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Create a Financial Statement using Google Sheets
Jamie Schroeder
Jamie Schroeder
By the end of this project, you will be able to populate the Google Sheets Financial Statement Template and feel comfortable updating the different tabs on the Financial Statement Template. You will have a better understanding of how to use this tool to help track and present financial information for your company.
Read more
By the end of this project, you will be able to populate the Google Sheets Financial Statement Template and feel comfortable updating the different tabs on the Financial Statement Template. You will have a better understanding of how to use this tool to help track and present financial information for your company.
Read more
By the end of this project, you will be able to populate the Google Sheets Financial Statement Template and feel comfortable updating the different tabs on the Financial Statement Template. You will have a better understanding of how to use this tool to help track and present financial information for your company.
Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.
Register for this course and see more details by visiting:
OpenCourser.com/course/fs3jbd/create
What's inside
Syllabus
Using Google Sheets to Create a Financial Statement
By the end of this project, you will be able to populate the Google Sheets Financial Statement Template and feel comfortable updating the different tabs on the Financial Statement Template. You will have a better understanding of how to use this tool to help track and present financial information for your company.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Develops professional skills and expertise in financial analysis and reporting
Helps learners become proficient in using Google Sheets, an industry-standard tool for financial management
Builds a strong foundation in financial reporting
Note that it best suits learners in the North American region
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Save Create a Financial Statement using Google Sheets to your list so you can find it easily later:
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Reviews summary
Finance mastery sheets
According to students, this course delivers an easy-to-understand overview of how to construct a financial statement in Google Sheets. Positive feedback for this course emphasizes the convenience of working in Google Sheets, where students can create a shareable and editable worksheet from any device. However, a recurring complaint is that the course relies on a Xero template that is no longer available. This missing template has prevented some students from completing assignments and reduced their confidence in the course.
Convenience of using Google Sheets to create and share financial statements.
"best for user-friendly processing with gsheets"
"shareable and editable from any smartphone device or PC"
Course provides an easy-to-understand overview of financial statements in Google Sheets.
"easy to understand that how to do the financial statement on sheets"
"gives a guided overview of how to build an online worksheet"
"great insights on accounting and presentation of Financial Information"
Course materials rely on a missing Xero template.
"Can't find the template."
"Unable to locate the template used"
"The template for the project was not available."
"Unable to even begin project due to course being out of date with Google Sheets."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Create a Financial Statement using Google Sheets with these
activities:
Review your understanding of basic financial concepts
Show steps
This course builds on basic financial concepts, so reviewing them will help ensure that you have a solid foundation.
Browse courses on
Financial Concepts
Show steps
-
Go over your notes or textbook from previous finance courses.
-
Take practice quizzes or problems to test your understanding.
Form a study group with other learners in the course
Show steps
Working with other learners can help you reinforce your understanding of the course material and gain different perspectives.
Show steps
-
Reach out to other learners in the course forums or discussion boards.
-
Set up a regular meeting time for your study group.
-
Discuss the course material, work on practice problems together, and quiz each other.
Solve practice problems on financial statement analysis
Show steps
Solving practice problems will help you improve your ability to analyze financial statements and identify key trends and insights.
Browse courses on
Financial Statement Analysis
Show steps
-
Find practice problems in the course materials or online.
-
Work through the problems step-by-step.
-
Check your answers and learn from your mistakes.
Three other activities
Expand to see all activities and additional details
Show all six activities
Write a blog post or article on a financial topic related to the course
Show steps
Writing a blog post or article on a financial topic related to the course will help you deepen your understanding of the material and share your knowledge with others.
Show steps
-
Choose a topic that you are interested in and that is relevant to the course.
-
Research the topic thoroughly.
-
Write a clear and engaging blog post or article.
Develop a financial plan for a new business venture
Show steps
Creating a financial plan for a new business venture will give you hands-on experience in applying the concepts and techniques you learn in this course.
Browse courses on
Financial Planning
Show steps
-
Identify the key financial assumptions for your business venture.
-
Develop a projected income statement, balance sheet, and cash flow statement.
