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A Beginner's Course on Spreadsheets for Personal Finance

Itemize your expenses and create simple forecasts.
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581 students enrolled
Last updated 8/2015
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  • 25 mins on-demand video
  • 4 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I 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.
View Curriculum
  • 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.

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 is the target audience?
  • 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.
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Curriculum For This Course
Expand All 12 Lectures Collapse All 12 Lectures 28:35
Start Here
7 Lectures 16:10

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

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

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

Made a mistake? Restarting from Scratch

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

Section 2 Quiz
5 questions
Using the Cash Dash
3 Lectures 08:36

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

Day-to-Day Accounting

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

A quick slide on Taxes.

Article : Taxes

Section 3 Quiz
10 questions
Wrapping Up - Final Thoughts and Future Courses
1 Lecture 00:26

Final thoughts for students completing the course.

Congratulations! You made it!
About the Instructor
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581 Students
1 Course
Media Producer

I live at the intersection of art and tech. 

I'm a Canadian citizen, born and raised.

I have a lifelong passion for knowledge. 

I like to spend my free time creatively. I believe that health and passion are more important than wealth and productivity.

Which is why I believe it is so important to get the most out of time.

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