Automating Your Business with Excel Formulas

This class focuses on moving from manual tracking to automation. Small business owners will learn how to use formulas to reduce errors, save time, and make their spreadsheets work for them.

Participants will build on the workbook created in Class 1 by adding formulas that automatically total income and expenses, categorize transactions, flag problems, and pull information from other sheets. Topics include understanding cell references, using logical formulas to create “if this, then that” rules, creating drop-down menus for consistency, and applying conditional formatting to highlight important information.

By the end of this class, participants will have an automated expense and profit tracking system that updates itself, and the skills to customize Excel for their specific business needs.