Presenter:
Mayra Nunez-Frando, MBA | CETL Executive Assistant & Fiscal Operations Manager
Description:
As the academic year wraps and the summer heat kicks in, take the time to cool off by developing an Excel expense tracking system that monitors cost such as software license, equipment, office supplies and catering orders. Attendees will learn how to organize and categorize expenses, and use simple formulas and formatting tools to keep accurate records. By the end of the session, attendees will have a functional spreadsheet they can adapt to support their own budgeting needs.
By the end of the session, attendees will be able to:
- List key Excel components such as worksheets, the ribbon, the formula bar, and cells
- List key formulas commonly used in an expense tracker
- Identify common expense categories used in budget tracking and monitoring (e.g., software, equipment, supplies, catering)
- Practice using a simple Excel expense tracker with a provided template
