Google Sheets - how to master your personal finances
4.4 (6 ratings)
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.
232 students enrolled

Google Sheets - how to master your personal finances

Use Google Sheets to track and manage your personal finances with step by step instruction and a free template
4.4 (6 ratings)
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.
232 students enrolled
Created by Marion Thomson
Last updated 6/2018
English
English [Auto]
Current price: $34.99 Original price: $49.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 2.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
Training 5 or more people?

Get your team access to 4,000+ top Udemy courses anytime, anywhere.

Try Udemy for Business
What you'll learn
  • Use Google Sheets to track and manage your finances
  • Understand what you actually spend your money on!
  • Make quick wins, before even completing the course
  • Reduce unnecessary spending
  • Improve your income
  • Get a better deal every time you renew a contract
  • Improve or get rid of your credit card debts
  • Create a spending plan
  • Track your spending in just a few minutes a day!
  • Understand your finances, take action and continually make improvements
Requirements
  • This practical course includes a Google Workbook for you to complete, so access to Google Drive is essential!
  • If you don't have Google Drive, check out the preview video about this before signing up for the course
Description

Are you ready to invest a few minutes a day to improve your personal finances?

Using Google Sheets, in this 'Mastering your Personal Finances' course I will teach you step-by-step the proven method that I have used for over 30 years to master and improve my own and my clients' personal finances.

It's a very hands-on practical course, so you have to be prepared to do the work (but it will be 100% worth it!)

We start by talking about the benefits of mastering your finances and getting you thinking about what you want to achieve from the course.

You need to know what you are spending your money on, so we have to think about all the types of expenditure that you have.

Early in the course, we aim for some quick wins - let's make improvements to your finances as soon as possible!

We then talk about improving your income - it could be easier than you think!

Then I want to ensure you make improvements and savings every time you renew a contract.  We're talking about things such as mortgages and mobile phone bills here!

And although this course is not focused on debt management, I will help you to take action on any credit card debts you have.

Then we continue with practical exercises where you create a spending plan, track your spending and then review it compared to your plan.

And of course, we do this so that you can take action, make changes and continue improving your finances.

I'm committed to helping you Master your Personal Finances.

Are you committed?

Then let's do this together!!


Who this course is for:
  • Do you want to improve your personal finances?
  • Are you scared of your personal finances, and sticking your head in the sand?
  • Do you want hands-on, practical advice rather than a theoretical course?
  • If you have answered yes to the above questions, then this is the ideal course for you!
Course content
Expand all 68 lectures 02:22:24
+ Getting Started
7 lectures 14:48
Why I don't talk about budgeting
01:51
What are your personal aims?
02:04
Gathering your information
01:54
How to download your Google Sheets templates
04:03
+ What do you spend your money on?
13 lectures 21:54
Introduction
00:53
Household Expenditure
01:35
Grocery Expenditure
01:24
Personal Expenditure - Essentials
00:53
Personal Expenditure - Extras
00:54
Spending on Children
00:56
Spending on Others
00:40
Travel Expenditure
01:13
Financial and Investment Expenditure
01:02
Expensive Extras
00:42
How to use data filtering on your Expenditure Types Worksheet
03:24
Completing your Expenditure Types Worksheet
06:41
+ Quick Wins on Spending
4 lectures 05:23
Introduction
00:36
Any other unnecessary expenditure you can stop right now?
02:14
+ Contract Renewals
5 lectures 10:04
Introduction
00:53
Gathering information - may take you some time
01:24
Adding contract information
02:58
Completing your Contract Renewals Worksheet
03:26
+ Credit Card Debts
5 lectures 07:38
Introduction
01:17
What do you want to achieve?
01:08
Completing your Credit Card Debts Worksheet
02:20
Credit Card actions
01:03
+ Creating a Spending Plan
6 lectures 13:11
Introduction
01:13
Why this is not a budget
01:10
Completing your Monthly Spending Plan Worksheet
05:13
Why a messy 1st draft is both ok and important
01:41
How to hide rows that are not needed
01:55
Do you like the end result? Let's review and discuss
01:59
+ Tracking your Spending
8 lectures 21:23
Introduction
01:24
What you need to be able to track your expenditure
01:42
Adding short names to your Expenditure Types
02:49
Completing your Payment Types Worksheet
02:03
How to tidy up your Tracker Worksheet
03:01
Making the commitment to start tracking
01:34
Completing your Monthly Spending Tracker Worksheet
07:39
+ Reconciling your Balances
3 lectures 06:01
Introduction
00:38
Why we need to reconcile - not just for accountants!
00:46
Completing your Reconciliation Worksheet
04:37