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Nicole Alvelo

En este proyecto, aprenderá a crear un presupuesto con Microsoft Excel. Este programa es maravilloso para trabajar con números, tablas y crear presupuestos. Es un programa que nos facilita el trabajo para mantener todo en orden. Puede encontrar información sobre cada sección que tenemos y cubrir las herramientas esenciales de este programa. Completará diferentes tareas para comprender y utilizar la herramienta Microsoft Excel. Excel contiene muchas herramientas no visibles que discutiremos junto con este proyecto. Puede conocer varias opciones de fórmulas que están disponibles. Cómo acomodar estas formas a su gusto y que la visibilidad sea perceptible y atractiva. Hablaremos de ajustes, fórmulas, entrada de gastos e ingresos, números, organización, colores y letras. Organizaremos las letras incluso en diferentes direcciones para sacar ideas para organizar el contenido. Excel crea calendarios de organización, inventarios, gastos diarios, semanales, mensuales y mucho más. Cuando se conoció por primera vez el programa, era más para personas que trabajaban con análisis en los puestos que desempeñaban. Hoy en día, esta aplicación puede ser utilizada por muchas personas, desde estudiantes hasta profesores, desde creadores de contenido hasta analistas científicos. Por eso, conocer esta herramienta y todas las opciones que le puede ofrecer para facilitarle la vida personal o profesional le ayudará a seguir escalando en el mundo profesional.

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What's inside

Syllabus

Visión general del proyecto
En este proyecto, aprenderá a crear un presupuesto con Microsoft Excel. Este programa es maravilloso para trabajar con números, tablas y crear presupuestos. Es un programa que nos facilita el trabajo para mantener todo en orden.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Brinda información sobre cada sección y cubre las herramientas esenciales del programa Microsoft Excel
Complementa las tesis con diversas tareas para comprender y utilizar la herramienta Microsoft Excel
Aborda opciones de fórmulas y cómo adaptarlas según las preferencias del usuario, mejorando la visibilidad y el atractivo
Expone ajustes, fórmulas, entrada de gastos e ingresos, números, organización, colores y letras
Enseña a organizar letras en diferentes direcciones para generar ideas para la organización del contenido
Excel crea calendarios de organización, inventarios, gastos diarios, semanales, mensuales y mucho más

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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 Creando un presupuesto con Microsoft Excel with these activities:
Review financial concepts
Refresh your understanding of basic financial concepts to strengthen your foundation for creating budgets in Excel.
Browse courses on Budgeting
Show steps
  • Review the Time Value of Money and Net Present Value
  • Practice calculating interest rates and present values
  • Review basic accounting principles, such as debits and credits
Follow Excel tutorials for budgeting
Strengthen your understanding of Excel's budgeting features by following guided tutorials.
Show steps
  • Search for and select tutorials on Excel budgeting
  • Follow the steps outlined in the tutorials
  • Practice creating and managing budgets in Excel
Solve budgeting exercises in Excel
Enhance your practical skills by solving budgeting exercises in Excel.
Show steps
  • Find or create a set of budgeting exercises
  • Use Excel to solve the exercises
  • Check your answers and identify areas for improvement
Four other activities
Expand to see all activities and additional details
Show all seven activities
Discuss budgeting strategies in a peer group
Engage with peers to share knowledge, discuss budgeting strategies, and learn from different perspectives.
Show steps
  • Find or form a peer group interested in budgeting
  • Meet regularly to discuss budgeting strategies
  • Share ideas, experiences, and best practices
Create a sample budget using Excel
Apply your knowledge by creating a comprehensive sample budget using Excel.
Show steps
  • Gather data on income and expenses
  • Design a budget template in Excel
  • Enter data and formulas to create a functional budget
  • Analyze the budget and identify potential areas for optimization
Mentor someone on Excel budgeting
Reinforce your understanding of Excel budgeting by mentoring someone who is less experienced.
Show steps
  • Identify someone who needs guidance on Excel budgeting
  • Share your knowledge and skills through regular mentoring sessions
  • Provide feedback and support
Volunteer for a non-profit organization that focuses on financial literacy
Apply your budgeting skills to help others manage their finances and improve their financial well-being.
Show steps
  • Research and identify non-profit organizations that focus on financial literacy
  • Reach out to the organization and inquire about volunteer opportunities
  • Attend training and orientation sessions
  • Provide financial literacy education or guidance to individuals or families in need

