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Microsoft Excel – Managing Personal Finances with Excel

سرفصل های دوره

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


1. Course Introduction
  • 1. Checking out the Completed Excel Personal Finance Workbook
  • 2.1 PersonalFinanaces-01.xlsx
  • 2. Course Exercise Files (DOWNLOAD HERE)
  • 3. Post to the Course QA

  • 2. Initial Table Setup
  • 1. Initial Course Exercise File
  • 2. Monthly Budget Excel Table Setup - (Bills, Expenses, Subs, etc...)
  • 3. Formatting Excel Tables
  • 4. Creating Table Headers with Merged Cells
  • 5. Adding Borders to the Table Headers
  • 6. Inputting Monthly Expense Records
  • 7. Apply Table Data Formatting
  • 8. Removing Table Filters
  • 9. Microsoft Excel Table Total Row Feature
  • 10. Naming the Bills Table
  • 11. EXERCISE - Creating the Expenses and Subscriptions Tables
  • 12. Creating the Excel Expense Tracking Table
  • 13. Excel Data Validation Drop Down Menu for Data Entry - Part 01
  • 14. Excel Data Validation Drop Down Menu for Data Entry - Part 02
  • 15. Creating a Dynamic Data Validation Menu with Excels OFFSET() Function
  • 16. Data Validation List Alternative (PivotTable)
  • 17. Adding Expense Records to the Expense Tracker Table

  • 3. Expense Table Formulas
  • 1. Creating an Actual Spent Formula with Excels SUMIF() Function
  • 2. Budget vs. Actual Amount Formula
  • 3. Summarize Personal Expense with Microsoft Excel PivotTables
  • 4. Creating an Overall Percentage of Expenses
  • 5. Moving an Excel PivotTable
  • 6. Formatting Excel PivotTables

  • 4. Personal Finance Chart
  • 1. Visually Display Summary Data with Excel Pie Chart
  • 2. Display Budget vs. Actual Data with a Custom Column Chart
  • 3. Spending Overview by Category
  • 4. Formatting Excel Charts

  • 5. Calculated Callouts
  • 1. Introduction to Creating Calculated Callouts
  • 2. Creating an Income Table
  • 3. Total Income Callout
  • 4. Wrap Text in the Callout with the CHAR Function
  • 5. Format the Callout with TEXT() Function
  • 6. Total Expenses Callout
  • 7. Income Left to Spend Callout

  • 6. Finishing Touches
  • 1. Highlight Expense Records based on a Condition with Excel Conditional Formatting
  • 2. Modifying the Theme of the Expense Tracker
  • 3. Hide Unwanted Excel Worksheet Columns
  • 4. Saving the File as a Template

  • 7. Performing Excel Calculations for Loans and Investments
  • 1. Calculating Monthly Loan Payments with Excels PMT() Function
  • 2. Calculating Future Investment Values with Excels FV() Function
  • 3. Creating Payment and Investment Scenarios with Data Tables

  • 8. Congratulations on Completing the Course
  • 1.1 COM-PersonalFinanaces-01.xlsx
  • 1. Completed Course Excel File (DOWNLOAD)
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    تولید کننده:
    شناسه: 24180
    حجم: 3738 مگابایت
    مدت زمان: 182 دقیقه
    تاریخ انتشار: 12 آذر 1402
    دسته بندی محصول
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    139,000 تومان
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