Excel Budget: Customize Your Personal Worksheet
4.7 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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Excel Budget: Customize Your Personal Worksheet

A very detail explanation of how to customize the Excel Budget Worksheet to help develop money discipline
4.7 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
331 students enrolled
Last updated 9/2016
Current price: $10 Original price: $20 Discount: 50% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 2 hours on-demand video
  • 1 Article
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Upon completion of this course you will learn:
  • What is a budget
  • What is organization
  • How to customize a budget using Excel
  • The difference between projected and actual income
  • The difference between projected and actual expenses
  • How to "back into" semi-annual and annual expenses
  • 3 Day rule
  • 90 Day rule
  • How to create and Emergency Fund
View Curriculum
  • Microsoft Excel
  • Able to print templates
  • Adobe Reader for pdf files
  • Internet browser Chrome or Mozilla

Everyday thousands of people forget where they spent their money and admit they have no money discipline. They feel like they are on a financial roller coaster. "I need to get control of my money." Does this sound familiar? You are not alone.

Here's what students are saying about the course:

"Erika does a great job explaining a very dry topic." Devin C.

"The course is clear and organized very well. It doesn't get much better for the price in my opinion." Greg V.

This course will help you:

  • Save thousands per year on fees and excess spending
  • Improve your credit rating
  • Know when you are over/under budget
  • Customize bill payments by pay periods
  • Know exactly how much money is left pay to pay


Welcome to: Use a Customizable Excel Worksheet for your Monthly Budget

Instructor E.B. Joseph is going to show you step by step how to setup a monthly budget and organize your financial life. She covers projected and actual income and projected and actual expenses in order to have a detailed picture of where your money is going. This class is geared for older and young adults.

She believes in the acronym KISS: Keep It Short & Simple. She knows from personal experience keeping things simple when it relates to money works. This class is a perfect fit for people who do not want to have a budget app on their smart phone that is linked to their bank accounts but yet want a system that helps them be proactive and stay organized. She demonstrates how to customize an ordinary Excel document into a powerful tool to help you win with money.

Enroll Today! KISS!

Course updated on: May 2016

Who is the target audience?
  • If you have monthly income and monthly expenses
  • If you cannot remember where you spent money
  • If you shuffle money to pay bills
  • If you have no money discipline
  • You WANT to do something different with your money
Students Who Viewed This Course Also Viewed
Curriculum For This Course
31 Lectures
Welcome Orientation
1 Lecture 00:53
Identify the Tools
1 Lecture 02:38
Tools needed to organize
Fabulous Five
Customize- Older and Independent Adults
10 Lectures 51:43
Budget Template Overview

Income and Housing
Budget Template: Part I

Transportation and Insurance
Budget Template: Part II


Coffee Break!

Food/Gifts and Donations
Preview 07:20

Personal Care and Entertainment/Misc
Budget Template: Part IV

Loans, Taxes and Savings/Investments
Budget Template: Part V

Pets and Legal
Budget Template: Part VI

Input of numbers
Budget Template: Input the Numbers

Halfway Point
Customize-College and Young Adults
10 Lectures 39:33

Template Familization

Template Part I

Soda Break!

Template Part III

Template Part IV

Template Part V

Template - Input the Numbers

Keep it moving!
Additional Tools
4 Lectures 05:47
Envelopes and designated email account

Calendar and Separate Checking Account

New Information can be overwhelming
90 Day Rule
4 pages

Recommended Reading
5 pages
Money and Children: What I teach my child
2 Lectures 04:05
Allowance or Commission?

Who's in charge?
Emergency Fund
2 Lectures 04:09
How to prepare for a rainy day

Savings Challenge
1 Lecture 00:48

Thank for completing the class. If you need to print a certificate, go back to the top above section 1 and look for "17 out of 17 completed". Next click on the small trophy. The system will take a few minutes to generate the certificate. Click it a second time then save as pdf to your desktop.

We are social:

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Closing Remarks
About the Instructor
Ericka Bellamy Joseph
3.7 Average rating
76 Reviews
4,332 Students
6 Courses
Online Entrepreneur

Personal Goal Setting does not have to wait until the start of the New Year. Join My Student Community Today!

Are you a working adult who would like to go but back to college, but you need to brush up on your writing skills?

Do you own an older home and would like to remodel but are afraid of being ripped off by the Contractor?

Are you at stay-at-home-mom (SAHM) thinking about homeschooling your child?

Are you tired of being broke and would like to change your relationship with your money?

Do you have a challenging child and your patience is wearing thin and you need some new ideas?

These are all personal goals that I can help you accomplish. You can take action TODAY to change your tomorrow.

Q: Why are over 1000 Students enrolled in my Udemy Courses?

A:  They provide proven plans that work!

Here is a little bit about Me...

I am Ericka Bellamy Joseph (E.B. Joseph). I am a retired U.S. Marine of over 20 years. I have been Debt Free (8+), a Homeowner (16+) and a Homeschool Mom (4). I am the owner/CEO of Plan2Win Solutions, LLC. What I do best is consolidate information into simple to follow formats. When I retired from the military, I had two dreams-homeschool my child and work for myself. It started with writing the books that were floating in my brain and now it has blossomed into much more.