Course curriculum

  • 1

    Introduction

    • 1. What to Bring to Class

    • 2. Getting your Spreadsheet
  • 2

    Setting Up Your Tracking Spreadsheet

    • 4. Setting up: Drop-Down Data Validation Sheet

    • 5. Setting up Member Registration for Fall and Spring

    • 6. Setting up Budget Buckets for Effective Financial Management

    • Need Help?

    • 7. Setting up Your Budget Overview Page for Board Meetings

    • 8. Setting up Your Bank Accounts Tab for Financial Tracking
  • 3

    Reimbursement Form

    • 9. Creating and Managing the Reimbursement Request Form
  • 4

    Data Entry

    • 10. Data Entry for Seamless Record Keeping
  • 5

    Separate Sheets for Mentors to view

    • 11. Creating Live Budget Spreadsheets for the Junior and the Scholar Mentors