Microsoft Excel - Managing Personal Finances with Excel

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Kyle Pew,Office Newb

3:01:27

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1. Course Introduction

1. Checking out the Completed Excel Personal Finance Workbook.mp4

06:59

2.1 PersonalFinanaces-01.xlsx

2. Course Exercise Files (DOWNLOAD HERE).mp4

01:03

3. Post to the Course QA.mp4

01:33

2. Initial Table Setup

1. Initial Course Exercise File.mp4

03:00

2. Monthly Budget Excel Table Setup - (Bills, Expenses, Subs, etc...).mp4

03:05

3. Formatting Excel Tables.mp4

02:48

4. Creating Table Headers with Merged Cells.mp4

02:21

5. Adding Borders to the Table Headers.mp4

02:28

6. Inputting Monthly Expense Records.mp4

02:35

7. Apply Table Data Formatting.mp4

02:53

8. Removing Table Filters.mp4

01:57

9. Microsoft Excel Table Total Row Feature.mp4

02:05

10. Naming the Bills Table.mp4

01:44

11. EXERCISE - Creating the Expenses and Subscriptions Tables.mp4

01:52

12. Creating the Excel Expense Tracking Table.mp4

04:27

13. Excel Data Validation Drop Down Menu for Data Entry - Part 01.mp4

08:15

14. Excel Data Validation Drop Down Menu for Data Entry - Part 02.mp4

04:24

15. Creating a Dynamic Data Validation Menu with Excels OFFSET() Function.mp4

08:23

16. Data Validation List Alternative (PivotTable).mp4

06:49

17. Adding Expense Records to the Expense Tracker Table.mp4

02:19

3. Expense Table Formulas

1. Creating an Actual Spent Formula with Excels SUMIF() Function.mp4

05:12

2. Budget vs. Actual Amount Formula.mp4

01:39

3. Summarize Personal Expense with Microsoft Excel PivotTables.mp4

03:20

4. Creating an Overall Percentage of Expenses.mp4

02:15

5. Moving an Excel PivotTable.mp4

01:27

6. Formatting Excel PivotTables.mp4

04:48

4. Personal Finance Chart

1. Visually Display Summary Data with Excel Pie Chart.mp4

02:03

2. Display Budget vs. Actual Data with a Custom Column Chart.mp4

06:20

3. Spending Overview by Category.mp4

03:44

4. Formatting Excel Charts.mp4

06:12

5. Calculated Callouts

1. Introduction to Creating Calculated Callouts.mp4

03:49

2. Creating an Income Table.mp4

03:11

3. Total Income Callout.mp4

04:34

4. Wrap Text in the Callout with the CHAR Function.mp4

01:57

5. Format the Callout with TEXT() Function.mp4

04:29

6. Total Expenses Callout.mp4

03:29

7. Income Left to Spend Callout.mp4

03:59

6. Finishing Touches

1. Highlight Expense Records based on a Condition with Excel Conditional Formatting.mp4

04:10

2. Modifying the Theme of the Expense Tracker.mp4

02:51

3. Hide Unwanted Excel Worksheet Columns.mp4

01:29

4. Saving the File as a Template.mp4

10:16

7. Performing Excel Calculations for Loans and Investments

1. Calculating Monthly Loan Payments with Excels PMT() Function.mp4

07:42

2. Calculating Future Investment Values with Excels FV() Function.mp4

09:40

3. Creating Payment and Investment Scenarios with Data Tables.mp4

11:04

8. Congratulations on Completing the Course

1.1 COM-PersonalFinanaces-01.xlsx

1. Completed Course Excel File (DOWNLOAD).mp4

00:47

Description

Start a Plan to Gain Financial Awareness and Confidence by Creating a Personal Finance Template with Microsoft Excel

What You'll Learn?

Learn to Manage your Daily Personal Finances with Microsoft Excel
Create a Customizable, Personal Monthly Budget Excel Template from Scratch
Track and Identify where your Money is being Spent with Key Excel Visuals based on your Personal Budget
Use Microsoft Excels Dynamic Tools to Identify your Savings Goals within your Budget

Who is this for?

Microsoft Excel Users Looking to Harness Excels Tools and Power in order to Manage their Personal Finances

What You Need to Know?

