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January 12, 2022

Cash Flow Statement: Review & Feature, Fix or Focus Request [Gold & Silver]


Hello Members,

The training we have for this week that I have shared with you was about the Cash Flow Statement. If you have not seen it yet, you can view it right here on YouTube.

Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.

So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?

Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.

I am looking forward to hearing from you and thanks so much for your support.  

Regards,
Randy

Comments (2)

M
Miguel · January 12, 2022

Hello Randy, Great training!. I have attended numerous meeting where data like this is presented and always comes out questions such as "why something changed", "what was the reason for the increase or reduction?". A great addition to this spreadsheet would be to add a notes field to every transaction and show popups on the yearly and monthly summary with a table of the changes. Even better If accompanied with a waterfall chart. I hope is not too much to ask

E
Excel For Freelancers · January 12, 2022

Very interesting idea Miguel. I am not sure if i can add all of that but I think some of that makes a ton of sense. Let me see what i can do for the Feature, Fix or Focus video & trianing. Thanks again.