Track expenses and investment in Google sheets for beginners from Coursera

By the end of this project, you will be able to create an expenses and investments tracker using only Google sheets, which will help you track all your expenses and user fund investments. You will be able to track all your money at the beginning and end of the month. Whether you need to track your expenses, save more money, measure your income and create a link between them all to better allocate your money, this project will help you do so. Since tracking and monitoring allows you to create a spending plan for your money, it ensures that you will always have enough money for the things that you need and the things that are important for you. Following an expense tracker or spending plan will also keep you out of debt or help you work your way out of debt. Throughout the project you will be able to acquire the basic Google Sheets skills that are needed to organize your investments and expenses and create a cash flow tracker that you can use to limit or prioritize your spending. Along the way, you will be applying and practicing the basic features of spreadsheets such as formatting and calculations, as well as create tables and charts to use in your financial management that are efficient and versatile. This project will help you and your household live a better life. Note: This course works best for learners who are based in the North America region. Weâ€™re currently working on providing the same experience in other regions.

Good to know

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Teaches real-world skills for expense and investment management, which can lead to tangible benefits in personal finance

Helps learners organize their financial data, which is standard practice in finance and accounting

Suitable for learners who are based in the North America region, which can be a limitation for those who are not

Provides a solid foundation for beginners in personal finance management

Utilizes Google Sheets, which is a widely accessible and familiar tool

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 Track expenses and investment in Google sheets for beginners with these activities:

Learn the basics of Google Sheets

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This will give you a solid foundation in the basics of Google Sheets, which will be essential for completing this project.

Browse courses on Google Sheets

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Watch a tutorial on the basics of Google Sheets
Practice using the different features of Google Sheets

Review basic math concepts

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This will help you ensure that you have the necessary math skills to complete this project.

Browse courses on Arithmetic

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Review basic arithmetic operations
Practice solving simple math problems

Review any financial applications

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Start by reviewing your familiarity with spreadsheet applications using this project. This will help you recall any knowledge that you may have overlooked.

Browse courses on Google Sheets

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Open a spreadsheet application
Create a table and add data
Create a basic formula to calculate a sum

Five other activities

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Compile a list of your expenses and income

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This is a good way to start learning how to track your financial situation. It will provide a snapshot of where you currently are.

Browse courses on Financial Management

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Gather all of your financial statements
Make two lists: one for expenses and one for income
Categorize each entry

Read The Total Money Makeover

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This book provides a step-by-step plan for getting out of debt and building wealth. It is a great resource for anyone who wants to learn more about financial management.

View The Total Money Makeover Updated and Expanded:... on Amazon

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Buy a copy of The Total Money Makeover
Read the book
Implement the principles in the book

Discuss your budgeting strategies with a friend or family member

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This is a great way to get feedback on your budgeting strategies and learn from others.

Browse courses on Financial Management

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Find a friend or family member who is willing to discuss their budgeting strategies
Share your own budgeting strategies
Discuss the pros and cons of each other's strategies

Create a budget using Google Sheets

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This will allow you to apply the skills you have learned in this project to create a practical tool that you can use to manage your finances.

Browse courses on Financial Management

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Create a new Google Sheet
Set up a budget template
Enter your income and expenses
Track your progress

Contribute to a budgeting app

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This is a great way to learn about budgeting and software development while also contributing to the open source community.

Browse courses on Financial Management

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Find an open source budgeting app
Read the documentation
Make a contribution

Career center

Learners who complete Track expenses and investment in Google sheets for beginners will develop knowledge and skills that may be useful to these careers:

Wealth Manager

Wealth managers help individuals and families manage their wealth. They work with clients to assess their financial situation, identify financial goals, and make recommendations on how to save, invest, and manage money. This course can help wealth managers develop the skills needed to track and manage expenses and investments, which is essential for helping clients achieve their financial goals.

See salaries and explore the career path for Wealth Manager

Personal Financial Advisor

Personal financial advisors help individuals and families manage their finances. They work with clients to assess their financial situation, identify financial goals, and make recommendations on how to save, invest, and manage money. This course can help personal financial advisors develop the skills needed to track and manage expenses and investments, which is essential for helping clients achieve their financial goals.

