Creating a Budget with Microsoft Excel

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In this Free Guided Project, you will:

Create a budget template in an Excel spreadsheet

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1 hour and 30 minutes
Intermediate
No download needed
Split-screen video
English
Desktop only

By the end of this project, you will learn how to create a budget template in an Excel Spreadsheet by using a free version of Microsoft Office Excel. Excel is a spreadsheet that is similar in layout as accounting spreadsheets. It consists of individual cells that can be used to build functions, formulas, tables, and graphs that easily organize and analyze large amounts of information and data. While a budget helps you stay within estimated costs and expenses for either a business or a family. We will learn to create a budget both automatically and manually, step by step. By utilizing Microsoft Excel you will reduce the burden of budgeting and see increase in accuracy. It will allow you to scale budgeting and to make record keeping and tracking of expenditures easier. We will also use basic graphing for presenting budget tracking. You do not need to be an advance user of Microsoft Excel as we will show you how to use templates that are provided in the program and simple formulas to create a budget for any reason.

Requirements

minimal computer skills

Skills you will develop

  • Microsoft Excel

  • Budget

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Download Mircrosoft Office365 Excel Program and the basic view of Excel

  2. Create a budget in Excel utilizing the preloaded templates

  3. Create a budget in Excel from a blank spreadsheet

  4. Create a graph to present your budget and track categories of spend.

  5. Learn how to expand your information to make a workbook for a whole year budget.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Instructor

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Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.