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How To Create a Budget Using Microsoft Excel
Rating: 3.7 out of 5(183 ratings)
8,648 students
Created byEric Harris
Last updated 3/2019
English

What you'll learn

  • How to create a budget using Microsoft Excel
  • The 4 major components of a budget
  • How to format an excel workbook
  • How to create math formulas in excel workbooks

Course content

1 section • 6 lectures • 33m total length

  • Introduction2:04
  • Tracking Income & Expenses7:55

    In this lecture you will learn how to enter your income and expenses into the spreadsheet. Have your paystubs and/or bank statements handy.

  • Projections8:52

    In my opinion, this is the most powerful section of the budget. It allows for proper planning and prevents you from having budget busters!

  • The Living, Breathing Document6:18

    Your budget is a living, breathing document. This section of the budget mirrors your checking account in real time.

  • Automatic Savings7:11

    Take the responsibility of savings out of your hands. Automate the process!!

  • Thank you!!1:00

Requirements

  • Access to Microsoft Excel
  • Desire to understand the most important tool in your personal finances

Description

Would you travel across the country without a road map? Of course not!! So why do you go through life without a map for your finances. This course will equip you with the first tool that you need to master your personal finances: your personal budget. I will walk you through, step-by-step, how to create the four sections that I include in my personal budget while sharing with you the purpose for each section. If you have never used excel before, no worries. I will teach you how to format cells and create math formulas. With this budget in hand you will have the foundation to make significant improvements in your personal finances.

Who this course is for:

  • This course is for that one person that wants to see a significant change in their personal finances. Whether you want to stop living paycheck to paycheck or you want to establish a great financial foundation for your family, this course is for you.

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