We may earn an affiliate commission when you visit our partners.
Paula Del Rey
En este curso basado en un proyecto y de 2 horas de duración, aprenderás a crear un plan de ahorro en renta fija con Google Sheets, donde llevarás cuenta de los gastos e ingresos mensuales. Ingresarás valores planeados y actuales para las distintas categorías de los gastos e ingresos, y calcularás la diferencia para obtener el ahorro de cada mes. Aprenderás cómo podemos representar estos valores de una manera sencilla y visual para comparar los gastos e ingresos actuales frente a los planeados. Este plan de ahorro le ayudará a ver en qué categorías tiene gastos mayores de los planeados para así poder planear y modificar sus futuros...
Read more
En este curso basado en un proyecto y de 2 horas de duración, aprenderás a crear un plan de ahorro en renta fija con Google Sheets, donde llevarás cuenta de los gastos e ingresos mensuales. Ingresarás valores planeados y actuales para las distintas categorías de los gastos e ingresos, y calcularás la diferencia para obtener el ahorro de cada mes. Aprenderás cómo podemos representar estos valores de una manera sencilla y visual para comparar los gastos e ingresos actuales frente a los planeados. Este plan de ahorro le ayudará a ver en qué categorías tiene gastos mayores de los planeados para así poder planear y modificar sus futuros...
Read more
En este curso basado en un proyecto y de 2 horas de duración, aprenderás a crear un plan de ahorro en renta fija con Google Sheets, donde llevarás cuenta de los gastos e ingresos mensuales. Ingresarás valores planeados y actuales para las distintas categorías de los gastos e ingresos, y calcularás la diferencia para obtener el ahorro de cada mes. Aprenderás cómo podemos representar estos valores de una manera sencilla y visual para comparar los gastos e ingresos actuales frente a los planeados. Este plan de ahorro le ayudará a ver en qué categorías tiene gastos mayores de los planeados para así poder planear y modificar sus futuros gastos.
Nota: Este curso es de mayor utilidad para estudiantes que residen en la región de América del Norte. Actualmente, estamos trabajando para proporcionar la misma experiencia en otras regiones.
Register for this course and see more details by visiting:
OpenCourser.com/course/c8skmn/crear
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Ideal for beginners new to financial planning
Helps learners track income and expenses effectively
Provides a visual representation of financial data
Focuses on practical application and teaches budgeting skills
Specifically designed for individuals in North America
May not be suitable for learners with advanced financial knowledge
Save this course
Save Crear un plan de ahorro en renta fija con Google Sheets to your list so you can find it easily later:
Save
Save
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 Crear un plan de ahorro en renta fija con Google Sheets with these
activities:
Review basic budgeting principles
Show steps
Review the fundamentals of budgeting to ensure you have a strong foundation for this course.
Browse courses on
Budgeting
Show steps
-
Consult budgeting resources online or in libraries.
-
Review budgeting worksheets and templates.
-
Create a sample budget based on hypothetical income and expenses.
Create a practice budget
Show steps
Apply the budgeting principles you learn in the course to create a practice budget for yourself.
Show steps
-
Gather your income and expense information.
-
Categorize your expenses and assign amounts.
-
Create a budget using a spreadsheet or budgeting app.
-
Review your budget and make adjustments as needed.
Practice tracking expenses
Show steps
Regularly track your expenses to enhance your understanding of your spending habits.
Show steps
-
Choose a method for tracking expenses (e.g., spreadsheet, app, notebook).
-
Record every expense, no matter how small.
-
Categorize expenses as you track them.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a financial planning workshop
Show steps
Connect with professionals in the finance industry to gain insights and expand your knowledge.
Show steps
-
Research and identify relevant workshops in your area.
-
Register for a workshop that aligns with your interests.
-
Attend the workshop and actively participate in discussions.
Join a budgeting support group
Show steps
Connect with others who are also working on improving their budgeting skills.
Show steps
-
Search for local budgeting support groups or online forums.
-
Join a group that meets regularly.
-
Share your budgeting experiences and insights with others.
Participate in a budgeting challenge
Show steps
Challenge yourself to improve your budgeting skills by participating in a competition.
Show steps
-
Research and find budgeting challenges that align with your goals.
-
Set realistic goals and track your progress throughout the challenge.
-
Implement the budgeting strategies you learn from the challenge.
Create a resource library on budgeting
Show steps
Gather and organize valuable resources on budgeting to enhance your knowledge base.
Show steps
-
Identify and collect articles, books, videos, and other resources on budgeting.
-
Categorize and organize the resources in a logical manner.
