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Summer Scaggs
By the end of this project, you will learn how to create a budget template in an Excel Spreadsheet by using a free version of Microsoft Office Excel.
Read more
By the end of this project, you will learn how to create a budget template in an Excel Spreadsheet by using a free version of Microsoft Office Excel.
Read more
By the end of this project, you will learn how to create a budget template in an Excel Spreadsheet by using a free version of Microsoft Office Excel.
Excel is a spreadsheet that is similar in layout as accounting spreadsheets. It consists of individual cells that can be used to build functions, formulas, tables, and graphs that easily organize and analyze large amounts of information and data. While a budget helps you stay within estimated costs and expenses for either a business or a family. We will learn to create a budget both automatically and manually, step by step. By utilizing Microsoft Excel you will reduce the burden of budgeting and see increase in accuracy. It will allow you to scale budgeting and to make record keeping and tracking of expenditures easier. We will also use basic graphing for presenting budget tracking. You do not need to be an advance user of Microsoft Excel as we will show you how to use templates that are provided in the program and simple formulas to create a budget for any reason.
Register for this course and see more details by visiting:
OpenCourser.com/course/wd7g6t/creating
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What's inside
Syllabus
Project Overview
By the end of this project, you will be able to create a budget in Microsoft Excel either from scratch or using templates. Once created, you will be able to track your budget in a graphic nature.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Suitable for novice learners with no prior experience in budgeting
Emphasizes organizing and analyzing large amounts of information
Provides step-by-step guidance for creating both automatic and manual budgets
Utilizes basic graphing techniques for effective budget tracking
Leverages Microsoft Excel, a widely used spreadsheet software
Focuses on practical application and reducing the burden of budgeting
Save this course
Save Creating a Budget with Microsoft Excel to your list so you can find it easily later:
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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 Creating a Budget with Microsoft Excel with these
activities:
Gather and organize course materials
Show steps
Prepare for success by gathering and organizing all relevant course materials in advance.
Show steps
-
Download and print course syllabus and lecture notes
-
Create a dedicated folder for course materials
Review basic accounting principles
Show steps
Strengthen your budgeting foundation by refreshing your knowledge of basic accounting principles.
Browse courses on
Accounting Basics
Show steps
-
Review concepts of assets, liabilities, income, and expenses
Read 'Excel for Dummies'
Show steps
Build a solid foundation in Excel by reviewing a comprehensive guide to its features and functionalities.
View
Excel 2010 For Dummies eBook Set
on Amazon
Show steps
-
Read chapters relevant to budgeting and financial management
-
Complete practice exercises to reinforce your understanding
Three other activities
Expand to see all activities and additional details
Show all six activities
Join an Excel budgeting study group
Show steps
Collaborate with peers to enhance your budgeting knowledge and skills.
Show steps
-
Find or create a study group with peers in the course
-
Meet regularly to discuss course material and budgeting techniques
Utilizing advanced functions within Excel for budgeting
Show steps
Gain proficiency in advanced Excel functions to enhance your budgeting capabilities.
Browse courses on
Excel Functions
Show steps
-
Identify and research advanced Excel functions relevant to budgeting
-
Practice implementing these functions in a practice spreadsheet
-
Incorporate these functions into your existing budget template
Create a visual representation of your budget
Show steps
Enhance your understanding of budgeting by visualizing your financial data through graphs and charts.
Browse courses on
Data Visualization
Show steps
-
Choose appropriate data visualization techniques for your budget
-
Create visual representations of your income, expenses, and savings
-
Use visualization tools to identify trends and patterns
Gather and organize course materials
Show steps
Prepare for success by gathering and organizing all relevant course materials in advance.
Show steps
Show steps
Show steps
- Download and print course syllabus and lecture notes
- Create a dedicated folder for course materials
Review basic accounting principles
Show steps
Strengthen your budgeting foundation by refreshing your knowledge of basic accounting principles.
Browse courses on
Accounting Basics
Show steps
Show steps
Show steps
- Review concepts of assets, liabilities, income, and expenses
Read 'Excel for Dummies'
Show steps
Build a solid foundation in Excel by reviewing a comprehensive guide to its features and functionalities.
View
Excel 2010 For Dummies eBook Set
on Amazon
Show steps
Show steps
Show steps
- Read chapters relevant to budgeting and financial management
- Complete practice exercises to reinforce your understanding
Three other activities
Expand to see all activities and additional details
Show all six activities
Join an Excel budgeting study group
Show steps
Collaborate with peers to enhance your budgeting knowledge and skills.
