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Surgent's Excel Budgeting Ideas

  • 10/21/2022
  • 9:00 AM - 11:00 AM
  • EXBI-2022-01-WEBNR-294-01


Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.Accounting professionals using Excel for Windows

Major Topics:

  • Set up an in-cell drop-down list of budget methods
  • Change the calculations in the cells based on the selected budget method 
  • Use names in worksheets
    • Be able to set up an in-cell drop down
    • Discover the function that enables us to change formulas depending on the budget method
    • Name cells and ranges
    Designed for: Accounting professionals using Excel for Windows

    Level: Basic

    Instructor: Jeff Lenning

    CPE Credits: 2

    Area of Study: Computer Software & Applications (2)

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