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Skillshare

Master Budgeting with Excel: Track Income, Personal Finance, Money, Accounting & Productivity

via Skillshare

Overview

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Take Control of Your Finances with a Budget That Works for You

Are you tracking your income and expenses every month? If not, this class will show you how to create a personal budget from scratch using Excel—a powerful tool for organizing your finances and achieving your financial goals.

Budgeting is more than just tracking numbers; it’s about giving every dollar a purpose. By creating a budget, you’ll learn how to:

  • Balance your expenses with your income.
  • Identify and fix overspending habits.
  • Prioritize the things that matter most to you.
  • Avoid debt—or work your way out of it.

In this step-by-step class, you’ll learn:

  1. The Basics of Budgeting: What a budget is, why it’s essential, and how it can change your life.
  2. Building an Excel Budget from Scratch: Follow along as we create a functional budget template tailored to your needs.
  3. Tracking Income & Expenses: Learn how to accurately log your income and spending for a clear financial picture.
  4. Customizing Your Budget: Add features like savings goals, debt repayment tracking, and more to make your budget work for you.

Why take this class?
Many people unknowingly spend more than they earn and sink deeper into debt every year. By learning to budget, you’ll gain clarity, control, and confidence in managing your money. Whether you’re looking to save more, reduce debt, or simply gain peace of mind, this class is your starting point.

No prior Excel experience? No problem! I’ll guide you every step of the way with easy-to-follow lessons.

Start today, and take the first step toward financial freedom!

***** 

Legal Disclaimer:

The content provided in this class is for educational purposes only and is not intended to offer investment, tax, or financial planning advice. All information and materials presented in this class are based on the instructor's personal knowledge and experience and should not be construed as professional financial advice.

Skillshare is not responsible for any legal requirements around disclosure or transparency that may accompany discussions on financial topics. Participants should seek advice from a certified financial advisor, tax professional, or other qualified experts before making any financial decisions.

The instructor of this course is not registered with the Securities and Exchange Commission (SEC) or any state securities regulators and does not hold any certifications as a financial planner, tax advisor, or investment advisor. By participating in this class, you acknowledge and agree that the instructor and Skillshare are not liable for any decisions or actions you take based on the information provided.

Please consult with a licensed professional for specific advice tailored to your individual financial situation.

*****

And if you liked this class, be sure to check out my related courses that may benefit you even further! 

  1. Use Canva to Create Videos for ETSY, Instagram, Facebook, and more -  https://skl.sh/31G4VjJ
  2. Financial Management for 18-16 Year-Olds - https://skl.sh/3klhe9c

Hope to see you in class again soon!

Syllabus

  • Welcome to Class
  • Let's Get Your Income Set Up
  • Let's Get Your Expenses Entered
  • Put Together Your Summary
  • Finalize and Test Your Budget

Taught by

Cal Hyslop MBA, University Instructor

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