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Introduction to Budget Management using Google Sheets

Farah yousef
By the end of this project, you will create a budget management table using Google sheets. 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...
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By the end of this project, you will create a budget management table using Google sheets. 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 provide you with the basic steps to do so. Since budgeting 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 a budget 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 income and expenses and create expense trackers 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 creating budget tables to use in your financial management that is efficient and versatile. This budget management table 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. We’re currently working on providing the same experience in other regions.
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Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides a solid foundation for tracking and managing finances, a crucial skill for financial literacy and independence
Emphasizes practical applications, empowering learners to implement budgeting strategies in their daily lives
Suitable for beginners seeking a structured approach to budgeting and expense management
Offers a user-friendly platform (Google Sheets) that is widely accessible and familiar to many

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Reviews summary

Excellent budget management course

This course provides a well thought out introduction to budget management using Google Sheets. Students consistently remark how well taught, organized, and practical it is. The course is designed for beginners without any prior experience in spreadsheet software, and these new users in particular appreciate the easy to follow instructions. Students complete the course with the basic skills and knowledge needed to create a functional budget in google sheets.
Great for new users.
"This course works best for learners who are complete beginners..."
Well thought out.
"well thought out in teaching"
"well structured."
Needed Google Sheets skills.
"acquire the basic Google Sheets skills that are needed to organize..."
Minor errors in quizzes.
"I do dispute one of the Quiz Answers - the question is "True/False - It’s essential to have a Google account to access Google sheets.""

Activities

Coming soon We're preparing activities for Introduction to Budget Management using Google Sheets. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Introduction to Budget Management using Google Sheets will develop knowledge and skills that may be useful to these careers:
Financial Analyst
Financial Analysts create financial models of companies and other investment opportunities to make recommendations on which ones to invest in or avoid. This course is an ideal starting point for someone starting a career as a financial analyst because it provides an introduction to the basic skills needed for the job, such as financial modeling and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential. Whether you are a current financial analyst, or a student looking to enter the field, this course will be useful and can help advance your career.
Budget Analyst
Budget Analysts develop and manage budgets for various organizations, including businesses, non-profit organizations, and government agencies. This course may be useful for someone starting a career as a budget analyst, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Portfolio Manager
Portfolio Managers manage investments for individuals and institutions. They make decisions about which investments to buy and sell, and how to allocate assets. This course may be useful for someone starting a career as a portfolio manager, as it provides an introduction to the basic skills needed for the job, such as financial modeling and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Commercial Banker
Commercial Bankers provide financial services to businesses. They lend money, provide advice on financial matters, and help businesses manage their finances. This course may be useful for someone starting a career as a commercial banker, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Financial Planner
Financial Planners help individuals and families plan for their financial future. They provide advice on a variety of topics, including budgeting, saving, investing, and retirement planning. This course may be useful for someone starting a career as a financial planner, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Investment Banker
Investment Bankers help companies raise capital by issuing stocks and bonds. They also advise companies on mergers and acquisitions. This course may be useful for someone starting a career as an investment banker, as it provides an introduction to the basic skills needed for the job, such as financial modeling and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Risk Manager
Risk Managers identify, assess, and manage risks for organizations. They develop and implement risk management plans. This course may be useful for someone starting a career as a risk manager, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Auditor
Auditors examine the financial records of companies and other organizations to ensure that they are accurate and compliant with all applicable laws and regulations. This course may be useful for someone starting a career as an auditor, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Tax Accountant
Tax Accountants prepare tax returns for individuals and businesses. They also advise clients on tax matters. This course may be useful for someone starting a career as a tax accountant, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Forensic Accountant
Forensic Accountants investigate financial fraud and other financial crimes. They also provide expert testimony in court. This course may be useful for someone starting a career as a forensic accountant, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Compliance Officer
Compliance Officers ensure that companies comply with all applicable laws and regulations. They also develop and implement compliance programs. This course may be useful for someone starting a career as a compliance officer, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Management Consultant
Management Consultants help organizations improve their performance. They provide advice on a variety of topics, including strategy, operations, and finance. This course may be useful for someone starting a career as a management consultant, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Operations Manager
Operations Managers are responsible for the day-to-day operations of a business. They oversee a variety of functions, including production, marketing, and finance. This course may be useful for someone starting a career as an operations manager, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Business Analyst
Business Analysts analyze business processes and develop solutions to improve them. They work with stakeholders to identify and understand business needs, and then develop and implement solutions that meet those needs. This course may be useful for someone starting a career as a business analyst, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.
Project Manager
Project Managers plan, organize, and execute projects. They are responsible for ensuring that projects are completed on time, within budget, and to the required quality. This course may be useful for someone starting a career as a project manager, as it provides an introduction to the basic skills needed for the job, such as financial planning and budgeting. After completing this course, you will have the skills and knowledge to begin developing custom budget management tools that can be used to improve your earning potential.

Reading list

We've selected six 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 Introduction to Budget Management using Google Sheets.
Teaches you how to use Google Sheets to create budget templates, track expenses, and manage your finances.
Teaches you how to use Google Sheets to manage your nonprofit organization's finances.

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