Google Sheets course built specifically for working with data in personal finance! Build 6 different projects.
Take control of your money using the power of Google Sheets — one project at a time.
What you’ll learn
- Master essential and advanced Google Sheets formulas for personal finance.
- Confidence in data analytics and various scenarios which may be applied.
- Create personal Finance Budget Planner and other financial templates.
- Use the skills for career growth.
Course Content
- Introduction –> 1 lecture • 4min.
- Project 1 – Savings and Sinking Funds Template –> 8 lectures • 55min.
- Project 2 – Subscription Tracker –> 3 lectures • 26min.
- Project 3 – Net Worth Tracker –> 4 lectures • 41min.
- Project 4 – Stock Investment Portfolio Tracker –> 7 lectures • 58min.
- Project 5 – Crypto Investment Tracker –> 2 lectures • 17min.
- Project 6 – Personal Budget Template –> 21 lectures • 2hr 39min.
- Thank you –> 1 lecture • 2min.
Requirements
Take control of your money using the power of Google Sheets — one project at a time.
Welcome to the most hands-on Google Sheets course built specifically for personal finance! Whether you’re a beginner to spreadsheets or simply want to organize your finances, this course will walk you through building 6 practical tools step-by-step — no prior experience needed.
By the end, you’ll have a complete, personalized finance system, all made in Google Sheets — fully customizable, scalable, and yours to keep forever.
What You’ll Learn (by Building Real Projects)
Project 1: Savings & Sinking Funds Tracker
Set financial goals
Track progress toward big purchases, vacations, or emergencies
Visual dashboards to stay motivated
Project 2: Subscription Tracker
Never forget a renewal again
Monthly & annual summaries
Automated renewal countdowns
Project 3: Net Worth Tracker
Log all your assets and debts
Dynamic net worth chart
Monthly snapshot comparisons
Project 4: Investment Portfolio + Stock Watchlist
Track individual investments
Monitor gains/losses
Create a stock watchlist using live data
Project 5: Crypto Portfolio Tracker
Add coins, exchanges, and transaction history
Calculate real-time portfolio value
View ROI, profit/loss, and allocations
Project 6: All-in-One Budget Planner
Monthly income vs. expenses
Budget categories & spending insights
Visual analytics to help you save more
Why This Course?
- Beginner-friendly: You’ll learn spreadsheet skills by doing. No jargon. No fluff.
- Project-based learning: Build 6 real-life finance tools step by step.
- Reusable templates: Walk away with a complete personal finance system.
- Google Sheets focused: Learn tools and formulas that apply instantly.
- Practical skills: Learn functions like SUMIFS, FILTER, ARRAYFORMULA, conditional formatting, charts, dropdowns, and more — all through real use cases.
Who is this course for?
- Beginners wanting to master Google Sheets while managing their finances
- Anyone tired of confusing finance apps and wanting more control
- Creators, freelancers, students, or families looking to budget smarter
- Self-learners who prefer hands-on, project-based teaching
Let’s get started!
Join now and build your own personalized personal finance system in Google Sheets — one powerful project at a time.