Microsoft Excel - Managing Personal Finances with Excel

所在平台: Udemy

课程主页: https://www.udemy.com/course/microsoft-excel-managing-personal-finances-with-excel/

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本课程名为“Microsoft Excel - 利用 Excel 管理个人财务”。 课程概述: 你是否曾有过这样的经历:辛辛苦苦赚来的工资转眼就花光了,却不知道钱都花在了哪里?就像小时候妈妈说的“你是不是漏财了?”。本课程将指导你如何利用 Microsoft Excel 来创建并遵守个人财务管理计划。 我们将从创建一个可定制的 Excel 模板开始,帮助你追踪每日和每月的消费习惯。通过追踪支出,我们可以更好地控制消费,增强财务信心。有了明确的资金使用计划,就能更好地遵循预算,最终实现财务目标。 课程内容将涵盖: * **有效利用 Excel 表格管理支出:** 包括账单、费用、订阅项目等。 * **简单 Excel 公式计算和总结消费习惯。** * **关键图表可视化:** 识别资金流向。 * **应用条件格式来优化消费决策。** 通过学习本课程,你将学会如何利用 Excel 弥补财务上的“漏洞”,成为一个更具财务意识的个体,并开始制定自己的财务管理计划。

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Where Did It All Go?When I was younger my mom would say, I 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. I had spent my entire paycheck without realizing where it all had gone. My mom was convinced I 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 I have a hole in pocket. Today, the money still gets spent, but I now know where it goes.It Starts with a PlanIn 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 TV 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 TogetherUltimately the plan is effectively budget our spending. But, in order to get there, I 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. See you in the course.

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