Google Sheets Masterclass For Data And Personal Finance

Google Sheets course built specifically for working with data in personal finance! Build 6 different projects.

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

Requirements

Access to Google Sheets

Description

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 motivatedProject 2: Subscription Tracker Never forget a renewal again Monthly & annual summaries Automated renewal countdownsProject 3: Net Worth Tracker Log all your assets and debts Dynamic net worth chart Monthly snapshot comparisonsProject 4: Investment Portfolio + Stock Watchlist Track individual investments Monitor gains/losses Create a stock watchlist using live dataProject 5: Crypto Portfolio Tracker Add coins, exchanges, and transaction history Calculate real-time portfolio value View ROI, profit/loss, and allocationsProject 6: All-in-One Budget Planner Monthly income vs. expenses Budget categories & spending insights Visual analytics to help you save moreWhy 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 financesAnyone tired of confusing finance apps and wanting more controlCreators, freelancers, students, or families looking to budget smarterSelf-learners who prefer hands-on, project-based teachingLet’s get started!Join now and build your own personalized personal finance system in Google Sheets — one powerful project at a time.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Project 1 - Savings and Sinking Funds Template

Lecture 2 Introduction

Lecture 3 Template Setup and Basic Data

Lecture 4 Calculate Monthly Targets with datedif()

Lecture 5 Contribution Tracker with Data Validation & Sumifs()

Lecture 6 Cell Referencing and Progress Goal

Lecture 7 Goals Dashboard with Donut Charts

Lecture 8 Main Dashboard and Preparation for Final Stacked Chart to Reflect the Progress

Lecture 9 Horizontal Stacked Chart and Project Completed

Section 3: Project 2 - Subscription Tracker

Lecture 10 Data Setup and Data Validation Rules

Lecture 11 Dynamic Deadline Calculation with IFs() and Datadif()

Lecture 12 IFs() and SumIFs for Monthly, Quarterly and Annual Subscriptions

Section 4: Project 3 - Net Worth Tracker

Lecture 13 Data Setup with Date() and Edate()

Lecture 14 Calculate Dynamic Growth and Growth % using Index()+Count() and Index()+Month()

Lecture 15 Backend Preparation for further Data Analysis

Lecture 16 Dashboard Creation from Backend, with Column Stacked, Donut and Area Charts

Section 5: Project 4 - Stock Investment Portfolio Tracker

Lecture 17 Portfolio Setup and Intro to Goooglefinance()

Lecture 18 Calculate PNL, PNL% and Asset Allocation with Number Formatting

Lecture 19 Dashboard to Reflect Asset Allocation and Cost vs Actual Value

Lecture 20 Calculate best performing assets by ROI using Query/ Sort(), Filter(), Hstack()

Lecture 21 Become Googlefinance() Master - Build Your Stocks Watchlist

Lecture 22 Calculate Year To Date Return with Index() and Googlefinance()

Lecture 23 Create a 52 Week Chart Performance Using Sparkline()

Section 6: Project 5 - Crypto Investment Tracker

Lecture 24 Build Crypto Portfolio and Fetch Live Prices directly to Google Sheet

Lecture 25 Top performing cryptos by ROI using Query/ Sort(), Filter(), Hstack()/Sortn()

Section 7: Project 6 - Personal Budget Template

Lecture 26 Accounts and Date Setup

Lecture 27 Annual Budget Setup Sum() and EOMONTH()

Lecture 28 Calculate Money Outgoings as a % of Income

Lecture 29 Transaction Tracker with Data Validation

Lecture 30 Multi-Level Dropdown Menu with Index ()

Lecture 31 Accounts Management Part 1 - Money In, Money Out, Balance with Sumifs()

Lecture 32 Accounts Management Part 2 - Money In, Money Out, Balance with Sumifs()

Lecture 33 Accounts Management Part 3 - Dashboard with Donut, Column and Stacked Charts

Lecture 34 Monthly Dashboard Part 1 - Building Backend with Filter() and EOMONTH()

Lecture 35 Monthly Dashboard Part 2 - Dynamic Budget vs Actuals with Index() and Sumifs()

Lecture 36 Monthly Dashboard Part 3 - Dynamic Budget vs Actuals with Index() and Sumifs()

Lecture 37 Monthly Dashboard Part 4 - Connect Front and Backend

Lecture 38 Monthly Dashboard Part 5 - Start adding Category Charts

Lecture 39 Monthly Dashboard Part 6 - Calculate Monthly Subscriptions and Financial Summary

Lecture 40 Monthly Dashboard Part 7 - Calculate Top Expenses w/Unique(), Filter(), Sort()

Lecture 41 Monthly Dashboard Part 8 - Income vs Expense Area Chart (Logical Solution)

Lecture 42 Monthly Dashboard Part 9 - Progress Bar with Sparkline()

Lecture 43 Monthly Comparison Dashboard Part 1 - Backend Setup

Lecture 44 Monthly Comparison Dashboard Part 2 - Data Analysis(Unique(), Filter(),Sumifs())

Lecture 45 Monthly Comparison Dashboard Part 3 - Adding Charts

Lecture 46 Budget Planner Template Completed - Well Done!

Section 8: Thank you

Lecture 47 Thank you

Learn Google Sheets for personal finance,Create Budget Planners, Savings Tracker, Net Worth Planners, Stock Market Planner, Crypto Market Planners