Excel Budgeting Techniques

Excel Budgeting Techniques
K2E Canada Inc. presents a broad curriculum of technology-focused on-demand webinars. Participants who take these webinars will have the opportunity to learn from an award-winning team of instructors with literally hundreds of years of experience in helping professionals identify, address, and solve issues through the practical application of technology. Webinars address a variety of topics, including Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office.

NOTE: Course login details are normally sent to registrants within one week from date of registration.


Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets.


  • Performing regression analysis for forecasting
  • Using data tables for sensitivity analysis
  • Implementing linear programming with Goal Seek and Solver
  • Calculating moving averages automatically with built-in Excel functionality
  • Employing Scenario Manager for comparative budget reporting

Upon completing this course, you should be able to:

  • Differentiate between one-way and two-way data tables for forecasting revenues and expenses
  • Specify the four components of the regression equation
  • List some of the regression functions available in Excel
  • Describe the general procedure for using Solver in the budget process
  • Identify three automated methods of consolidating budget data

Good working knowledge of Excel
Program Level: Intermediate 
Advance Preparation: None 

Accounting and financial professionals involved in the budget process who want to use Excel more effectively

CPD: 2 Hours

4/1/2022 - 3/31/2023 11:59 PM