Career center

Learners who complete Creando un presupuesto con Microsoft Excel will develop knowledge and skills that may be useful to these careers:
Budget Director
Budget Directors oversee the budgeting process for organizations. This course will help provide a foundation on how to create and manage budgets, a key function of a Budget Director.
Excel Specialist
Excel Specialists specialize in using Microsoft Excel for a variety of tasks, including budgeting and financial analysis. Completing this course may be useful when learning how to use advanced Excel functions and formulas.
Spreadsheet Developer
Spreadsheet Developers create and manage spreadsheets for businesses. A course on budgeting with Microsoft Excel can provide a foundation for learning how to use spreadsheets effectively.
Budget Analyst
Budget Analysts help organizations plan, create, and manage their budgets. The course on creating a budget with Microsoft Excel will build a foundation in understanding how to plan, track, and analyze budgets.
Cost Estimator
Cost Estimators calculate project costs, which includes preparing budgets. The course will provide a good foundation for learning how to create and manage budgets, which is a core skill for a Cost Estimator.
Auditor
Auditors examine and evaluate financial records to ensure accuracy and compliance with regulations. A course on budgeting will help one learn how to organize and analyze financial data, which is crucial for Auditors.
Financial Manager
Financial Managers oversee the financial planning and management of organizations. Having knowledge of budgeting and Microsoft Excel may be helpful for this career.
Financial Advisor
Financial Advisors help individuals and businesses manage their finances. Having a foundation in budgeting may be helpful for this role.
Management Consultant
Management Consultants provide advice to organizations on how to improve their performance. Knowledge of budgeting and Microsoft Excel is useful in this field.
Loan Officer
Loan Officers evaluate loan applications and determine whether to approve them. Understanding how to budget may be helpful in learning how to evaluate an applicant's financial situation and risk.
Business Analyst
Business Analysts study business operations to improve efficiency. As budgeting is integral to business, completing this course may be helpful.
Data Analyst
Data Analysts collect, clean, and analyze data to help businesses make informed decisions. Understanding how to manage and analyze data may be helpful in this field.
Tax Preparer
Tax Preparers prepare tax returns for individuals and businesses. Understanding how to create and manage budgets could be useful when learning how to prepare taxes.
Accountant
Accountants prepare and examine financial records. This course may be useful to those learning how to keep track of their finances, create budgets, and understand financial statements.
Financial Analyst
Financial Analysts study an organization's financial history and condition to help it make well-informed decisions concerning operations and investments. This course on creating a budget with Microsoft Excel may be useful in learning how to evaluate financial situations, prepare budgets, and make recommendations.

Reading list

We've selected nine 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 Creando un presupuesto con Microsoft Excel.
Provides a comprehensive overview of Microsoft Excel, covering all the basics from creating and formatting spreadsheets to using formulas and functions. It great resource for beginners who want to learn the basics of Excel.
Provides a step-by-step guide to using Microsoft Excel 2019. It covers all the essential features of Excel, from creating and formatting spreadsheets to using formulas and functions. It great resource for beginners and intermediate users who want to learn more about Excel.
Provides a comprehensive guide to using formulas and functions in Microsoft Excel. It covers all the essential formulas and functions, from basic arithmetic to advanced statistical functions. It great resource for intermediate and advanced users who want to learn more about Excel's capabilities.
Provides a comprehensive guide to programming in Excel VBA. It covers all the essential concepts, from variables and data types to loops and functions. It great resource for intermediate and advanced users who want to learn more about Excel's programming capabilities.
Provides a comprehensive overview of Microsoft Power BI. It covers all the essential concepts, from data modeling to creating visualizations and reports. It great resource for beginners who want to learn the basics of Power BI.
Provides a comprehensive guide to financial modeling using Microsoft Excel. It covers all the essential concepts, from creating financial statements to building complex models. It great resource for intermediate and advanced users who want to learn more about financial modeling using Excel.
Provides a comprehensive guide to creating charts and graphs in Microsoft Excel. It covers all the essential types of charts and graphs, from bar charts to pie charts to scatter plots. It great resource for beginners and intermediate users who want to learn more about creating effective charts and graphs in Excel.
Provides a comprehensive guide to using PivotTables and PowerPivot in Microsoft Excel. It covers all the essential concepts, from creating simple PivotTables to building complex data models. It great resource for intermediate and advanced users who want to learn more about using PivotTables and PowerPivot in Excel.
Provides a comprehensive guide to creating macros and VBA in Microsoft Excel. It covers all the essential concepts, from recording and editing macros to creating custom functions and objects. It great resource for intermediate and advanced users who want to learn more about creating macros and VBA in Excel.

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