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Exercise Files: https://tinyurl.com/mt2adt8v

Who it's for: This Google Sheets for Personal Finances training is for anyone who wants a clearer, more organized picture of where their money is going each month and prefers a hands-on, customizable approach over rigid prebuilt templates. It’s ideal for beginners to intermediate Google Sheets users who are comfortable with basic navigation but want to go further by building their own budgeting and tracking tools. Whether you’re an individual managing household expenses, a couple planning shared finances, or someone just starting to get serious about saving, debt payoff, or investing, this course is designed to help you turn Google Sheets into a practical, easy-to-update money management system that fits your real life.

What it is: Google Sheets is a cloud-based spreadsheet application from Google that lets you create, edit, and share spreadsheets directly in your web browser, without installing any software. You can organize data in rows and columns, perform calculations with formulas and functions, build charts and summaries, and analyze information for things like budgets, lists, reports, or projects. Because it’s online, multiple people can work in the same sheet at the same time, with changes saved automatically and a full version history you can roll back to. It also integrates tightly with other Google tools like Drive, Docs, Slides, and Forms, making it a flexible workspace for both personal and professional use.

What you'll learn: In this course, you’ll learn how to use Google Sheets as a complete personal finance toolkit—from setting up income and expense tables to building a monthly budget that compares projected versus actual spending. You’ll see how to structure your data with smart tables, use dropdowns and data validation for clean, consistent entry, and write formulas that automatically calculate totals, differences, and percentages. You’ll create summary sheets that bring your key numbers together, design charts that visually highlight where your money is going, and build pivot tables to analyze spending by category, month, or other criteria. Along the way, you’ll also explore how to model loan payments and investments so you can use Google Sheets not just to track your finances, but to plan and make better decisions about your money.

Start 0:00
Introduction 0:08
How Personal Budget templates work 1:11
Inserting Lists and converting them to tables 7:41
Setting Up a Balance sheet Table 11:47
Coming up With a Balance 19:51
Tracking Budget Versus Actuals 23:27
Calculating Percent of Total 28:48
Creating Chart Visuals 33:01
Analyzing Data with Suggested Pivot Tables 39:33
Grouping Dates in a Pivot Table 46:18
Filtering a Pivot Table and Saving as a Template 53:47
Intro to the PMT Function 1:00:02
Using PMT to Forecast Multiple Payment Options 1:04:51
Intro to the FV Function 1:08:39:20
Using FV to Forecast Multiple Investments 1:14:55
Wrapping Up 1:21:10

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