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: Udemy