For bookkeeping, accounts or finance support work, or accounting study.
Excel for finance and accounting
The everyday money math: growth and share of total, rounding, running totals, conditional totals, month-end dates, margin and markup, tier lookups and loan payments.
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The lessons, in order
Each one takes about 10 minutes. One is free; the rest are in the full course.
- 1
Percent change and percent of total
In the full course. Beginner · 10 min
Work out how much each line grew since last year, and what share of the total it makes up.
See the lesson - 2
ROUND, ROUNDUP and ROUNDDOWN
In the full course. Beginner · 10 min
Round the stored value, not just the display, so totals match what people see, and round up, down or to the nearest hundred or thousand.
See the lesson - 3
Running totals
In the full course. Confident · 9 min
Show a running total that grows row by row with one SUM formula whose range starts at a locked first row.
See the lesson - 4
SUMIF and COUNTIF
In the full course. Confident · 12 min
Total and count only the rows that match a condition, and copy the formula down without breaking its ranges.
See the lesson - 5
SUMIFS and COUNTIFS with several conditions
In the full course. Confident · 11 min
Total and count the rows that pass several conditions at once, including a date range, with SUMIFS and COUNTIFS.
See the lesson - 6
Add months with EDATE and EOMONTH
In the full course. Confident · 10 min
Add or subtract whole months with EDATE, and jump to the end of a month with EOMONTH, for renewals, deadlines and month-end billing.
See the lesson - 7
Profit margin and markup
In the full course. Confident · 11 min
Work out markup and profit margin from cost and price, tell them apart, and set a price that hits a target margin.
See the lesson - 8
Percentage increase and decrease
In the full course. Confident · 9 min
Raise or lower prices by a percentage with one formula, and know why the same percentage up and down doesn't cancel out.
See the lesson - 9
Look up a price with VLOOKUP and XLOOKUP
Free · Confident · 11 min
Bring each order's price over from a price list with VLOOKUP or XLOOKUP, and avoid the missing-FALSE trap.
Start the lesson - 10
Approximate match: tax brackets and commission tiers
In the full course. Advanced · 10 min
Look up which tier or bracket a number falls in with an approximate-match VLOOKUP or XLOOKUP on a sorted table.
See the lesson - 11
Loan payments with PMT
In the full course. Confident · 10 min
Work out a loan's monthly payment with PMT, convert the annual rate and term to months, and show the payment as a positive amount.
See the lesson
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See the pathGet the full course
Every lesson in the Excel course, with new lessons added as they're written.
- All 217 Excel lessons open today, and every new one as it's written.
- The Roadmap, Skills and all eight paths.
- A cheat sheet for every lesson you finish.
- At checkout, add the Google Sheets course for US$49.