Finance & Business

Spreadsheet Budgeting & Personal Finance

Own your money in a spreadsheet you actually control.

12 lessons4 modules9h 50m durationbeginner level

Instructor: StretchLearn Faculty

About this course

This beginner course teaches you to manage money in a spreadsheet you fully control instead of an app that locks your data away. You will structure transactions, write the core formulas (SUMIFS, FILTER, XLOOKUP, and more), build a rolling cash-flow forecast, and design a one-screen dashboard with charts. By the end you run a repeatable monthly process and can stress-test your finances with scenario planning.

Curriculum

Module 1: Foundations: Structuring Money Data in a Spreadsheet3 lessons

Why a Spreadsheet Beats a Budgeting AppPreview45m
Designing the Transaction Table🔒50m
A Category System That Survives Real Life🔒45m

Module 2: The Formula Toolkit for Budgeting3 lessons

SUMIFS and COUNTIFS: Summing by Category🔒50m
XLOOKUP and Lookups: Pulling Related Data🔒45m
FILTER and Dynamic Arrays with Date Functions🔒50m

Module 3: Building the Budget and Cash-Flow Model3 lessons

The Zero-Based Monthly Budget🔒50m
The Rolling Cash-Flow Forecast🔒55m
Reconciling and Keeping Data Honest🔒45m

Module 4: Dashboards, Goals, and Scenario Planning3 lessons

Charts and a One-Screen Dashboard🔒50m
Tracking Debt Payoff and Savings Goals🔒55m
Scenario Planning and a Monthly Routine🔒50m