Show steps
Show steps
Show steps
- Find or create a study group with peers in the course
- Meet regularly to discuss course material and budgeting techniques
Utilizing advanced functions within Excel for budgeting
Show steps
Gain proficiency in advanced Excel functions to enhance your budgeting capabilities.
Browse courses on
Excel Functions
Show steps
Show steps
Show steps
- Identify and research advanced Excel functions relevant to budgeting
- Practice implementing these functions in a practice spreadsheet
- Incorporate these functions into your existing budget template
Create a visual representation of your budget
Show steps
Enhance your understanding of budgeting by visualizing your financial data through graphs and charts.
Browse courses on
Data Visualization
Show steps
Show steps
Show steps
- Choose appropriate data visualization techniques for your budget
- Create visual representations of your income, expenses, and savings
- Use visualization tools to identify trends and patterns
Career center
Learners who complete Creating a Budget with Microsoft Excel will develop knowledge and skills
that may be useful to these careers:
Budget Analyst
Budget Analyst
Budget Analysts are responsible for the creation and management of budgets within an organization. As a Budget Analyst, you will work to develop and maintain financial plans, ensuring that resources are allocated efficiently and effectively. Microsoft Excel is widely used for budgeting, and this course will help you become proficient in using its features to create accurate and reliable budgets. By learning how to use Excel for budgeting, you will gain valuable skills that will enhance your ability to perform your job responsibilities effectively.
Financial Analyst
Financial Analyst
Financial Analysts are responsible for analyzing the financial performance of companies and making recommendations on investment decisions. In this role, you will use your knowledge of financial markets and Excel skills to evaluate financial data, develop financial models, and make investment recommendations to clients. This course will provide you with a solid foundation in using Excel for financial analysis, helping you to succeed in your role as a Financial Analyst.
Management Consultant
Management Consultant
Management Consultants help businesses improve their performance by providing recommendations on strategy, operations, and technology. As a Management Consultant, you will use your Excel skills to analyze data, develop recommendations, and create presentations for clients. This course will provide you with the skills you need to use Excel effectively in your role as a Management Consultant, helping you to succeed in this fast-paced and demanding field.
Auditor
Auditor
Auditors are responsible for examining the financial records of companies to ensure that they are accurate and compliant with regulations. In this role, you will use your Excel skills to analyze financial data, identify discrepancies, and prepare audit reports. This course will provide you with the skills you need to use Excel effectively in your role as an Auditor, helping you to succeed in this important and challenging field.
Accountant
Accountant
Accountants are responsible for managing the financial records of companies and preparing financial statements. In this role, you will use your Excel skills to record transactions, prepare financial reports, and file tax returns. This course will provide you with the skills you need to use Excel effectively in your role as an Accountant, helping you to succeed in this essential and rewarding field.
Data Analyst
Data Analyst
Data Analysts are responsible for collecting, cleaning, and analyzing data to identify trends and patterns. In this role, you will use your Excel skills to manipulate data, create visualizations, and develop insights. This course will provide you with the skills you need to use Excel effectively in your role as a Data Analyst, helping you to succeed in this exciting and growing field.
Financial Planner
Financial Planner
Financial Planners help individuals and families plan for their financial futures. In this role, you will use your Excel skills to create financial plans, recommend investments, and manage risk. This course will provide you with the skills you need to use Excel effectively in your role as a Financial Planner, helping you to succeed in this rewarding and challenging field.
Business Analyst
Business Analyst
Business Analysts are responsible for analyzing business processes and identifying areas for improvement. In this role, you will use your Excel skills to model business processes, create financial projections, and develop recommendations for improvement. This course will provide you with the skills you need to use Excel effectively in your role as a Business Analyst, helping you to succeed in this dynamic and rewarding field.
Project Manager
Project Manager
Project Managers are responsible for planning, executing, and closing projects. In this role, you will use your Excel skills to create project plans, track progress, and manage budgets. This course will provide you with the skills you need to use Excel effectively in your role as a Project Manager, helping you to succeed in this demanding and rewarding field.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital and advise on mergers and acquisitions. In this role, you will use your Excel skills to analyze financial data, build financial models, and develop pitch presentations. This course will provide you with the skills you need to use Excel effectively in your role as an Investment Banker, helping you to succeed in this competitive and lucrative field.
