Create a Savings Tracking Sheet for Kids and Teens in Excel | Chris Benjamin | Skillshare

Create a Savings Tracking Sheet for Kids and Teens in Excel

Chris Benjamin, Instructor, MBA and CFO

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11 Lessons (57m)
    • 1. Course Introduction

    • 2. Instructor Introduction

    • 3. Excel Basics Part 1

    • 4. Excel Basics Part 2

    • 5. Excel Basics Part 3

    • 6. Excel Basics Part 4

    • 7. Savings Tracking Part 1

    • 8. Savings Tracking Part 2

    • 9. Savings Tracking Part 3

    • 10. Savings Tracking Part 4

    • 11. Course Conclusion


About This Class

** New Course for 2018! **

Do you want to teach your child or teenager good savings habits? Maybe you want to give them an introduction to Microsoft Excel as well.  Then this is the course for you!  Let me help you with your parenting skills. 

In this course we first off start by learning the basics of Microsoft Excel.  How to create multiple sheets, entering data, formatting cells and lists, insert and deleting, as well as adding and subtracting totals.  From there, we get into building the actual savings tracking worksheet.  Starting with a blank sheet, by the end we have a fully automated savings tracking.  Set up multiple goals (college, bike, spending, etc) and track your savings efforts.  Either fully automate the process and keep your savings tracking in Excel, OR print off the worksheet and use it with your child to manually write in the savings set aside and put in totals so they can see their savings grow.  Add to your parenting skills by being able to work with your child or teen in building this savings tracking spreadsheet. 

What We Do In The Course:  

  • Learn the basics of Excel - formatting, sheet creation, formulas, data entry, and much more
  • Take our Excel knowledge and built a savings tracking spreadsheet
  • Set up goals
  • Allocate deposits to different savings goals
  • Have a running balance
  • Parenting skills by teaching Excel
  • 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, Microsoft Excel 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





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Chris Benjamin

Instructor, MBA and CFO

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