A copy of MS Excel Installed on your Computer - (30 day free trial is available from Microsoft)

A Desire to Take Control of your Personal Budget

More details

Description
Where Did It All Go?
When I was younger my mom would say, IÂ must have a hole in my pocket, referring to me. The problem was, I would get my paycheck, from my after-school job, and in the blink of an eye the money would be gone. IÂ had spent my entire paycheck without realizing where it all had gone. My mom was convinced IÂ must have a hole in my pocket and the money was falling out.
Have you ever felt that way? All the hard work you've put in the previous week has finally paid off and your back account is in the positive. But, before you can ask where it all has gone, the money is spent, and your account is starting to dwindle in size.
It's been many years since I've heard my mom ask me if IÂ have a hole in pocket. Today, the money still gets spent, but IÂ now know where it goes.

It Starts with a Plan
In this course on using Microsoft Excel to Manage Your Personal Finances, I will guide you on how Excel can help you create and stick with a plan for managing your own personal finances.
We'll start by creating a customizable Excel Template that will help you track your daily and monthly spending habits. By tracking your spending, we can gain control over our spending habits and gain confidence in our finances. If we first have a plan for our money, we can follow that plan and come out on top within our budget.
One of the main characters from a favorite TVÂ show I watched when I was younger, use to say, "I love it when a plan comes together!"
As we harness the power of Microsoft Excel to help track our budget, you'll begin to see the plan come together.

Putting the Plan Together
Ultimately the plan is effectively budget our spending. But, in order to get there, IÂ will walk you step by step using Microsoft Excel to create a template for your budget. The template will include:
Effective Use of Excel Tables to Manage our Expenses. (Bills, Expenses, Subscriptions, etc.)
Simple Excel Formulas Calculating and Summarizing our Spending Habits.
Key Chart Visuals Identifying where our Money has Gone.
Apply Conditions on the Budget to Help Drive Smart Decisions on our Spending.

Stich up the holes in your pockets by enrolling in this course on using Microsoft Excel to Manage your Personal Finances and start your plan to become more financially aware with your own finances.Â
See you in the course.

Who this course is for:
Microsoft Excel Users Looking to Harness Excels Tools and Power in order to Manage their Personal Finances

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Qualifications: Kyle is a Microsoft Certified Trainer (MCT) and a certified Microsoft Office Master Instructor and has been teaching and consulting for the past 20+ years on various computer applications, including;Microsoft Office Suite 1997, 2000, XP, 2003, 2007, 2010, 2013 Excel, Word, PowerPoint, Outlook, Access and VisioSharePoint End-User 2007, 2010, 2013VBA (Excel and Access)Adobe Suite Photoshop, Illustrator, InDesignMaya (Modeling and Animation)Unity3d (Game Design)HTML, CSS and JavaScriptCrystal ReportsKyle is a graduate of the San Francisco Art Institute in the Media Arts and Animation Program. He has worked as a Game Designer for Electronic Arts, designing on games such as Nerf N-Strike, Nerf N-Strike Elite, both for the Wii, and a Sims 3 Expansion Pack for the PC.Kyle has facilitated courses that range from 1-on-1 interactions to large scale groups of 100+ participants, including; live in person classes, webinar style classes online and live online full courses. He is consistently ranked top in reviews for each of the courses he teaches.Some of the clients Kyle has provided training for include:BrocadeChevronGenentechFacebookLevi StraussPMI Mortgage InsuranceState FundBank of the WestVISAWalmartand many more...What Students have said about Kyle:"Kyle was off the chart "GOOD"""ONE OF THE BEST COURSES THAT I'VE HAD... (IN 12+ YEARS).""Awesome trainer because I'm computer "stupid" and he helped me understand it.""Kyle Pew is very knowledgeable and presented information with exceptional skill."Teaching Philosophy: Kyle believes that student’s best learn through the application of real-life business situations through exercises. Allowing students to guide the class with their specific situations allows for the quickest and easiest adaptation to new technology and skills.In His Spare Time: Kyle enjoys spending time with his family (6 children). When he’s not busy entertaining his kids, you will find him cheering on his favorite hockey team, the San Jose Sharks, this is their year!

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