Free course · Digital Business

Financial Management Starter

A free introduction to keeping a small organisation's money in order: bookkeeping, payroll and budgets, a simple income statement, tracking expenses and digital accounting tools.

Free · self-study · no certificate About 5 hours 2 modules · 5 lessons

What you will be able to do

  • Record daily income and expenses correctly
  • Prepare a simple monthly payroll and budget
  • Read a basic income statement and cash-flow picture

Who it's for

  • Small-business owners and cashiers
  • Finance and administration assistants

Before you start

Basic arithmetic and spreadsheet use.

Module 1 · about 120 minutes

Recording and Planning Money

Bookkeeping, payroll and budgets, and financial reports.

  • Keep a daily log
  • Prepare a simple report
  1. 1Lesson 1Basic Accounting Principles & Bookkeeping
  2. 2Lesson 2Payroll Management & Budget Preparation
  3. 3Lesson 3Financial Reporting & Cash Flow Management

Module 2 · about 80 minutes

Controlling Costs

Expense tracking and digital accounting tools.

  • Categorise expenses
  • Set up a chart of accounts
  1. 4Lesson 4Tracking Business Expenses
  2. 5Lesson 5Using QuickBooks, Excel & Wave Accounting
Final checkQuick Quiz — Financial Management BasicsTest what you learned with a short quiz, marked instantly.

Further learning

Want the full Financial Management & Digital Accounting program?

This free course is an introduction. The full program is taught live by an instructor, with practical assignments, assessments, projects and a certificate.

See the Financial Management & Digital Accounting program