-
Analyze the financial plan to identify potential risks and opportunities.
Volunteer at a non-profit organization that provides financial counseling or assistance
Show steps
Volunteering at a non-profit organization that provides financial counseling or assistance will give you practical experience in applying your financial knowledge and skills to help others.
Show steps
-
Research local non-profit organizations that provide financial counseling or assistance.
-
Contact the organization and inquire about volunteer opportunities.
-
Attend training and orientation sessions.
Review your understanding of basic financial concepts
Show steps
This course builds on basic financial concepts, so reviewing them will help ensure that you have a solid foundation.
Browse courses on
Financial Concepts
Show steps
Show steps
Show steps
- Go over your notes or textbook from previous finance courses.
- Take practice quizzes or problems to test your understanding.
Form a study group with other learners in the course
Show steps
Working with other learners can help you reinforce your understanding of the course material and gain different perspectives.
Show steps
Show steps
Show steps
- Reach out to other learners in the course forums or discussion boards.
- Set up a regular meeting time for your study group.
- Discuss the course material, work on practice problems together, and quiz each other.
Solve practice problems on financial statement analysis
Show steps
Solving practice problems will help you improve your ability to analyze financial statements and identify key trends and insights.
Browse courses on
Financial Statement Analysis
Show steps
Show steps
Show steps
- Find practice problems in the course materials or online.
- Work through the problems step-by-step.
- Check your answers and learn from your mistakes.
Three other activities
Expand to see all activities and additional details
Show all six activities
Write a blog post or article on a financial topic related to the course
Show steps
Writing a blog post or article on a financial topic related to the course will help you deepen your understanding of the material and share your knowledge with others.
Show steps
Show steps
Show steps
- Choose a topic that you are interested in and that is relevant to the course.
- Research the topic thoroughly.
- Write a clear and engaging blog post or article.
Develop a financial plan for a new business venture
Show steps
Creating a financial plan for a new business venture will give you hands-on experience in applying the concepts and techniques you learn in this course.
Browse courses on
Financial Planning
Show steps
Show steps
Show steps
- Identify the key financial assumptions for your business venture.
- Develop a projected income statement, balance sheet, and cash flow statement.
- Analyze the financial plan to identify potential risks and opportunities.
Volunteer at a non-profit organization that provides financial counseling or assistance
Show steps
Volunteering at a non-profit organization that provides financial counseling or assistance will give you practical experience in applying your financial knowledge and skills to help others.
Show steps
Show steps
Show steps
- Research local non-profit organizations that provide financial counseling or assistance.
- Contact the organization and inquire about volunteer opportunities.
- Attend training and orientation sessions.
Career center
Learners who complete Create a Financial Statement using Google Sheets will develop knowledge and skills
that may be useful to these careers:
Auditor
Auditor
Auditors examine financial records to ensure that they are accurate and reliable. They also provide assurance to investors and other stakeholders that a company's financial statements are accurate. This course can help Auditors develop the skills needed to audit financial statements. It can also help them understand the different types of financial information that are used by businesses.
Financial Analyst
Financial Analyst
Financial Analysts evaluate investment opportunities and make recommendations to individuals and organizations. They use mathematical and statistical techniques to analyze financial data and develop financial models. This course can help Financial Analysts build a foundation in financial statement analysis and modeling. It can also help them develop the skills needed to communicate financial information effectively.
Accountant
Accountant
Accountants prepare and examine financial records. They ensure that financial information is accurate and reliable. This course can help Accountants develop the skills needed to create and analyze financial statements. It can also help them understand the different types of financial information that are used by businesses.
Investment Banker
Investment Banker
Investment Bankers help companies raise money by selling stocks and bonds. They also advise companies on mergers and acquisitions. This course can help Investment Bankers develop the skills needed to analyze financial statements. It can also help them understand the different types of financial information that are used by businesses.
Financial Manager
Financial Manager
Financial Managers plan and control the financial activities of an organization. They make decisions about how to invest money, how to finance operations, and how to manage risk. This course can help Financial Managers develop the skills needed to create and analyze financial statements. It can also help them understand the different types of financial information that are used by businesses.
