Prices shown are original rates. Check our store for current discounts.
Visit the store
Skills · Excel for accounts and finance

Excel for Finance - Basics to Advanced

Learn Excel step by step, then do it yourself. Each lesson explains the idea and walks you through a worked example before you practise. You type real formulas on real finance data, such as GST invoices, EMIs, receivables ageing, payroll and project appraisal, and each answer is checked the moment you press Enter. The lesson and the practice sit on the same screen, so there's no switching between tabs. A full module shows you how to use AI tools to write formulas and how to catch their mistakes. It's one file that works offline.

What you get

  • 15 modules, from your first formula to a DCF valuation
  • A lesson before every exercise: plain explanation, step-by-step worked example and key points
  • 117 hands-on exercises on Indian finance data
  • Hands-on PivotTables, Goal Seek, Data Tables and Solver, plus graded charts, conditional formatting and data validation
  • Instant feedback that tells you exactly what's wrong, including a missing $ or a number typed where a cell reference should be
  • 10 finance case studies: loan schedule, depreciation, break-even, ratio analysis, GST invoice, receivables ageing, payroll, variance report, DCF and EOQ
  • 8 final challenges and a printable certificate of completion
  • Excel with AI: ready-to-copy prompts, and hands-on tasks where you turn an AI reply into a working formula and fix real AI mistakes. No AI is built into the file and you need no AI account.
  • 65 quiz questions on shortcuts, pivot tables, formatting, what-if analysis, error codes, Power Query and macros (as concepts) and safe use of AI
  • A practice spreadsheet with sheets, formatting, filters, charts and pivot summaries. Open your own Excel or CSV file, and save your work as a real Excel file. It is a light spreadsheet for learning, not a full copy of Excel.
  • Formula suggestions as you type, and a guide to 104 functions with finance examples
  • Separate profiles with an optional PIN, so people sharing a device each keep their own progress

Topics covered

PivotTables, Goal Seek, Data Tables, Solver, charts, conditional formatting, data validation, Power Query and macros (concepts), using AI for formulas, SUM to SUMPRODUCT, absolute and mixed references, IF, AND, OR, IFS, IFERROR, SUMIFS, COUNTIFS, VLOOKUP, XLOOKUP, INDEX/MATCH, text cleaning (GSTIN and PAN), dates (ageing, EMI dates, financial year), PMT, FV, PV, RATE, NPV, IRR and XIRR.

Who it's for

Commerce students, CA, CMA and CS students, freshers preparing for jobs, junior accountants and small business owners. It's a good fit for complete beginners too.

Try before you buy

The free sample has Modules 1 and 2, three taster exercises (one from the AI module) and the practice spreadsheet. Opening your own files and saving as Excel are only in the full version. Your sample progress moves to the full version.

Good to know

  • Independent product. Made by 99DigiProStore, a new initiative by a qualified CMA. Microsoft Excel is a trademark of Microsoft Corporation. This product is not affiliated with or endorsed by Microsoft. ChatGPT, Gemini, Copilot and Claude are trademarks of their owners and are named only as examples.
  • A light learning spreadsheet. The practice spreadsheet is made for learning. It is not a full copy of Excel, and many advanced Excel features are not included. Use Excel or Google Sheets for your real work.
  • Works with your Excel. The formulas work in Excel 2021, Excel 365 and Google Sheets. A few, such as XLOOKUP and IFS, need newer Excel, and the lessons show the older way too.
  • Not included. Power Query and macros are explained with a quiz, but the file can't run them. There are no videos; everything is read-and-do.
  • No promises about results. This course does not promise that you will become an Excel expert. It does not promise a job, a promotion or any exam result. Skill comes from regular practice, and this gives you a structured place to do it.
  • Examples, not advice. Companies, figures and rules in the exercises are made up for practice. They are not tax, legal or investment advice.
  • Certificate. It records course completion on your own device. It is not an accredited qualification.
  • Devices. Use a laptop or desktop (Chrome, Edge, Firefox or Safari) or an Android phone in Chrome. iPhones preview downloaded .html files without saving progress, so use a laptop there.
  • Personal use. One buyer, personal use. Please don't share or resell the file.
  • All sales are final. If the file is faulty, we fix it, replace it or refund you. See the refund policy.