The Ultimate Excel Accounting Dashboard – Full Course

Drowning in messy spreadsheets and scattered financial reports?
If building a proper accounting dashboard feels overwhelming or too "technical," you're going to love this.

In this training, I’ll walk you through how to create 4 essential accounting reports from scratch—Profit & Loss, Balance Sheet, Cash Flow Statement, and Trial Balance—all wrapped into a sleek, easy-to-use Excel dashboard. And yes, we’ll keep the VBA minimal and the process beginner-friendly.

In This Video, You’ll Learn:
✓ How to build a full accounting dashboard from a blank sheet
✓ Create 4 core reports every accountant or business needs
✓ Design 1-click reports for fast, professional outputs
✓ Use simple VBA to automate just the essential steps
✓ Follow a clear, step-by-step process from start to finish

👇𝐃𝐎𝐖𝐍𝐋𝐎𝐀𝐃 𝐓𝐇𝐈𝐒 𝐖𝐄𝐄𝐊'𝐒 𝐖𝐎𝐑𝐊𝐁𝐎𝐎𝐊 𝐓𝐄𝐌𝐏𝐋𝐀𝐓𝐄 𝐇𝐄𝐑𝐄:

𝐆𝐄𝐓 𝐀𝐍 𝐔𝐏𝐃𝐀𝐓𝐄𝐃 𝐓𝐑𝐀𝐈𝐍𝐈𝐍𝐆 𝐀𝐍𝐃 𝐓𝐄𝐌𝐏𝐋𝐀𝐓𝐄 𝐖𝐈𝐓𝐇 𝐓𝐇𝐄 𝐅𝐎𝐋𝐋𝐎𝐖𝐈𝐍𝐆 𝐅𝐄𝐀𝐓𝐔𝐑𝐄𝐒:
⭐️ General Ledger Report Added
⭐️ Print Selected Report
⭐️1 Click Print All Reports
⭐️1-Click Email Report

🛠 𝐍𝐄𝐄𝐃 𝐇𝐄𝐋𝐏?

𝐄𝐗𝐂𝐄𝐋 𝐂𝐎𝐔𝐑𝐒𝐄𝐒:

𝐄𝐗𝐂𝐄𝐋 𝐏𝐑𝐎𝐃𝐔𝐂𝐓𝐒:

Timestamps:
0:00 –Introduction
0:40– Overview
04:46–Designing Main sheet
04:49–Profit and loss Report
22:36–Balance sheet Report
32:08–Cash flow Report
41:11–Trial Balance Report
47:22–Additional formatting
49:00–Adding charts
1:08:28–Use VBA dashboard Macros
1:09–Hide all Reports
1:15:42–Profit and loss
1:19:18–Balance sheet
1:20:34–Cash Flow
1:21:25–Trial balance

𝐅𝐨𝐥𝐥𝐨𝐰 𝐌𝐞 𝐎𝐧 𝐌𝐲 𝐒𝐨𝐜𝐢𝐚𝐥 𝐌𝐞𝐝𝐢𝐚 𝐀𝐜𝐜𝐨𝐮𝐧𝐭𝐬:

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬:
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New Training Video Uploaded Every Tuesday And Saturday!

𝙏𝙝𝙖𝙣𝙠 𝙮𝙤𝙪 𝙫𝙚𝙧𝙮 𝙢𝙪𝙘𝙝 𝙛𝙤𝙧 𝙮𝙤𝙪𝙧 𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙚𝙙 𝙨𝙪𝙥𝙥𝙤𝙧𝙩,
Randy Austin

#AccountingDashboard #ExcelAccounting #ExcelForAccountants #ProfitAndLossExcel #CashFlowStatement #AccountingWithExcel #ExcelFinancialReports #ExcelReports #BalanceSheetExcel #TrialBalance

[joemanflyer]

I’m an accountant and this is probably one of the best accounting dashboards I’ve ever seen!!

[devesh]

I have learned a lot from your videos and I do always try to make your projects myself as per my own needs as a practice and everytime I think that nothing more can be done in Excel you do come up with a suprise. You are a true "Guru". Thanks for sharing your vast knowledge with us.

[AbdulHakim-qwiv]

Great explanation, really helps to understand clearly, thank you so much

[MohamedMahmoud-erns]

It is clear that it is a wonderful project, as we are always used to from you. You cannot imagine how excited I am for this wonderful event.

[alexrosen]

Wow! More financial tutorials like these please 🙏

[rubyssparetime]

Thank you so much for your tutorial, I learn a lot from your videos

[ramarisonandry]

One of the most usefull tutorial ever, thank you

[climb]

Wow this is amazing...
You know sir, , , That speed is inherent we will not compel You slow it down every single second instead we will reduce playback speed to .80.
Okay...
Watching it from Pakistan and its been

[createistudyo]

Your fan since 2020 ❤..Thank you so much ❤

[crimsonk]

This training looks be another great installment in my VBA learning.

[gayustambunan]

Another high quality training on the way.🏆🏆

I can't wait

[TalhaMajeed-ig]

Hi Sir, you are doing great, I am waiting from Pakistan❤.

[mtaufikhidayat]

Hi Randy, thank you so much for this video

[keitamoussa]

Waouh can't wait, thanks so much Randy.

[TalhaMajeed-ig]

Hi Sir, you are doing great, I am waiting from Pakistan.

[lkpbd]

Hi sir you are doing great I am watching from Bangladesh

[Peerwazifaofficial]

This is really such an amazing video and knowledge that you are sharing with us
Sir could you please explain about VBA what is the use and how to start with the basics I really need to understand
I will be thankful to you if you could help me with that

[youngprof]

Nice tutorial. But sir the images are blurred.. I humbly suggest you find a, way better for the pictures to be of high quality so once will easily follow up with the worksheet.
My humble opinion sir

[SuperMaiyo]

Excellent Dashboard
How can I filter the statements on a monthly basis?

[hra]

I'm intended to take this lecture tomight some time. But the factor I'm afraif of is VBA, I never use it before nor I know its ABC even. Should I still consider it beneficial?