Basic Budgeting Strategies with Google Sheets
5.0 (1 rating)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
13 students enrolled

Basic Budgeting Strategies with Google Sheets

Straightforward Money Management with Goal Setting and Google Sheets
5.0 (1 rating)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
13 students enrolled
Created by Brittani Ball
Last updated 11/2018
English [Auto-generated]
Current price: $37.99 Original price: $54.99 Discount: 31% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1 hour on-demand video
  • 6 articles
  • 7 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Students will be able to identify and create a money calendar to be integrated in their monthly budget.
  • Students will be able to build a realistic budget in 30 minutes or less using Google Sheets.
  • Students will be able to analyze their spending habits and adjust their monthly budget accordingly.
  • Be able to list your current expenses and example purchases you make in a week.
  • Basic understanding of Google Sheets such as completing tabs and creating new tabs.

Do you want a new budget system that actually works? Something that’s not complicated but is still effective? I had the same problem and tried all the apps, spreadsheet templates and even budget binders from mom bloggers on Pinterest. It was either too restrictive, lacking direction or was simply too complicated.

So what finally worked for me? Google Sheets.

In this course, you will learn how to use my Google Sheets template for creating a monthly budget. I created this template over a year ago and still use it for myself. I’ve taken my background in personal organization, non-profit financial management, and accounting knowledge to create something straightforward and effective.

The key to REAL budgeting is organizing your thoughts, setting goals, and monitoring your activity. In this course, you’ll learn how to do all of that for the ultimate personal financial management experience.

By the end of this course, you will be able to:

  • Set financial goals

  • Identify your wants and needs in your spending

  • Learn how to navigate my budget template

  • Create your monthly budget in 30 minutes or less

  • Analyze your daily spending to adjust to your financial goals

Not only will this course focus on developing your financial goals, but taking an in-depth look into the template and customizing it for your own personal finances. You’ll have a clear understanding of what you do with your money to reach your goals.

This course contains:

  • Short and straightforward instructional videos

  • Hands-on activities from the start

  • Downloadable content with lifelong access

  • Instructor support in customizing your budget from the template

  • Bonus money management resources at the end of the course

Join this course if you love the flexibility of Google Drive and want a new and effective budget system!

Who this course is for:
  • Entry level employees working in a corporate environment.
  • Someone who finds themselves overspending or barely has money to last a full pay period.
  • Beginner budgeters who still find themselves missing bill due dates.
  • Someone looking to organize their money before setting huge savings goals.
Course content
Expand all 28 lectures 01:07:09
+ Welcome!
4 lectures 05:31

Google Sheets is one of the easiest platforms to manage your personal finances. This course will help you strategize the perfect monthly budget for YOU!

Preview 01:31

The first step in overcoming financial craziness is by organizing your money goals. This lecture walks you through discovering your financial goals.

Preview 02:41

The first activity of the course, helps you identify your money goals. Strong money goals allow you to budget more effectively!

Activity: Your Turn!

Understanding your goals for financial security will guide your budget decisions and set you on the right path to money management success!

Preview 00:52
+ Identifying wants and needs
4 lectures 05:21

Needs and wants are basically comprised of your regular fixed and variable expenses. This section dives into determining those in your finances. This section will help you better understand your current financial situation and prep you for budget categories.

Preview 01:38

You have to be transparent with yourself when it comes to reviewing your current spending. What's important and what's expendable?

Preview 01:07

Prioritizing your spending sets the foundation for smart budget planning. Having a go to system for this will help you budget faster and more efficiently each month.

Preview 02:06

Once you identify your needs and wants, they will seamlessly funnel into your budget categories. What are your needs and wants? Use this lecture to log them.

Activity: Log Your Needs and Wants
+ Using the Budget Workbook Template
9 lectures 40:32

The budget template is the best part of the course! Download the Google Sheet and navigate this effective budgeting system. This section explains the budgeting workbook tabs and how to use them.

Preview 01:46

Save a copy of the budgeting template to your Google Drive. Make sure to make a copy before editing the document!

Download the template

The budget overview provides an At-A-Glance view of your budget and spending.

Budget Overview

The expense calendar outlines your regular transactions for easy reference.

Expense Calendar

The account snapshot keeps your bank accounts up-to-date and provides a place to track your savings and debt management.

Account Snapshot

The transaction tab allows you to log your spending and compare it to your budget!


The monthly tabs house your monthly budget. Use these regularly to stay on track.

Monthly Tabs

James' budget will allow you to practice using the budget template and customizing it.

Activity: Using the Workbook

How did you do with the sample budget? This lecture walks you through the "answer key", how I would approach it.

Activity review
+ Creating the Budget Calendar
4 lectures 06:17

This section walks you through creating your budget categories. These will form YOUR customized budget workbook.


Budget categories allow you to organize your spending and create guidelines for sticking to your goals.

Understanding Budget Categories

Brainstorm and outline your budget categories. Think about how your needs and wants form those sections.

Activity: Creating Your Baseline Budget

Don't forget your money goals! Money goals should influence the budget categories you choose and the money you allot to each of them.

Stay Focused!
+ Analyze Spending
4 lectures 07:35

This section teaches strategies to compare your spending to your budget.


Transaction logging is the key to budget analysis, because you have to compare your actions to your plan. This lecture allows you to incorporate your transaction log into the budget workbook.

Categorizing Transactions

Let's compare the budget to your spending! How consistent is your spending with your budgeted amounts?

Comparing to the Budget

This lecture provides tactics to adjust your budget or spending in order to reach your money goals.

Adjust Spending/Budget
+ Conclusion
3 lectures 01:51

You survived the course!


Download the additional resources for more money management techniques!

Additional Resources

Follow my blog to learn more helpful tips about money!

Bonus Lecture