Financial Modelling Handbook

Kenny Whitelaw-Jones

Update: model maintenance

Welcome to the new followers who joined after I posted about the Handbook in the Modeller's Miscellany. I admit to being a little nervous about opening up the Handbook to a broader audience. But I guess it's out there now! Thanks for joining! Since my last

Update: Modelling productivity pack

I think the finish line is in sight, although the list of placeholders on the table of contents seems to grow faster than the new links I'm adding. Here are the major additions since my last update: Productivity pack macros We've been pushing the productivity pack

How to find a balance sheet error

Your balance sheet doesn't balance. You've been staring at it for hours, trying to figure out why. It's time to stop randomly paging around the model, hoping to find the error and apply a structured approach to identifying the cause.

How to analyse model differences using Variance tabs

The output sheet helps analyse and understand differences between model runs at a high level. Sometimes, however, we need to see how differences change over time, in more detail, and on specific line items that may not even be on our output sheet.

Structured commenting and feedback for financial model review

Model review is essential for error reduction. For a review to be effective, we need to make it easy to leave comments in a model.

Complete list of productivity pack macro functions

Some references before you start: * Download the latest version of the macros * Guidance on setting up the macros * Customising the macros and changing the settings * Release notes for the latest version of the macros Hide / Unhide macros Ctrl+shift+7 The macros file is designed to run in the hidden

Range names needed for Productivity macros

In order to function correctly, there are a small number of cell ranges in the model that the Productivity Macros need to be able to use.

How to create a list of placeholders

It's time to address all the things we told ourselves we'd come back later and fix.

Q&A: How to customise formats on macro keystrokes.

Hi there! Thank you for sharing this and giving us options to change keystrokes. However, I'm wondering if it's possible to change color code? For example, I would like my numbers imported from other worksheet to be green. I guess I only need to change color

Why I'm writing in public

"If you wish you would take something more seriously, do it publicly… Social pressure forces you to up your game." - James Clear