The Ultimate Excel Accounting Dashboard – Full Course

4 months ago
36

Drowning in messy spreadsheets and scattered financial reports?
If building a proper accounting dashboard feels overwhelming or too "technical," you're going to love this.

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In this training, I’ll walk you through how to create 4 essential accounting reports from scratch—Profit & Loss, Balance Sheet, Cash Flow Statement, and Trial Balance—all wrapped into a sleek, easy-to-use Excel dashboard. And yes, we’ll keep the VBA minimal and the process beginner-friendly.

In This Video, You’ll Learn:
✓ How to build a full accounting dashboard from a blank sheet
✓ Create 4 core reports every accountant or business needs
✓ Design 1-click reports for fast, professional outputs
✓ Use simple VBA to automate just the essential steps
✓ Follow a clear, step-by-step process from start to finish

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Timestamps:
0:00 –Introduction
0:40– Overview
04:46–Designing Main sheet
04:49–Profit and loss Report
22:36–Balance sheet Report
32:08–Cash flow Report
41:11–Trial Balance Report
47:22–Additional formatting
49:00–Adding charts
1:08:28–Use VBA dashboard Macros
1:09–Hide all Reports
1:15:42–Profit and loss
1:19:18–Balance sheet
1:20:34–Cash Flow
1:21:25–Trial balance

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Randy Austin

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