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Create a Budget with Google Sheets

Jamie Schroeder

By the end of this project, you will be able to build a basic budget using Google Sheets. You will use a template to add, delete, edit, and format a budget to meet the needs of your personal or professional goals. You will be able to read the summary tab, share the budget, and create permissions for others to access, format the charts, and use conditional formatting. You will also be able to take the Google Sheets Budget and put it into presentable files.

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By the end of this project, you will be able to build a basic budget using Google Sheets. You will use a template to add, delete, edit, and format a budget to meet the needs of your personal or professional goals. You will be able to read the summary tab, share the budget, and create permissions for others to access, format the charts, and use conditional formatting. You will also be able to take the Google Sheets Budget and put it into presentable files.

Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

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What's inside

Syllabus

Creating a Budget with Google Sheets
By the end of this project, you will be able to build a basic budget using Google Sheets. You will use a template to add, delete, edit, and format a budget to meet the needs of your personal or professional goals. You will be able to read the summary tab, share the budget, and create permissions for others to access, format the charts, and use conditional formatting. You will also be able to take the Google Sheets Budget and put it into presentable files.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Develops budgeting skills using Google Sheets, which is standard in accounting and finance
Taught by Jamie Schroeder, a recognized expert in financial management
Offers hands-on exercises in Google Sheets, providing practical experience
May require some prior knowledge of Google Sheets

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Reviews summary

Google sheets budgeting fundamentals

Learners largely praise this beginner-oriented course for its simplicity, clear organization, and effective explanations. The course teaches budgeting with Google Sheets using a template or from scratch, and covers basic formulas, useful insights, and practical examples.
Students appreciate the course's straightforward format and time-saving approach.
"Exactly what is described. Quick and easy."
"Easy to follow and useful"
"This Guided Project helped me in understanding Google Sheets"
New learners highly recommend this course for its clarity and ease of use.
"This is the PERFECT place to start for beginners in Google Sheets."
"Very primitive and for real begginers who have never seen computer and spreadsheets before."
"I love the instructor's way of teaching. It was smooth and so easy to understand."
The emphasis on practical skills makes the course useful for various learners.
"Good we can learn all the things functioning about google shhet"
"They teach us how to analyze and understand each questions"
"The instructor did a great job in teaching the guided project."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Create a Budget with Google Sheets with these activities:
Review Spreadsheet Functions
Review the basic functions you will use in Google Sheets to create your budget.
Browse courses on Google Sheets
Show steps
  • Review the Google Sheets Help Center for SUM, AVERAGE, MIN, and MAX functions.
  • Create a practice spreadsheet and experiment with these functions.
Read 'Financial Peace' by Dave Ramsey
This book provides a solid foundation in financial literacy and budgeting.
View The Total Money Makeover Updated and Expanded:... on Amazon
Show steps
  • Read one chapter per week.
  • Take notes on key concepts and techniques.
  • Discuss the book with a friend or family member.
Create a Basic Budget
Putting your budgeting knowledge into practice will solidify your understanding.
Show steps
  • Gather your financial statements (bank statements, credit card bills, etc.).
  • Categorize your expenses (e.g., housing, food, entertainment).
  • Create a budget template in Google Sheets.
  • Track your income and expenses for one month.
  • Adjust your budget as needed.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Join a Budgeting Support Group
Connect with others who are also working on their budgeting skills.
Show steps
  • Find a support group online or in your community.
  • Attend meetings regularly.
  • Share your experiences and challenges with the group.
Present Your Budget to a Financial Advisor
Getting feedback from an expert will help you refine your budgeting skills.
Show steps
  • Find a financial advisor who offers free consultations.
  • Prepare a presentation that outlines your budget and goals.
  • Meet with the financial advisor and get their feedback.
Write a Blog Post About Your Budgeting Journey
Share your knowledge and experiences with others.
Show steps
  • Choose a blogging platform.
  • Create a blog post that outlines your budgeting tips and strategies.
  • Promote your blog post on social media.
Volunteer at a Financial Literacy Organization
Helping others with their finances will reinforce your own knowledge.
Show steps
  • Find a financial literacy organization in your community.
  • Volunteer your time to teach budgeting classes or provide one-on-one counseling.

