Google Sheets Masterclass For Data And Personal Finance

Google Sheets Masterclass For Data And Personal Finance
Published 5/2025
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz

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

Create personal Finance Budget Planner and other financial templates

Use the skills for career growth

Requirements

Access to Google Sheets

Description

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

Section 3: Project 2 – Subscription Tracker

Lecture 10 Data Setup and Data Validation Rules

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

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

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()

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 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