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Finance in Excel, Google Sheets and Power BI, explained step by step, with a free template in every tutorial. Here is the quickest way to get value from this site.

1

New to finance spreadsheets?

Start with a monthly budget planner or a weekly expense tracker. They teach the basic structure every finance sheet uses: inputs, calculations and a summary.

2

Running a small business?

Build a profit and loss statement first, then a cash flow forecast. Together they answer the two questions that matter most: am I profitable, and will I have cash next month?

3

Want to model and forecast?

Move on to break-even analysis, pricing and budget forecasting models, then a full financial model.

4

Want dashboards?

Turn your numbers into a cash flow or expense dashboard in Excel, Google Sheets or Power BI.

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The Margin Sheet

Finance in Excel, Google Sheets and Power BI, explained step by step, with a free template in every tutorial.