Career center

Learners who complete Create a Budget with Google Sheets will develop knowledge and skills that may be useful to these careers:
Budget Analyst
Budget Analysts typically have a bachelor's degree in accounting, finance, or a related field. Budget Analysts prepare and manage budgets for businesses and organizations. They also may provide advice on financial planning and budgeting. The Create a Budget with Google Sheets course may be useful for Budget Analysts because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Budget Analyst
Financial Manager
Financial Managers typically have a bachelor's degree in finance, accounting, or a related field. Financial Managers oversee the financial operations of businesses and organizations. They are responsible for budgeting, financial planning, and investing. The Create a Budget with Google Sheets course may be useful for Financial Managers because it can help them develop the skills needed to create and manage budgets for their organizations.
See salaries and explore the career path for Financial Manager
Chief Financial Officer (CFO)
CFOs typically have a master's degree in business administration (MBA) or a related field. CFOs are responsible for the financial operations of businesses and organizations. They oversee budgeting, financial planning, and investing. The Create a Budget with Google Sheets course may be useful for CFOs because it can help them develop the skills needed to create and manage budgets for their organizations.
See salaries and explore the career path for Chief Financial Officer (CFO)
Financial Analyst
Financial Analysts typically have a bachelor's degree in finance, economics, or a related field. Financial Analysts analyze financial data and make recommendations for investment decisions. They also may provide financial advice to individuals and businesses. Financial Analysts may find the Create a Budget with Google Sheets course helpful because it can provide them with additional skills and knowledge in budgeting and financial analysis.
See salaries and explore the career path for Financial Analyst
Risk Analyst
Risk Analysts typically have a bachelor's degree in finance, economics, or a related field. Risk Analysts assess and manage financial risks for businesses and organizations. They also may develop and implement risk management strategies. The Create a Budget with Google Sheets course may be useful for Risk Analysts because it can help them develop the skills needed to create and manage budgets for risk management purposes.
See salaries and explore the career path for Risk Analyst
Financial Planner
Financial Planners typically have a bachelor's degree in finance, economics, or a related field. Financial Planners help individuals and families achieve their financial goals by providing advice on investments, retirement planning, and other financial matters. The Create a Budget with Google Sheets course may be useful for Financial Planners because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Financial Planner
Auditor
Auditors typically have a bachelor's degree in accounting or a related field. Auditors examine financial records to ensure that they are accurate and complete. They also may provide advice on financial reporting and internal controls. The Create a Budget with Google Sheets course may be useful for Auditors because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Auditor
Tax Accountant
Tax Accountants typically have a bachelor's degree in accounting or a related field. Tax Accountants prepare and file tax returns for individuals and businesses. They also may provide advice on tax planning and tax laws. The Create a Budget with Google Sheets course may be useful for Tax Accountants because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Tax Accountant
Accountant
Accountants typically have a bachelor's degree in accounting or a related field. Accountants prepare and manage financial records for businesses and individuals. They also may provide tax advice and other financial services. The Create a Budget with Google Sheets course may be useful for Accountants because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Accountant
Forensic Accountant
Forensic Accountants typically have a bachelor's degree in accounting or a related field. Forensic Accountants investigate financial crimes and misconduct. They also may provide expert testimony in court. The Create a Budget with Google Sheets course may be useful for Forensic Accountants because it can help them develop the skills needed to create and manage budgets for their investigations.
See salaries and explore the career path for Forensic Accountant
Investment Analyst
Investment Analysts typically have a bachelor's degree in finance, economics, or a related field. Investment Analysts analyze financial data and make recommendations for investment decisions. They also may provide financial advice to individuals and businesses. The Create a Budget with Google Sheets course may be useful for Investment Analysts because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Investment Analyst
Management Consultant
Management Consultants typically have a master's degree in business administration (MBA) or a related field. Management Consultants help businesses improve their performance by analyzing their operations and recommending changes. They may also provide advice on strategy, marketing, and finance. The Create a Budget with Google Sheets course may be useful for Management Consultants because it can help them develop the skills needed to create and manage budgets for their clients.
See salaries and explore the career path for Management Consultant
Program and Budget Analyst
A Program and Budget Analyst typically holds a master's degree in public administration, economics, or a similar field. Program and Budget Analysts plan, develop, and evaluate budgets for government agencies and non-profit organizations. They analyze financial data, identify funding sources, and develop recommendations for how to allocate resources. The Create a Budget with Google Sheets course may be useful for this role because it can help Program and Budget Analysts develop the skills needed to create and manage budgets.
See salaries and explore the career path for Program and Budget Analyst
Business Analyst
Business Analysts typically have a bachelor's degree in business administration, information systems, or a related field. Business Analysts analyze business processes and make recommendations for improvements. They also may develop and implement business analysis tools and techniques. The Create a Budget with Google Sheets course may be useful for Business Analysts because it can help them develop the skills needed to create and manage budgets for their business analysis projects.
See salaries and explore the career path for Business Analyst
Data Analyst
Data Analysts typically have a bachelor's degree in computer science, statistics, or a related field. Data Analysts collect, analyze, and interpret data to identify trends and patterns. They also may develop and implement data analysis tools and techniques. The Create a Budget with Google Sheets course may be useful for Data Analysts because it can help them develop the skills needed to create and manage budgets for their data analysis projects.
See salaries and explore the career path for Data Analyst

