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Google Sheets Masterclass for Data and Personal Finance

Name: Google Sheets Masterclass for Data and Personal Finance
Rating: 4.7 (9 reviews)

Google Sheets course built specifically for working with data in personal finance! Build 7 different projects.

Created byVitaliy Kulesh

Last updated 8/2025

English

What you'll learn

Master essential and advanced Google Sheets formulas for personal finance
Confidence in data analytics and various scenarios which may be applied in personal finance
Create personal Finance Budget Planner and other financial templates including Savings Goals, Net Worth, Stocks and Crypto Templates
Apply the skills in development of personal finance products and more
Learn how to create great and aesthetically looking dashboard with multiple chart options, including donut, area, stacked as well as sparkline
Get a grip of Data Validation (Including Multi-Level Drop Down Menu), Date functions, Ifs(), Sumifs(), Index(), Sort(), Filter(), Unique() and much more
Become expert in Google Finance by creating your own Stock Watchlist, including YTD% and Sparkline Performance Chart
Create Crypto Investment Tracker with Live Prices
Get to build 6 projects with all templates available for further use
More exciting lectures and projects will be consistently added

Course content

9 sections • 65 lectures • 7h 31m total length

Introduction4:00

Portfolio Setup and Intro to Goooglefinance()6:34
Calculate PNL, PNL% and Asset Allocation with Number Formatting8:05
Dashboard to Reflect Asset Allocation and Cost vs Actual Value7:03
Calculate best performing assets by ROI using Query/ Sort(), Filter(), Hstack()13:02
Become Googlefinance() Master - Build Your Stocks Watchlist13:03
Calculate Year To Date Return with Index() and Googlefinance()5:17
Create a 52 Week Chart Performance Using Sparkline()5:24
Advanced Model - Intro to Multi-Currency Converter2:58
Advanced Model - Building Multi-Currency Converter Part 14:00
Advanced Model - Building Multi-Currency Converter Part 25:26
Advanced Model - Building Multi-Currency Converter Part 33:02
Advanced Model - Building Multi-Currency Converter Part 48:39
Advanced Model - Building Multi-Currency Converter Part 56:34

Accounts and Date Setup10:42
Annual Budget Setup Sum() and EOMONTH()6:51
Calculate Money Outgoings as a % of Income5:40
Transaction Tracker with Data Validation10:54
Multi-Level Dropdown Menu with Index ()6:35
Accounts Management Part 1 - Money In, Money Out, Balance with Sumifs()5:51
Accounts Management Part 2 - Money In, Money Out, Balance with Sumifs()6:08
Accounts Management Part 3 - Dashboard with Donut, Column and Stacked Charts5:42
Monthly Dashboard Part 1 - Building Backend with Filter() and EOMONTH()5:08
Monthly Dashboard Part 2 - Dynamic Budget vs Actuals with Index() and Sumifs()9:12
Monthly Dashboard Part 3 - Dynamic Budget vs Actuals with Index() and Sumifs()7:14
Monthly Dashboard Part 4 - Connect Front and Backend10:44
Monthly Dashboard Part 5 - Start adding Category Charts6:09
Monthly Dashboard Part 6 - Calculate Monthly Subscriptions and Financial Summary14:02
Monthly Dashboard Part 7 - Calculate Top Expenses w/Unique(), Filter(), Sort()9:41
Monthly Dashboard Part 8 - Income vs Expense Area Chart (Logical Solution)15:10
Monthly Dashboard Part 9 - Progress Bar with Sparkline()6:36
Monthly Comparison Dashboard Part 1 - Backend Setup5:51
Monthly Comparison Dashboard Part 2 - Data Analysis(Unique(), Filter(),Sumifs())6:08
Monthly Comparison Dashboard Part 3 - Adding Charts3:23
Budget Planner Template Completed - Well Done!0:51

