Excel Budget: Customize Your Personal Worksheet
4.8 (5 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
4.8 (5 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.
319 students enrolled
Last updated 9/2016
English
Price: $20
30-Day Money-Back Guarantee
Includes:
  • 2 hours on-demand video
  • 1 Article
  • 4 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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
Requirements
  • Microsoft Excel
  • Able to print templates
  • Adobe Reader for pdf files
  • Internet browser Chrome or Mozilla
Description

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

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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
Expand All 31 Lectures Collapse All 31 Lectures 01:58:37
+
Welcome Orientation
1 Lecture 00:53
+
Identify the Tools
1 Lecture 02:38
Tools needed to organize
Fabulous Five
02:38
+
Customize- Older and Independent Adults
10 Lectures 51:43
Budget Template Overview
04:45

Income and Housing
Budget Template: Part I
04:58

Transportation and Insurance
Budget Template: Part II
03:42

Time

Coffee Break!
00:43

Food/Gifts and Donations
Preview 07:20

Personal Care and Entertainment/Misc
Budget Template: Part IV
08:12

Loans, Taxes and Savings/Investments
Budget Template: Part V
08:01

Pets and Legal
Budget Template: Part VI
04:35

Input of numbers
Budget Template: Input the Numbers
08:51

Halfway Point
00:36
+
Customize-College and Young Adults
10 Lectures 39:33

Template Familization
04:40

Template Part I
04:28


Soda Break!
00:43

Template Part III
04:46

Template Part IV
04:51

Template Part V
04:15

Template - Input the Numbers
08:25

Keep it moving!
00:47
+
Additional Tools
4 Lectures 05:47
Envelopes and designated email account
01:32

Calendar and Separate Checking Account
04:15

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?
01:51

Who's in charge?
02:14
+
Emergency Fund
2 Lectures 04:09
How to prepare for a rainy day
03:46

Savings Challenge
00:23
+
Closing
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:

Facebook, Like Us:Plan2WinSolutions

Twitter, Follow Us: Plan2Wininfo

Closing Remarks
00:48
About the Instructor
Ericka Bellamy Joseph
4.4 Average rating
60 Reviews
3,472 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.