-
Create a central repository (e.g., folder, online platform) to store the resources.
Review basic budgeting principles
Show steps
Review the fundamentals of budgeting to ensure you have a strong foundation for this course.
Browse courses on
Budgeting
Show steps
Show steps
Show steps
- Consult budgeting resources online or in libraries.
- Review budgeting worksheets and templates.
- Create a sample budget based on hypothetical income and expenses.
Create a practice budget
Show steps
Apply the budgeting principles you learn in the course to create a practice budget for yourself.
Show steps
Show steps
Show steps
- Gather your income and expense information.
- Categorize your expenses and assign amounts.
- Create a budget using a spreadsheet or budgeting app.
- Review your budget and make adjustments as needed.
Practice tracking expenses
Show steps
Regularly track your expenses to enhance your understanding of your spending habits.
Show steps
Show steps
Show steps
- Choose a method for tracking expenses (e.g., spreadsheet, app, notebook).
- Record every expense, no matter how small.
- Categorize expenses as you track them.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a financial planning workshop
Show steps
Connect with professionals in the finance industry to gain insights and expand your knowledge.
Show steps
Show steps
Show steps
- Research and identify relevant workshops in your area.
- Register for a workshop that aligns with your interests.
- Attend the workshop and actively participate in discussions.
Join a budgeting support group
Show steps
Connect with others who are also working on improving their budgeting skills.
Show steps
Show steps
Show steps
- Search for local budgeting support groups or online forums.
- Join a group that meets regularly.
- Share your budgeting experiences and insights with others.
Participate in a budgeting challenge
Show steps
Challenge yourself to improve your budgeting skills by participating in a competition.
Show steps
Show steps
Show steps
- Research and find budgeting challenges that align with your goals.
- Set realistic goals and track your progress throughout the challenge.
- Implement the budgeting strategies you learn from the challenge.
Create a resource library on budgeting
Show steps
Gather and organize valuable resources on budgeting to enhance your knowledge base.
Show steps
Show steps
Show steps
- Identify and collect articles, books, videos, and other resources on budgeting.
- Categorize and organize the resources in a logical manner.
- Create a central repository (e.g., folder, online platform) to store the resources.
Career center
Learners who complete Crear un plan de ahorro en renta fija con Google Sheets will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
A Financial Analyst helps organizations by figuring out how to make smart and profitable business decisions concerning investments, which can involve creating an investment plan and managing portfolios. This course would be useful to a Financial Analyst because it teaches them how to create a financial plan and track their income and expenses, which is a necessary skill for this role.
Auditor
Auditor
An Auditor reviews financial records to make sure they are accurate, which often requires them to create a financial plan. This course can help someone in this role by teaching them how to create a financial plan that outlines their income and expenses.
Budget Analyst
Budget Analyst
A Budget Analyst helps organizations make financial plans to meet their goals and objectives.
Personal Financial Advisor
Personal Financial Advisor
A Personal Financial Advisor helps individuals and families create a financial plan to meet their financial goals.
Investment Banker
Investment Banker
An Investment Banker helps companies and governments raise money to finance their operations.
Risk Analyst
Risk Analyst
A Risk Analyst helps organizations identify and manage financial risks.
Financial Manager
Financial Manager
A Financial Manager is responsible for the financial health of an organization.
Portfolio Manager
Portfolio Manager
A Portfolio Manager is responsible for managing a portfolio of investments for clients.
Credit Analyst
Credit Analyst
A Credit Analyst assesses the creditworthiness of borrowers.
Tax Accountant
Tax Accountant
A Tax Accountant helps individuals and businesses to prepare and file their tax returns.
Compliance Officer
Compliance Officer
A Compliance Officer ensures that an organization complies with all applicable laws and regulations.
Insurance Agent
Insurance Agent
An Insurance Agent sells insurance policies to individuals and businesses.
Actuary
Actuary
An Actuary uses mathematics and statistics to assess risk and uncertainty.
Financial Consultant
Financial Consultant
A Financial Consultant provides financial advice to individuals and businesses.
Economist
Economist
An Economist studies the production, distribution, and consumption of goods and services.
For more career information including salaries, visit:
OpenCourser.com/course/c8skmn/crear
Reading list
We've selected 18 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
Crear un plan de ahorro en renta fija con Google Sheets.
This comprehensive guide to passive investing is written by members of the Bogleheads forum and emphasizes the principles of low-cost index fund investing.
Considered a classic in the field, this book offers timeless investment principles based on value investing and the concept of a margin of safety.
