The 2023 Complete Tax Preparation Bundle

118 Enrolled
11 Courses & 59 Hours
You save 83%

What's Included

Money in Excel: Income Tax Sch. C & Personal Financials
  • Experience level required: All levels
  • Access 12 lectures & 2 hours of content 24/7
  • Length of time users can access this course: Lifetime

Course Curriculum

12 Lessons (2h)

  • Your First Program
  • Introduction
  • Create Excel Worksheet and Link to Financial Institution
  • Sort Transactions Data & Add Categories
  • Income Statement Creation
  • Balance Sheet or Net Worth, Budget, & Recurring Transactions

Money in Excel: Income Tax Sch. C & Personal Financials

Robert SteeleRobert (Bob) Steele | CPA, CGMA, M.S. Tax, CPI
4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and a curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.


Money in Excel is an Excel template provided by Microsoft that has bank connectivity similar to many accounting software applications such a QuickBooks, bank connectivity allowing for the download of financial data directly from the financial institutions. This course will cover how to access the Money in Excel template and connect it to financial institutions, downloading financial data. The course will also cover other functions provided by Money in Excel including budgeting options and recurring transactions.

4.8/5 average rating: ★ ★ ★ ★

  • Access 12 lectures & 2 hours of content 24/7
  • Know what Money in Excel can be useful for
  • Set up the Money in Excel template
  • Connect Money in Excel to financial institutions
  • Add account or categories & subcategories to data
  • Sort business & personal data
  • Create an income statement that may be useful for taxes
  • Create a balance sheet or statement of net position
  • Use the Money in Excel budgeting template

"It's helped me when it comes to using money excel and generating income statement, linking bank statement use to generate report need in the business." – Angelica V.


Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: all levels
  • Have questions on how digital purchases work? Learn more here


  • Microsoft Office would be preferable


  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
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