3.25 out of 5
4 reviews on Udemy

Personal finance with MS Excel

Quickly learn & leverage MS Excel's powerful capabilities to plan your own personal financial goals
Swaminathan P
105 students enrolled
English [Auto-generated]
Clearly understand your financial health, set clear expectations
Use basic data analysis tools and analyse your spending habits
Realise and Benefit from the power of compounding
Build your own highly-personal Excel templates/models
Shrewd approach in Financing and Repaying a loan
Know smart MS Excel tricks, tips and techniques
Use MS Excel to solve day-to day problems on personal financial management
How to plan and manage your finances- both short term & long term

To become Master of your own personal finances, I think you need two things :

1) Fundamental understanding of how money WORKS, gets LOANED/lent, SPENT and more importantly COMPOUNDS!

2) A tool which helps you to crunch numbers effectively to put your ideas into reality. (No point in just having a theoretical knowledge) 

This course is for people who want to take control of their own finances in their own style! This is a truly TWO-IN-ONE course where you learn MS Excel and basic financial concepts together. The modules and the hands -on assignments are designed so that you will confidently come up with your own solutions to your personal financial scenarios.

Caution: I strongly recommend you to work parallely in your MS Excel worksheet during the course. This is a practical course- you’ll crunch numbers and you will make your own financial plans from the scratch. I will personally assist you to get your d

What IS covered in this course?

  • MS Excel fundamentals – 

    • Quickly learn the essential MS Excel skills like Conditional formatting, smart copy pasting, data filters

    • Work smartly with the tips and tricks like Quick navigation, relative and absolute references, shortcuts to save time

    • Impress your boss and colleagues with beautiful spreadsheets and follow best practices

  • Basic financials you must know 

    • How bank loans work and how to smartly find out your repayment strategy

    • Power of compounding – the “Mantra” to generate wealth

    • Analyse your bank statement using data filters, get valuable insights on your spending habits

  • Personal financial planning

    • Link the basic ideas you have learnt to plan a grand plan suited to your personal scenario

What is NOT covered in this course?

  • 101 generic ways of money making/saving which you can anyway find it on internet easily: Let’s keep it crisp, concise and clear. I feel I should not waste your time by lecturing you on 100 different money making techniques. Only a small fraction of those tips can benefit you, remaining “hacks” will most likely not be feasible for you to follow.

  • Tax savings, Investment tips/advice on Stocks & mutual funds etc. : Without knowing your financial status, liabilities, responsibilities, risk taking limitations, it makes little sense for me to give direct advice. However, the course provides you with something more powerful – ability to gauge your financial status, ability to use a powerful tool -MS Excel to make your own calculations, ability to think in a financially smart way. 

Your two hours on this crash course may have a life-long impact! By the end of the course, If you are not able to you will be able to come up with your own goals, financial plans, your money will be refunded 100%.

The Course includes:

  1. MS Excel tutorials, tips and techniques

  2. Carefully designed quizzes to compliment your learning

  3. Demonstration sessions on handling financial situations

  4. Practice MS Excel spreadsheets and support files

  5. Templates- xlsx financial calculators (which will be built during the course) 

  6. Reference and support materials to understand basic concepts

This course doesn’t feed you fish; it teaches you how to fish!



Equip yourself with the Excel Skills

Navigate Swiftly
Magic squares
Trace Precedents and dependents
Fibonacci series - Generate a sequence, make it pretty
Find the odd one out!
Absolute and Relative references
A Subtle $ sign changes the way excel functions!
Five different types of copy pasting

Let's get savvy financially

First, let's get stuck in a neck deep loan
Loan tricks
Analyse the instructor's bank statement
The power of compounding is mind-boggling!
How wealthy should you be, to retire peacefully?
Realistic goals, Unbelievable results. Here is the proof!
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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2 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion