Spreadsheets were the 1st software application for personal computers.
Visicalc was the first spreadsheet written for the Apple II because it had enough memory
Lotus 123 - overtook Visicalc and became the number 1 spreadsheet in the world
Microsoft Excel - overtook Lotus when it began integrating Word, Excel and Access to work alike
Google Spreadsheets - integrated the Cloud or Cloud Computing
Email - Setup your Gmail account to access Spreadsheets in Google
Handouts VAL-Handouts
Moving Windows around on your computer screen
Going from one window to another window
Using Minimize, Maximize Close
What is the Difference Between a Number (1-9) and a Letter (A-Z) ??
https://drive.google.com/open?id=1wO4T1IZJSNWsxUavaBv7P-OPk2CDSq17gWJmRgqwNXE
Break - 10 min break approx 10:30am
Learn Accounting principals by learning Spreadsheets concepts
There are many ways to teach Accounting & Spreadsheets.
One way is to use a popular program like Quicken or QuickBooks, but that requires software to be purchased.
So I will use Excel & Google Spreadsheets to teach Accounting.
Concepts will include:
Create a worksheet (one page/tab of a spreadsheet) for Assets
Create a worksheet (one page/tab of a spreadsheet) for Expenses
Create a Worksheet (one page/tab of a spreadsheet) for Checking
Learn to POST - as checks are written - they are either:
Deducted from the Checking for
an expense
to purchase an asset
the appropriate Workpage (Asset or Expense) is updated
This is called: Double Entry Accounting
Deduct from the checking
Add to an expense or an asset
A Profit & Loss Statement worksheet will be created and maintained
A Journal Entries worksheet will be created and used for things such as:
Depreciation of an Asset
Interest for Savings
Appreciation of Property or Investments
HOMEWORK ... Print out your Assets, Expenses & Checking workshop pages
Write on the Assets paper - all the things you already have - or want to get for your business, write the name and the purchase price and year purchased
Write on the Expenses paper - all the expenses your Business has write the name of the Expense, What day of the month it is due, and how much is due
Write on the Checking paper - the name of the account, the balance, and the cost of checks, banking fees, deposits
Session 2 -
Review Excel Basics
Share samples of what you can create with Excel
Workshop1: Create a Spreadsheet - Let's crate our Company - Real or Imaginary
Workshop2: Create a Chart of Accounts (All assets/inventory and liabilities/payables your company has)
Workshop3: Save your spreadsheet to your hard drive and then UPLOAD it to Google Documents
HOMEWORK ... Print out your Assets, Expenses & Checking workshop pages with what you have added
Check to see if all the Assets are recorded - all the things you already have - or want to get for your business, write the name and the purchase price and year purchased
Check to see if all the Expenses paper - all the expenses your Business has write the name of the Expense, What day of the month it is due, and how much is due
Check to see if all the Checking paper - the name of the account, the balance, and the cost of checks, banking fees, deposits
Session 3 -
Overview of Excel - How are Word & Excel similar? How are they Different?
Workshop1: Get an Amortization Schedule - and do WHAT IF's for your LOANS
Open Excel
Click File > New
In the Search Microsoft Office Online for a template field
type "Amortization" and press enter
Select "Loan amortization schedule" and download
Workshop 2: Create a Formula, Create a Chart
Create a Profit & Loss statement for your Assets, Expenses & Checking (Cash on Hand) NOTE: if you don't have a Business then create an Imaginary One
Group all the Assets that are similar: Office Equipment=Computer, Printer, Phone, Camera, Desk; Supplies=Paper, Ink, etc.
Group all the Expenses that are similar: - Living, Office Rental, Supplies for each month
Group all the Checking that are similar: - Checking, Savings, Investment, Retirement
Create a Formula for all the ASSETS
Create a Formula for all the EXPENSES
Create a Formula for all the CASH on Hand
Workshop3: Create an Invoice, Using Excel Templates add your LOGO
Create a Generic Invoice for Ad-Hock billing
Create a Monthly Invoice for repeatable billing
Workshop4: Save your spreadsheet and Profit & Loss statement to your hard drive and then UPLOAD it to Google Documents
HOMEWORK ... Print out your Profit & Loss Statement pages & any Assets, Expenses or Cash-on-Hand that you have updated
Check to see if all the Assets are grouped correctly - all the things you already have - or want to get for your business, write the name and the purchase price and year purchased
Check to see if all the Expenses are grouped correctly - all the expenses your Business has write the name of the Expense, What day of the month it is due, and how much is due
Check to see if all the Checking are grouped correctly - the name of the account, the balance, and the cost of checks, banking fees, deposits
Session 4 -
Review Word & Excel Basics
Review the DEFAULTS of Word Processing -vs- Spreadsheets
Take final attendance - notify Eryn that it is complete to create certificates for everyone completing 3 of the 4 sessions
Discussions (dependent on the class interests)
Electrical Use: Create a Spreadsheet to compare Electrical Use for an appliance, a year, compare years
Business Plan: How could you take the Profit & Loss statement that we have been creating for the past 3 session and use it in a Business Plan.
Business Loan: By combining Word Processing and Spreadsheets - how can you prepare the documents you need to go to a Bank for a Business Loan?
Worksheet1: Review a detailed Expense Spreadsheet & Create your Own
Go to the VAL-Handouts on the left-navigation for Word+Excel Session 4
The Expense Spreadsheet is JilMac's Electric, Fuel, Water expenses for the last 10 years
This is an example of creating %percentages% - what percent above or below a previous year are expenses?
Worksheet2: Use an Excel Amortization Schedule
This is a sample of a spreadsheet you might be asked to enter information at work
- cells are protected
- you can only enter data in fields where you are allowed
- example of a completed form
Discuss the Art of Numbers - Thinking about GRAPHS - and the pictures you want to create!
Discuss how Google Documents & Spreadsheets are similar/different than Word & Excel
Discuss ways you can SAVE a document: .doc, .docs, pdf
Discuss ways you can SAVE a spreadsheet: xls, xlsx, csv,
Microsoft Office Compatibility Pack for Word, Excel & PowerPoint formats
Previously Taught with Word on: April 2011, July 2011, October 2011
with Google Spreadsheets on: Feb 2012 & June 2012
https://sites.google.com/site/jilmactraining/accounting-spreadsheets