Creating a Personal Budget

Focused View

Isaiah Bell

1:13:10

3 View

1 - Monthly Expenses.mp4

19:36

2 - Credit Loans.mp4

08:41

3 - Expense Totals.mp4

08:11

4 - Income Sources.mp4

13:45

5 - BillsIncome Ratios.mp4

07:12

6 - Income Sources Totals.mp4

15:45

Description

Money Management

What You'll Learn?

Creating a personal budget using Microsoft Excel or Google Sheets.
Forecasting estimates of annual income and expenses.
Implementing ratios into your personal budget.
Incorporating weekly and monthly averages into your personal budget.

Who is this for?

Anyone aiming to gain better control over their finances and expenditures, whether an individual or a family.

Anyone in search of a budget that is simple to follow and can be utilized consistently year after year.

What You Need to Know?

No Prerequisite

More details

Description
Unlock the power of effective financial management with our comprehensive course on creating a personal budget using Microsoft Excel. In this hands-on program, participants will gain practical insights and skills to navigate the intricacies of budget planning, tracking, and analysis.

Key Learning Objectives:

1. Budget Creation: Learn step-by-step how to develop a personalized budget that aligns with your financial goals and priorities.

2. Income and Expense Tracking: Explore techniques for accurately tracking income sources and managing various types of expenses, ensuring a clear overview of your financial landscape.

3. Customized Formulas and Templates: Master the art of crafting customized formulas and templates within Excel, streamlining the budgeting process for efficiency and accuracy.

4. Forecasting and Trend Analysis: Develop skills in forecasting future income and expenses, enabling proactive financial planning and informed decision-making.

5. Budget Optimization: Discover strategies for optimizing your budget over time, adapting to changing financial circumstances and goals.

6. Long-Term Financial Planning: Extend your skills to incorporate long-term financial planning into your budget, creating a sustainable approach for years to come.

By the end of this course, participants will emerge with a mastery of Microsoft Excel for personal budgeting, equipped with the knowledge and tools to confidently manage their finances and achieve their financial objectives. Join us on this transformative journey towards financial empowerment and stability.
Who this course is for:
Anyone aiming to gain better control over their finances and expenditures, whether an individual or a family.
Anyone in search of a budget that is simple to follow and can be utilized consistently year after year.

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Personal Finance

Isaiah Bell

Instructor's Courses

I am a dedicated professional with a passion for mathematics and finance. My journey in education and the financial industry has been marked by a commitment to learning and a drive to excel.Graduating with a Bachelor of Science in Mathematics from Alabama State University, that laid the foundation for my career in mathematics and education. With a deep understanding of the subject, I embarked on a path to share my knowledge with the next generation.For several years, I served as a grade school math teacher, inspiring and educating young minds about the wonders of mathematics. My teaching approach was characterized by a patient and engaging style, which made even the most challenging math concepts accessible to any students. I became known for my ability to instill a love for learning and a strong foundation in mathematics among many students.Parallel to my teaching career, I recognized the importance of financial literacy and embarked on a journey to become licensed in various financial certifications. This pursuit led me to earn licenses in the SIE, Series 6, Series 63, Series 26, and Series 65. This only furthered demonstrated my commitment to expanding their knowledge and expertise in the financial industry.This combination of educational background and financial certifications has equipped me with a unique skill set, making me a well-rounded professional. My ability to bridge the gap between mathematics and finance positions me as an individual who not only understands the intricacies of financial markets but can also convey complex concepts effectively to others.As I continue to explore new opportunities in the financial sector, I remain dedicated to both education and finance. My passion for mathematics and finance, coupled with their teaching experience, allows me to make a meaningful impact in the world of finance and inspire others to pursue knowledge in these areas.

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