Excel/Spreadsheets

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

These sessions are very common for JilMac to use for NON-Credit training, but can be used for Credit Training in addition to Grading

Session 1 -

Introduce Myself & Class - what do the students want from the class Hardware - Look at the computers we will be working on Overview of Excel - handout Excel Basics Terminology - How do you know what all the new terms mean?

• http://Dictionary.com

• http://wikipedia.com

Common Software - Microsoft Excel 2007(Win), 2008(Mac), 2013, 2016

• • Email - Setup your Gmail account to access Spreadsheets in Google

  • Handouts VAL-Handouts

Computer - What are Windows? Refresher on arranging your Desktop

• • 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