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Create a Personal Budget In Excel - Manage Your Finances!

Chris Benjamin, Instructor, MBA and CFO

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17 Videos (1h 28m)
    • 25CPBIE Section 01a Course Introduction

    • 25CPBIE Section 01b Instructor Introduction

    • 25CPBIE Section 01c Excel Introduction Part 1

    • 25CPBIE Section 01d Excel Introduction Part 2

    • 25CPBIE Section 01e Excel Introduction Part 3

    • 25CPBIE Section 02a Overview and Dates

    • 25CPBIE Section 02b Income Sources and Formatting Beginning

    • 25CPBIE Section 02c Monthly Expense Categories

    • 25CPBIE Section 02d Monthly Expenses and Loans Continued

    • 25CPBIE Section 02e Sub Total Formating and Income Totals

    • 25CPBIE Section 03a Sub and Grand Totals

    • 25CPBIE Section 03b Formatting and Clean Up

    • 25CPBIE Section 03c Data Entry

    • 25CPBIE Section 03d Adjusting The Numbers

    • 25CPBIE Section 03e Using The Data and Refining The Budget

    • 25CPBIE Section 03f Category Percentages and Wrap Up

    • 25CPBIE Section 04a Course Conclusion


About This Class

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, stick to it, and see exactly where that money is going!

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 schedule
  • 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.  

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting and 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






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Chris Benjamin

Instructor, MBA and CFO