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所在平台: Udemy |
课程主页: https://www.udemy.com/course/money-in-excel-income-tax-sch-c-personal-financials/
课程评论：没有评论
课程名称：Excel中的财务管理 - 收入税表C及个人财务 课程概述： “Excel中的财务管理”是一款由微软提供的Excel模板，其功能与许多会计软件（如QuickBooks）相似，具有银行连接功能，可以直接从金融机构下载财务数据。该模板适用于构建小型企业收入报表，这在准备收入税申报表C（经营收入或损失）时非常有用。此外，Excel中的财务管理模板还可以作为QuickBooks等会计软件的补充工具。许多小型企业使用QuickBooks记录财务交易并构建财务报表，但较少个人使用财务会计软件来处理个人财务，而这正是Excel中的财务管理能够实现的功能。 与传统的财务会计软件不同，Excel中的财务管理能够直接从金融机构获取资产负债表数据，并将其集中在一个位置，包括支票账户余额、储蓄账户余额、证券账户余额、信用卡余额、贷款余额和抵押贷款余额等。传统会计软件通常不会直接从金融机构提取资产负债表余额，而是通过双重记账系统构建期末余额，并使用银行对账工具比较账面余额与机构余额。 本课程将讲解如何访问Excel中的财务管理模板并将其连接到金融机构，以下载财务数据。学员将通过一个实践案例进行学习，假设我们是一家小型企业，想要为年末的收入税准备构建所需的收入报表，并与使用传统会计软件（如QuickBooks）的方法进行比较。接下来，将探索使用Excel中的财务管理构建个人资产负债表，并比较使用传统会计软件的过程。课程还将涵盖Excel中的财务管理提供的其他功能，包括预算选项和经常性交易的处理。 课程大纲：无
Money in Excel is an Excel template provided by Microsoft that has bank connectivity similar to many accounting software applications such a QuickBooks, bank connectivity allowing for the download of financial data directly from the financial institutions.Money in Excel can be used to construct a small business income statement which could be useful when preparing an income tax return Schedule C Profit or Loss From Business.The Money in Excel template can also be used to complement accounting software such as QuickBooks. For example, many small businesses use accounting software like QuickBooks to record financial transactions and construct financial statements for their business. However, far fewer use financial accounting software to fulfill the same functions for their individual finances, a task that may be accomplished with Money in Excel.Unlike financial accounting software, Money in Excel will also bring in balance sheet data directly from our financial institutions and put it in one location, balance sheet data like checking accounting balances, savings accounting balances, brokerage account balances, credit card balances, loan balances, and mortgage balances.Accounting software like QuickBooks does not generally pull balance sheet balances directly from financial institutions because accounting software is designed to construct the ending balances using the double entry accounting system. Once the balance sheet balances have been constructed traditional accounting software will compare our book balance to the institution balance using tools such as bank reconciliations.This course will cover how to access the Money in Excel template and connect it to financial institutions, downloading financial data.We will work through a practice problem, imagining we are a small business wanting to construct an income statement needed for our income tax preparation at year end, income tax reported on a Schedule C Profit or Loss From Business Form. As we work the practice problem, we will compare the process to what may be done using traditional accounting software like QuickBooks.We will then investigate construction of a personal balance sheet using Money in Excel, comparing how the process may be done using traditional accounting software.The course will also cover other functions provided by Money in Excel including budgeting options and recurring transactions.