This classic book on investing provides timeless principles that can be applied to fixed income investing. It must-read for anyone who wants to learn more about value investing.
Save
This concise and accessible book offers a comprehensive guide to long-term wealth accumulation through stock index investing.
Save
As the founder of Vanguard, John Bogle shares his insights on the importance of low-cost investing and long-term perspective.
Specifically tailored for young adults, this book provides practical strategies for managing money, reducing debt, and achieving financial freedom.
Provides a comprehensive overview of fixed income securities, including their analysis and investment. It good choice for investors who want to learn more about fixed income investing.
Explores the psychological factors that influence our financial decisions, highlighting the importance of understanding our relationship with money.
Provides a comprehensive overview of fixed income mathematics. It covers a wide range of topics, including fixed income models, fixed income pricing, and fixed income risk management. It good choice for investors who want to learn more about fixed income investing.
This handbook provides a comprehensive overview of fixed income securities, including their characteristics, risks, and returns. It good reference for investors who want to learn more about fixed income investing.
Save
This practical book emphasizes the power of automation in building wealth, highlighting the importance of setting up systems to effortlessly save and invest.
Based on extensive research, this book identifies the common financial habits of millionaires and debunks the myth that they are all high earners.
This popular book provides practical advice on budgeting, saving, and investing, with a focus on behavioral finance and motivation.
Covers a wide range of personal finance topics that are often overlooked in traditional education, including investing, credit management, and retirement planning.
Save
Provides a historical perspective on the evolution of money and financial systems, offering a broad context for understanding fixed income.
Save
This thought-provoking book challenges traditional financial advice and encourages readers to pursue financial independence through entrepreneurship and investing.
This popular book follows a specific plan for getting out of debt and building wealth, emphasizing debt reduction and responsible spending.
Written in a conversational style, this Canadian book provides simple and effective principles for saving, investing, and building wealth.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/c8skmn/crear
Share
Similar courses
Here are nine courses similar to
Crear un plan de ahorro en renta fija con Google Sheets.
Crear una hoja de asequilibilidad del hogar en Google Sheets
OpenCourser.com/course/l8n22x/crear
Crear una hoja de asequilibilidad del hogar en Google...
Most relevant
Análisis de Variación con Google Sheets
OpenCourser.com/course/kasdvm/analisis
Análisis de Variación con Google Sheets
Most relevant
Gestión de proyectos con la metodología Agile
OpenCourser.com/course/7szwpn/gestion
Gestión de proyectos con la metodología Agile
Most relevant
Pronóstico y Análisis de los Ingresos Públicos (RFAx)
OpenCourser.com/course/bgtznz/pronostico
Pronóstico y Análisis de los Ingresos Públicos (RFAx)
Most relevant
Evaluación de valores: Identificación de talento y cultura organizativa
OpenCourser.com/course/2d6evy/evaluacion
Evaluación de valores: Identificación de talento y...
Most relevant
Gestión de Ingresos
OpenCourser.com/course/hb50o6/gestion
Gestión de Ingresos
Most relevant
Herramientas pedagógicas para combatir el racismo en las aulas
OpenCourser.com/course/pbloxx/herramientas
Herramientas pedagógicas para combatir el racismo en las...
Most relevant
Creando un presupuesto con Microsoft Excel
OpenCourser.com/course/ww6ko7/creando
Creando un presupuesto con Microsoft Excel
Most relevant
Fundamentos de las Ventas y el Marketing con Goldman Sachs 10,000 Women
OpenCourser.com/course/882ue3/fundamentos
Fundamentos de las Ventas y el Marketing con Goldman...
Most relevant
Time
2 hours
Via
Coursera
Institution
Coursera Project Network
Instructor
Paula Del Rey
Good to know
Ideal for beginners new to financial planning
Helps learners track income and expenses effectively
Provides a visual representation of financial data
Focuses on practical application and teaches budgeting skills
Specifically designed for individuals in North America
May not be suitable for learners with advanced financial knowledge
Our mission
OpenCourser helps millions of learners each year. People visit us to learn workspace skills, ace their exams, and nurture their curiosity.
Our extensive catalog contains over 50,000 courses and twice as many books. Browse by search, by topic, or even by career interests. We'll match you to the right resources quickly.
Find this site helpful? Tell a friend about us.
Affiliate disclosure
We're supported by our community of learners. When you purchase or subscribe to courses and programs or purchase books, we may earn a commission from our partners.
Your purchases help us maintain our catalog and keep our servers humming without ads.
Thank you for supporting OpenCourser.
© 2016 - 2024 OpenCourser