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Create a Financial Statement using Microsoft Excel

By the end of this project, you will be able to complete a financial statement with Microsoft Excel, composed of a transactions page, profit and loss statement, and balance sheet. You will learn how to enter your business transactions and interpret the data presented in the profit and loss statement. You will also learn about the components of a balance sheet and will have a better understanding of how a financial statement can be used to help track and present financial information for your company.

Status: Financial Accounting
Status: Balance Sheet
IntermediateGuided Project2 hours

Featured reviews

MS

5.0Reviewed Feb 21, 2025

Thank you Coursera and Thanks to the instructor for helping me in developing the skills which would be useful for my future.

ES

5.0Reviewed Jan 21, 2023

its an informative course especially for those who are enrolled in finance or business programs

AL

5.0Reviewed Jan 18, 2024

Easy to understand and practical. Even a college student can easily navigate with the instructions and formulas given. The instructor has clear voice and good to listen.

FM

5.0Reviewed Feb 27, 2023

very very useful project that every finance manager analyst should undergo this project

SR

5.0Reviewed Jan 9, 2025

Helpful to upskill my career. Thanks for this opportunity to enrolled me in this project.

RP

4.0Reviewed Nov 14, 2022

Although the content is quite basic, this course is fast to complete and the instructor is actually very good! Well done, Paula Del Rey!

NM

5.0Reviewed Jul 31, 2024

It's good to have as a beginner course for someone looking for a refresher on financial statements.

HT

4.0Reviewed Jun 27, 2024

the entries were very basic and very few, most of the statements portion was empty, but still I I learned a lot.

NG

5.0Reviewed Sep 10, 2023

This training was great and easy to follow when I thought it would be a little complicated.

AP

4.0Reviewed Jun 29, 2022

It is a simple course that you would understand with simple language (english). Very well constructed course. Good experience.

AB

5.0Reviewed Aug 28, 2025

Instructor was thorough and easy to understand. Great topic for those not using accounting software.

PW

5.0Reviewed Jan 11, 2023

This guided course was awesome in teaching me on how to input formula's into Microsoft Excel in creating financial statements.

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