Create A Personal Budget - Take Control Of Your Finances | Chris Benjamin | Skillshare

Create A Personal Budget - Take Control Of Your Finances

Chris Benjamin, Instructor, MBA and CFO

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17 Lessons (1h 28m)
    • 1. Course Introduction

    • 2. Instructor Introduction

    • 3. Excel Introduction Part 1

    • 4. Excel Introduction Part 2

    • 5. Excel Introduction Part 3

    • 6. Overview and Dates

    • 7. Income Sources and Formatting Beginning

    • 8. Monthly Expense Categories

    • 9. Monthly Expenses and Loans Continued

    • 10. Sub Total Formatting and Income Totals

    • 11. Sub and Grand Totals

    • 12. Formatting and Clean Up

    • 13. Data Entry

    • 14. Adjusting The Numbers

    • 15. Using The Data and Refining The Budget

    • 16. Category Percentages and Wrap Up

    • 17. Course Conclusion

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About This Class

Have You Ever Had That Nagging Feeling You Should Be Doing More To Budget Your Money?

Do You Want To Gain Control Of Your Financial Situation?

Do You Want To Rework How You Allocate Your Income?

Do You Want To Learn How To Build An Effective Budget Easily In Excel? 

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated June 2019 with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus Reason: Udemy has a 100% refund policy - no questions asked and no risk for you!

Recent Review:

Margret S. says "So glad I took this course. I've neglected ever budgeting my money, but knew I should.  After taking this course I felt completely empowered to create a budget and actually take control of my finances.  It's such a great feeling seeing my budget fully mapped out so I know where I'll be spending money and where I have excess.  Instructor does a terrific job making it easy.

Why You Should Take This Course: 

Personal finance is a topic that is a hurdle for most people.  Where does the money go? Why is your bank account always empty at the end of the month?  This course will teach you the skills needed to properly and effectively create a budget in Excel, stick to it, and see exactly where that money is going! You will be a personal budget pro after this course!

In this course we go step by step, starting with a blank Excel workbook.  We then build an full personal budget from scratch.  By the end of the course, you have a nicely formatted, useful, dynamic personal budget which you can continually update and see exactly where that money is going!

I also provide the budget created in the course as a download, in case you prefer to use the one I built than make your own. 

What We Do In The Course:  

  • Properly lay out an effective budget

  • Brainstorm and include all the income, expense and other outgoing cash line items

  • Format the budget so it is easy to read and use

  • Create simple yet effective formulas for calculating totals and showing you exactly where you are at any point financailly

  • Add in comparative values as well to help you make decisions about your balance of expenses

  • Ultimately, we give you the ability to make sound and wise spending and financial decisions

  • 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.  


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, Microsoft Excel and personal finance and budgets.  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