Personal Financial Advisor
Personal Financial Advisor
Personal Financial Advisors help individuals and families manage their finances. They provide advice on investments, retirement planning, and other financial matters. This course can help Personal Financial Advisors develop the skills needed to analyze financial statements. It can also help them understand the different types of financial information that are used by individuals and families.
Commercial Banker
Commercial Banker
Commercial Bankers provide loans and other financial services to businesses. They also advise businesses on financial matters. This course can help Commercial Bankers develop the skills needed to analyze financial statements. It can also help them understand the different types of financial information that are used by businesses.
Budget Analyst
Budget Analyst
Budget Analysts develop and manage budgets for government agencies and other organizations. They make decisions about how to allocate resources and track spending. This course can help Budget Analysts develop the skills needed to create and analyze financial statements. It can also help them understand the different types of financial information that are used by businesses.
Financial Planner
Financial Planner
Financial Planners help individuals and families plan for their financial future. They provide advice on investments, retirement planning, and other financial matters. This course may be useful for Financial Planners who want to develop a deeper understanding of financial statement analysis and modeling.
Tax Accountant
Tax Accountant
Tax Accountants prepare and file tax returns for individuals and businesses. They also provide advice on tax planning and compliance. This course may be useful for Tax Accountants who want to develop a deeper understanding of financial statement analysis and modeling.
Insurance Agent
Insurance Agent
Insurance Agents sell insurance policies to individuals and businesses. They also provide advice on insurance coverage and claims. This course may be useful for Insurance Agents who want to develop a deeper understanding of financial statement analysis and modeling.
Risk Manager
Risk Manager
Risk Managers identify, assess, and manage risks for businesses. They develop strategies to mitigate risks and protect the company's assets. This course may be useful for Risk Managers who want to develop a deeper understanding of financial statement analysis and modeling.
Investment Manager
Investment Manager
Investment Managers manage investment portfolios for individuals and organizations. They make decisions about what stocks and bonds to buy and sell. This course may be useful for Investment Managers who want to develop a deeper understanding of financial statement analysis and modeling.
Financial Consultant
Financial Consultant
Financial Consultants provide advice to businesses on financial matters. They help businesses develop financial plans, raise capital, and manage risk. This course may be useful for Financial Consultants who want to develop a deeper understanding of financial statement analysis and modeling.
Economist
Economist
Economists study the economy and make predictions about its future performance. They also develop policies to address economic problems. This course may be useful for Economists who want to develop a deeper understanding of financial statement analysis and modeling.
For more career information including salaries, visit:
OpenCourser.com/course/fs3jbd/create
Reading list
We've selected ten books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Create a Financial Statement using Google Sheets.
Provides a comprehensive overview of financial reporting and analysis. It valuable resource for anyone who wants to learn more about how financial statements are prepared and used.
Provides a practical guide to financial statement analysis. It good choice for business professionals who want to learn how to use financial statements to make better decisions.
Classic guide to investing. It good choice for anyone who wants to learn more about how to invest wisely.
Comprehensive guide to security analysis. It good choice for investors who want to learn more about how to analyze stocks and bonds.
Save
Provides a comprehensive overview of cost accounting. It good choice for students who are planning to pursue a career in accounting or finance.
Provides a practical guide to managerial accounting. It good choice for business professionals who want to learn how to use accounting information to make better decisions.
Save
Provides a comprehensive overview of auditing. It good choice for students who are planning to pursue a career in accounting or auditing.
Provides a comprehensive overview of investments. It good choice for students who are planning to pursue a career in finance.
Provides a comprehensive overview of options, futures, and derivatives. It good choice for students who are planning to pursue a career in finance.
Provides a comprehensive overview of international financial management. It good choice for students who are planning to pursue a career in international business.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/fs3jbd/create
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Effort
1 week of study, 2 hours
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Jamie Schroeder
Language
English
Good to know
Develops professional skills and expertise in financial analysis and reporting
Helps learners become proficient in using Google Sheets, an industry-standard tool for financial management
Builds a strong foundation in financial reporting
Note that it best suits learners in the North American region
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