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Create a Budget with Google Sheets.
Cover image
Excel Workbook For Dummies
Save
Provides a comprehensive overview of Google Sheets, covering the basics of creating and editing spreadsheets, formatting data, using formulas and functions, and creating charts and graphs. It's a great resource for beginners who want to learn the fundamentals of Google Sheets.
Excel Workbook For Dummies
Paperback
$$
Excel Workbook For Dummies
Kindle Edition
$$
Cover image
Carmen Pomiés
Save
Focuses on using Google Sheets for business purposes, such as managing budgets, tracking projects, and analyzing data. It covers more advanced topics such as pivot tables, macros, and scripting, making it a valuable resource for users who want to take their spreadsheet skills to the next level.
Carmen Pomiés
Paperback
Check
Carmen Pomiés
Kindle Edition
Check
Cover image
Big Data, Data Mining, and Machine Learning
Save
Provides a comprehensive guide to using Google Sheets for data analysis. It covers topics such as data cleaning, data exploration, and data visualization. It's a valuable resource for users who want to learn how to use Google Sheets to make sense of their data.
Big Data, Data Mining, and Machine Learning
Paperback
Check
Big Data, Data Mining, and Machine Learning
Kindle Edition
Check
Cover image
Designing Public Policies
Save
Is tailored specifically for users who want to use Google Sheets for financial modeling and analysis. It covers topics such as creating financial statements, performing financial calculations, and using add-ons to extend the functionality of Google Sheets.
Designing Public Policies: Principles and...
Paperback
$$
Designing Public Policies: Principles and...
Paperback
$$
Designing for Policy Effectiveness: Defining and...
Paperback
$$
Designing Public Policies: Principles and...
Kindle Edition
$$
Cover image
Managing at a Distance
Save
Shows users how to use Google Sheets to manage projects effectively. It covers topics such as creating project plans, tracking progress, and managing resources. It's a great resource for project managers who want to use Google Sheets to streamline their work.
Managing at a Distance: A Manager’s Guide to the...
Kindle Edition
$$
Cover image
Voiced and Voiceless in Asia
Save
Is designed for educators who want to use Google Sheets in the classroom. It covers topics such as using Google Sheets for student projects, creating interactive lessons, and assessing student learning. It's a valuable resource for teachers who want to use Google Sheets to enhance their teaching.
Voiced and Voiceless in Asia
Paperback
Check
Voiced and Voiceless in Asia
Kindle Edition
Check
Cover image
American Burial Ground
Save
Is written for small business owners and entrepreneurs who want to use Google Sheets to manage their business finances. It covers topics such as creating financial statements, tracking expenses, and managing cash flow.
American Burial Ground
Paperback
Check
American Burial Ground
Kindle Edition
Check

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Course image
Effort
1 hour
Level
Introductory
Via
Coursera
Institution
Coursera Project Network
Instructor
Jamie Schroeder
Language
English
Good to know
Develops budgeting skills using Google Sheets, which is standard in accounting and finance
Taught by Jamie Schroeder, a recognized expert in financial management
Offers hands-on exercises in Google Sheets, providing practical experience
May require some prior knowledge of Google Sheets
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