See salaries and explore the career path for Personal Financial Advisor

Financial Planner

Financial planners help individuals and families plan for their financial future. They work with clients to assess their financial situation, identify financial goals, and make recommendations on how to save, invest, and manage money. This course can help financial planners develop the skills needed to track and manage expenses and investments, which is essential for helping clients achieve their financial goals.

See salaries and explore the career path for Financial Planner

Financial Analyst

Financial analysts use financial data to make recommendations on investments and financial strategies. They work with businesses and individuals to analyze financial data, identify trends, and make recommendations on how to invest and manage money. This course can help financial analysts develop the skills needed to track and manage expenses and investments, which is essential for making sound investment and financial strategy recommendations.

See salaries and explore the career path for Financial Analyst

Investment Manager

Investment managers are responsible for managing investment portfolios for individuals and institutions. They work with clients to assess their financial situation, identify investment goals, and make recommendations on how to invest and manage money. This course can help investment managers develop the skills needed to track and manage expenses and investments, which is essential for making sound investment decisions and managing investment portfolios.

See salaries and explore the career path for Investment Manager

Portfolio Manager

Portfolio managers manage investment portfolios for individuals and institutions. They work with clients to assess their financial situation, identify investment goals, and make recommendations on how to invest and manage money. This course can help portfolio managers develop the skills needed to track and manage expenses and investments, which is essential for making sound investment decisions and managing investment portfolios.

See salaries and explore the career path for Portfolio Manager

Investment Banker

Investment bankers help businesses and individuals raise capital and advise on mergers and acquisitions. They work with businesses and individuals to analyze financial data, identify investment opportunities, and make recommendations on how to raise capital. This course can help investment bankers develop the skills needed to track and manage expenses and investments, which is essential for identifying investment opportunities and making sound investment recommendations.

See salaries and explore the career path for Investment Banker

Budget Analyst

Budget analysts help businesses and governments plan and manage their budgets. They work with clients to assess financial needs, identify funding sources, and make recommendations on how to allocate and manage funds. This course can help budget analysts develop the skills needed to track and manage expenses and investments, which is essential for ensuring the efficient and effective use of financial resources.

See salaries and explore the career path for Budget Analyst

Auditor

Auditors examine and verify financial records and statements to ensure that they are accurate and compliant with regulations. They work with businesses and individuals to identify and correct discrepancies in financial data, and to prepare financial reports. This course can help auditors develop the skills needed to track and manage expenses and investments, which is essential for ensuring the accuracy and compliance of financial records and statements.

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Financial Controller

Financial controllers are responsible for the financial management of businesses. They work with businesses to oversee financial operations, prepare financial statements, and ensure compliance with financial regulations. This course can help financial controllers develop the skills needed to track and manage expenses and investments, which is essential for ensuring the accuracy and reliability of financial statements and compliance with financial regulations.

See salaries and explore the career path for Financial Controller

Tax Preparer

Tax preparers prepare tax returns for individuals and businesses. They work with clients to gather financial data, calculate taxes, and file tax returns. This course can help tax preparers develop the skills needed to track and manage expenses and investments, which is essential for ensuring the accuracy of tax returns and minimizing tax liability.

See salaries and explore the career path for Tax Preparer

Accountant

Accountants examine and analyze financial data in order to ensure that financial records and reports are accurate. They use their accounting knowledge to identify and correct discrepancies in financial data, and to prepare financial statements for businesses and individuals. This course can help accountants develop the skills needed to track and manage expenses and investments, which is essential for ensuring the accuracy of financial records and reports.

See salaries and explore the career path for Accountant

Risk Manager

Risk managers help businesses and individuals identify and manage their risks. They work with clients to assess risks, develop risk management plans, and implement risk mitigation strategies. This course can help risk managers develop the skills needed to track and manage expenses and investments, which is essential for identifying and managing risks and developing risk management plans.

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Cost Accountant

Cost accountants help businesses track and analyze their costs. They work with businesses to identify and control costs, and to improve profitability. This course can help cost accountants develop the skills needed to track and manage expenses and investments, which is essential for identifying and controlling costs and improving profitability.

See salaries and explore the career path for Cost Accountant

Real Estate Agent

Real estate agents help individuals and families buy, sell, and rent property. They work with clients to assess their needs, identify properties, and negotiate deals. This course can help real estate agents develop the skills needed to track and manage expenses and investments, which is essential for managing their own business and helping clients make sound real estate decisions.

See salaries and explore the career path for Real Estate Agent