A Beginner's Course on Spreadsheets for Personal Finance
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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.
592 students enrolled

A Beginner's Course on Spreadsheets for Personal Finance

Itemize your expenses and create simple forecasts.
0.0 (0 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.
592 students enrolled
Created by Cimarron Benjamin
Last updated 8/2015
English
English [Auto-generated]
Current price: $13.99 Original price: $19.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 25 mins on-demand video
  • 4 articles
  • 8 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn a simple but powerful toolset for practicing the day-to-day skills necessary to become an expert at personal finance.
  • Become familiar with the basics of accounting as it relates to personal finance.
  • Practice the basics of spreadsheeting editing and formula creation in a real-world application.
  • Plot, organize and analyze an entire year's expenses and expected monthly balance in any contemporary spreadsheet software.
  • Make future predictions based on potential earnings expectations.
  • Make future predictions based on potential unforseen expenses.
  • Schedule and execute all monthly payments on time every time.
  • Proactively plan and execute long-term savings goals.
  • Aggressively isolate and eliminate unnecessary debts.
  • Draw upon accurate and timely information to make the best decisions possible before spending.
Requirements
  • Basic understanding of any spreadsheet software will be helpful but not completely necessary.
  • Any spreadsheet software capable of opening an Open Office Calc or Excel spreadsheet document.
  • Ability to access Google Documents on any computer will also do in a pinch.
Description

This is a step-by-step educational video on how to create your own private, personalized budget. You can use any software you like. The included template is 100% compatible with any platform.

This course involves basic accounting and spreadsheets. 

Download the one-year template at the beginning of the course. Watch the videos and fill it out, step-by-step.

There are about 12 videos with an average length of 5 minutes each. It should take between 1-3 hours to complete.

At the end, you will see your monthly totals, balances and future forecasts.

  • The more you use it, the more accurate you become
  • Stay on track with daily spending
  • Plan savings and/or for retirement
  • Track and include the value of assets/investments
  • Predict cash shortages
  • Know when and where your money is going
  • Make the best choices for YOU



Who this course is for:
  • Anyone who wants to learn a simple, but effective technique for budgeting in a proven, 100% confidential, 100% compatible software environment.
  • Anyone who wants to gain more experience working in Excel, Google Documents, or Open Office Calc but never had a real-life application to work with.
  • Anyone who wishes they had greater control of their spending and ability to pay back debts.
  • Anyone who wants to gain a foundation in money management for future investment ability.
Course content
Expand all 12 lectures 28:35
+ Start Here
7 lectures 16:14

Voice-over screen-cap description of the course and the instructor.

Preview 01:40

Voice-over screen-cap overview of the Cash Dash.

Preview 03:50

A text note on compatible software. This lecture also contains the Cash Dash template file for you to download.


Compatibility & Template Downloads
00:56

A voice-over screen-capture walk-through of setting up your monthly expenses.

Preview 03:25

A voice-over screen-capture walk-through of setting up your Liquid Assets and Accounts Sections.

Preview 01:52

A voice-over screen-capture walk-through on how to derive monthly balance predictions based on expected incomes and expenses.

Populating the Income and Monthly Balances & Forecasting
03:39

A slide on recovering from a fatal file error or just starting from scratch.

Made a mistake? Restarting from Scratch
00:52
Section 1 Quiz
5 questions
+ Information Items and Payment Schedules
1 lecture 03:14

A voice-over screen-cap walk-through on how to set up and organize the monthly payments section, hard assets and information items.

Payment Schedule, Hard Assets and Information Items
03:14
Section 2 Quiz
5 questions
+ Using the Cash Dash
3 lectures 08:39

A voice-over screen-cap walk-through of the day-to-day procedures for keeping the Cash Dash updated.

Day-to-Day Accounting
03:12

A voice-over screen-cap walk-through of the month end procedure, making new predictions and simple editing.

Month End Procedure, New Predictions and Simple Editing
04:23

A quick slide on Taxes.

Article : Taxes
01:04
Section 3 Quiz
10 questions
+ Wrapping Up - Final Thoughts and Future Courses
1 lecture 00:27

Final thoughts for students completing the course.

Congratulations! You made it!
00:27