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Personal Finance in Excel

Budget, track spending, pay off debt and plan savings, investing and retirement in a live spreadsheet that checks your work.

8 lessons 8 labs 1.8 h Certificate

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The first 2 lessons are free — no account needed.

About this course

Learn personal finance in Excel by building your own tools instead of downloading a template. You set up a monthly budget with the 50/30/20 rule, track spending by category with SUMIFS, plan an emergency fund with NPER and PMT, compare avalanche and snowball debt payoff, understand credit card interest, compare loans and mortgages, model compound growth and estimate a retirement number with the 4% rule. The first two labs are free.

Lessons

  1. Your monthly budget & the 50/30/20 ruleLab12 minFree
  2. Track your spending by category (SUMIFS)Lab12 minFree
  3. Emergency fund & savings goals (NPER, PMT)Lab14 min Pro
  4. Debt payoff: avalanche vs snowballLab15 min Pro
  5. Credit card interest & minimum paymentsLab12 min Pro
  6. Compare loans & mortgages (PMT, extra payments)Lab14 min Pro
  7. Compound growth & investing (FV, real return)Lab14 min Pro
  8. Your retirement number (4% rule)Lab15 min Pro