Training area

Finance & Bookkeeping

Keeping money organised: bookkeeping basics, invoices, budgets, cash flow and reading simple financial reports.

Area status: PlannedStarter → Proficient

Designed and scheduled, not yet being built.

At a glance

  • 3 training programmes
  • Levels: Starter → Proficient
  • Used in 7 seed pathways
  • 6 skills

Training in this area

3 training programmes

Each programme shows its own status. Planned modules are an outline and may change before they are built and reviewed.

Status: PlannedStart here

Bookkeeping Basics

Keep money organised: record income and expenses, create invoices and receipts, and produce a simple monthly summary.

  • Level range: Starter → Capable
  • 7 related pathways

Planned modules

  1. Why records matter
  2. Income and expenses
  3. Invoices and receipts
  4. A simple monthly summary

What you’ll practise

  • Recording a month of transactions
  • Creating an invoice and a receipt

Skills

  • Bookkeeping basics
  • Invoicing and receipts
  • Spreadsheet basics

Best after: Business Foundations

Status: Planned

Budgets & Cash Flow

Build a simple budget, track against it and plan for months when income is irregular.

  • Level range: Starter → Capable
  • No related pathway yet

Planned modules

  1. A simple budget
  2. Tracking against the budget
  3. Cash-flow tracking
  4. Planning for irregular income

What you’ll practise

  • Building and reviewing a budget
  • Planning for an irregular month

Skills

  • Budgeting
  • Cash-flow basics

Best after: Bookkeeping Basics

Status: Coming later

Reading Financial Reports

Read the three main financial statements and ask your accountant or manager the right questions.

  • Level range: Capable → Proficient
  • No related pathway yet

Planned modules

  1. The income statement
  2. The balance sheet
  3. The cash-flow statement
  4. Questions to ask your accountant

What you’ll practise

  • Explaining a simple income statement
  • Spotting a warning sign in a cash-flow statement

Skills

  • Reading simple financial reports

Best after: Bookkeeping Basics

Also relevant

These programmes belong to another area but are useful here. They are taught once, in one place.

Status: Planned

Spreadsheet Foundations

Build tidy, reliable spreadsheets: entering and formatting data, simple formulas, sorting and filtering, using examples from your own kind of work.

Planned modules

  1. Rows, columns and cells
  2. Entering and formatting data
  3. Simple formulas
  4. Sorting and filtering
  5. A tidy, readable sheet

What you’ll practise

  • Building a small list with totals
  • Fixing a broken formula
  • Sorting and filtering a list

Skills

  • Spreadsheet basics
  • Spreadsheet formulas

Best after: Digital Foundations

Examples adapt to your work: the same skills, with examples for farmer, office administrator, business owner.

Who it’s for

Professions, goals and skill families

Before you start: some programmes here build on Business & Entrepreneurship.

Related pathways

Pathways that use this training

Worked out automatically from the training each pathway stage uses.

Current availability

Planned

  • PlannedDesigned and scheduled, not yet being built. 2 training programmes
  • Coming laterOn the roadmap for a later stage. 1 training programmes

Nothing is shown as available before it has been reviewed and approved for learners. See all training.

Help me choose

Not sure what you need?

Tell us where you are now and what you want to achieve. We’ll show the pathways and training that fit.

Launch updates

Hear when Finance & Bookkeeping opens

Training opens in stages as it is built and reviewed. Join the launch list to hear first.

Get notified