouping sheets together * Inputting data into multiple sheets * Writing a 3D formula to sum tables across sheets 3 LINKING TO TABLES * Linking to a source table * Using paste link to link a table to another file * Using edit links to manage linked tables 4 THE FUNCTION LIBRARY * Benefits of writing formulas in the function library * Finding the right formula using insert function * Outputting statistics with COUNTA and COUNTBLANK * Counting criteria in a list with COUNTIFS 5 LOGICAL IF FUNCTION * Outputting results from tests * Running multiple tests for multiple results * The concept of outputting results from numbers 6 CONDITIONAL FORMATTING * Enabling text and numbers to standout * Applying colour to data using rules * Managing rules * Copying rules with the format painter 7 VIEW SIDE BY SIDE * Comparing two Excel tables together * Comparing two sheets together in the same file 8 PIVOT TABLE REPORTS * Analysing data with pivot tables * Managing a pivot table's layout * Outputting statistical reports * Controlling number formats * Visualising reports with pivot charts * Inserting slicers for filtering data 9 DATA VALIDATION * Restricting data input with data validation * Speeding up data entry with data validation 10 VLOOKUP FUNCTION * Best practices for writing a VLOOKUP * A false type lookup * A true type lookup * Enhance formula results with IFNA 11 PRINT OPTIONS * Getting the most from print * Printing page titles across pages * Scaling content for print