Marketing Manager
Marketing Manager
Marketing Managers are responsible for developing and executing marketing campaigns. In this role, you will use your Excel skills to track campaign performance, analyze data, and develop marketing budgets. This course will provide you with the skills you need to use Excel effectively in your role as a Marketing Manager, helping you to succeed in this dynamic and competitive field.
Operations Manager
Operations Manager
Operations Managers are responsible for overseeing the day-to-day operations of businesses. In this role, you will use your Excel skills to track performance, identify areas for improvement, and develop operational plans. This course will provide you with the skills you need to use Excel effectively in your role as an Operations Manager, helping you to succeed in this challenging and rewarding field.
Product Manager
Product Manager
Product Managers are responsible for overseeing the development and launch of new products. In this role, you will use your Excel skills to create product roadmaps, track progress, and manage budgets. This course will provide you with the skills you need to use Excel effectively in your role as a Product Manager, helping you to succeed in this challenging and rewarding field.
Software Engineer
Software Engineer
Software Engineers design, develop, and maintain software applications. In this role, you will use your Excel skills to manage technical requirements, track progress, and document software design. This course will provide you with the skills you need to use Excel effectively in your role as a Software Engineer, helping you to succeed in this exciting and in-demand field.
Data Scientist
Data Scientist
Data Scientists use data to solve business problems. In this role, you will use your Excel skills to clean and analyze data, develop predictive models, and present insights. This course will provide you with the skills you need to use Excel effectively in your role as a Data Scientist, helping you to succeed in this exciting and rapidly growing field.
For more career information including salaries, visit:
OpenCourser.com/course/wd7g6t/creating
Reading list
We've selected 11 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
Creating a Budget with Microsoft Excel.
Comprehensive guide to using Excel for data science. It covers all the basics, from importing and cleaning data to using statistical and machine learning techniques. It also includes more advanced topics, such as using VBA to create custom data science tools.
Save
Comprehensive guide to using Excel 2021. It covers all the basics, from creating and formatting spreadsheets to using formulas and functions. It also includes more advanced topics, such as data analysis and visualization.
Comprehensive guide to using Excel for data analysis and business modeling. It covers all the basics, from importing and cleaning data to using statistical and financial functions. It also includes more advanced topics, such as data visualization and forecasting.
Comprehensive guide to using Excel Power Query & Power BI. It covers all the basics, from importing and cleaning data to using data analysis and visualization tools. It also includes more advanced topics, such as using VBA to create custom Power Query queries and Power BI reports.
Step-by-step guide to using Excel 2021. It covers all the basics, from creating and formatting spreadsheets to using formulas and functions. It also includes more advanced topics, such as data analysis and visualization.
Comprehensive guide to using Excel functions and formulas. It covers all the basics, from simple arithmetic functions to more advanced statistical and financial functions. It also includes more advanced topics, such as using VBA to create custom functions.
Comprehensive guide to using Excel PivotTables and PivotCharts. It covers all the basics, from creating and formatting PivotTables and PivotCharts to using advanced techniques. It also includes more advanced topics, such as using VBA to create custom PivotTables and PivotCharts.
Comprehensive guide to using Excel for marketing. It covers all the basics, from creating and formatting marketing reports to using data analysis and visualization tools. It also includes more advanced topics, such as using VBA to create custom marketing tools.
Save
Comprehensive guide to using Excel charts and graphs. It covers all the basics, from creating and formatting charts to using advanced charting techniques. It also includes more advanced topics, such as using VBA to create custom charts.
Comprehensive guide to using Excel VBA for programming. It covers all the basics, from creating and using macros to using object-oriented programming. It also includes more advanced topics, such as working with data and using Excel's API.
Save
Comprehensive guide to using Excel for beginners. It covers all the basics, from creating and formatting spreadsheets to using formulas and functions. It also includes more advanced topics, such as data analysis and visualization.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/wd7g6t/creating
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Effort
1 hour and 30 minutes
Level
Intermediate
Via
Coursera
Institution
Coursera Project Network
Instructor
Summer Scaggs
Language
English
Transcript
tiếng Việt
Good to know
Suitable for novice learners with no prior experience in budgeting
Emphasizes organizing and analyzing large amounts of information
Provides step-by-step guidance for creating both automatic and manual budgets
Utilizes basic graphing techniques for effective budget tracking
Leverages Microsoft Excel, a widely used spreadsheet software
Focuses on practical application and reducing the burden of budgeting
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