Calculate Your Personal Net Worth Using Excel

Chris Benjamin, Instructor, MBA and CFO

Play Speed
  • 0.5x
  • 1x (Normal)
  • 1.25x
  • 1.5x
  • 2x
10 Videos (47m)
    • Course Introduction

      1:39
    • Instructor Introduction

      1:24
    • Introduction and Planning

      6:30
    • Headers and Categories

      4:39
    • Formatting

      5:40
    • Asset Categories

      5:53
    • Liability Categories and Values

      7:17
    • Formulas

      4:04
    • Historical Data and Graph

      8:11
    • Course Conclusion

      1:38

About This Class

Learn basic Excel, Create a Net Worth Tracking Spreadsheet, and Take Control of Your Personal Finances!

** New Course for 2018! **

Often we get tied up with the day to day routine of life and forget to take a step back and think about the big picture.  Take the first step by determining what your Personal Net Worth is easily with this course.  Become empowered with information and make important life decisions with ease going forward. 

Become a personal finance PRO with this course and know what your net worth is easily!

This course is 100% in Microsoft Excel, showing you from start to finish how to build a template to calculate your personal net worth.  First we will start by teaching you basic Excel skills for anyone who isn't as familiar with the tool. From there, we will start with a blank workbook and build a fully functioning personal net worth calculator.  You will also be able to record your net worth at any given point, so you have a running history of the changes.  

As well I provide the template we build in the course for you to download! If you don't have the time or desire to build your own, you can simply use the personal net worth spreadsheet we build in the course and modify it to meet your needs.  

What We Do In The Course:  

  • Start with teaching basic Excel functionality 
  • Start with a blank Excel workbook which will become your net worth calculator
  • Build the proper structure for a calculating personal net worth
  • Format the spreadsheet so it is easy to read and follow
  • Place formulas in to calculate totals where appropriate
  • Create a summary tab to show overall totals
  • Show you how to track your results over time for reference
  • Teach you how to then use that information to make informed decisions about your life
  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, financial reporting, and small business, and personal finance.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

2

Students

--

Projects

0

Reviews (0)

Chris Benjamin

Instructor, MBA and CFO