Intro to Business Expense Dashboard Project2:22
Business Expense Dashboard - Dates Formulas and Setup6:30
Business Expense Dashboard - Analysis of Expense Transactions (Filtered View)5:37
Business Expense Dashboard - Let's Calculate Expense Budget5:29
Business Expense Dashboard - Expense Categories with Filter() & Unique()2:56
Business Expense Dashboard - Let's Sort() Business Expenses1:53
Business Expense Dashboard - Highest and Lowest Expense with Index() & Match()5:12
Business Expense Dashboard - 3 Month Trend Analysis5:39
Business Expense Dashboard - Annual Expense Overview3:59
Business Expense Dashboard - Dashboard Part 19:43
Business Expense Dashboard - Dashboard Part 25:07
Business Expense Dashboard - Dashboard Part 3 (Final) - Conditional Formatting5:12

Requirements

Access to Google Sheets (free, in browser)

Description

Take control of your money using the power of Google Sheets — one project at a time.

Welcome to the most hands-on Google Sheets course built specifically for personal finance! Whether you're a beginner to spreadsheets or simply want to organize your finances, this course will walk you through building 6 practical tools step-by-step — no prior experience needed.

By the end, you’ll have a complete, personalized finance system, all made in Google Sheets — fully customizable, scalable, and yours to keep forever.

What You’ll Learn (by Building Real Projects)

Project 1: Savings & Sinking Funds Tracker
Set financial goals
Track progress toward big purchases, vacations, or emergencies
Visual dashboards to stay motivated

Project 2: Subscription Tracker
Never forget a renewal again
Monthly & annual summaries
Automated renewal countdowns

Project 3: Net Worth Tracker
Log all your assets and debts
Dynamic net worth chart
Monthly snapshot comparisons

Project 4: Investment Portfolio + Stock Watchlist
Track individual investments
Monitor gains/losses
Create a stock watchlist using live data

Project 5: Crypto Portfolio Tracker
Add coins, exchanges, and transaction history
Calculate real-time portfolio value
View ROI, profit/loss, and allocations

Project 6: All-in-One Budget Planner
Monthly income vs. expenses
Budget categories & spending insights
Visual analytics to help you save more

Project 7: Business Expense Dashboard
Analyse Business Expenses
Budget categories & spending insights
Build beautiful and meaningful dashboard

Why This Course?

Beginner-friendly: You’ll learn spreadsheet skills by doing. No jargon. No fluff.
Project-based learning: Build 6 real-life finance tools step by step.
Reusable templates: Walk away with a complete personal finance system.
Google Sheets focused: Learn tools and formulas that apply instantly.
Practical skills: Learn functions like SUMIFS, FILTER, ARRAYFORMULA, conditional formatting, charts, dropdowns, and more — all through real use cases.

Who is this course for?

Beginners wanting to master Google Sheets while managing their finances
Anyone tired of confusing finance apps and wanting more control
Creators, freelancers, students, or families looking to budget smarter
Self-learners who prefer hands-on, project-based teaching

Let’s get started!

Join now and build your own personalized personal finance system in Google Sheets — one powerful project at a time.

Who this course is for:

Learn Google Sheets for data analytics and personal finance
Create Budget Planners, Savings Tracker, Net Worth Planners, Stock Market Planner, Crypto Market Planners
Beginner and Intermediate Google Sheets users who want to build real projects

Google Sheets Masterclass for Data and Personal Finance

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 4min

Project 1 - Savings and Sinking Funds Template8 lectures • 55min

Project 2 - Subscription Tracker3 lectures • 26min

Project 3 - Net Worth Tracker4 lectures • 41min

Project 4 - Stock Investment Portfolio Tracker13 lectures • 1hr 29min

Project 5 - Crypto Investment Tracker2 lectures • 17min

Project 6 - Personal Budget Template21 lectures • 2hr 39min

Project 7 - Business Expense Dashboard12 lectures • 1hr

Thank you1 lecture • 2min

Requirements

Description

Who this course is for: