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Excel for Budgeting: Build a Household Budget Spreadsheet

Excel for Budgeting: Build a Household Budget Spreadsheet

Build a household budget spreadsheet in Excel from a blank workbook: income, bills, spending, bank downloads, savings pots, council tax, debts, charts and alerts. 50 written lessons plus 10 practice downloads.

£29.99

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Expiry period	Lifetime
Made in	English
Last updated at	Sun Nov 2026
Level	Beginner
Total lectures	60
Total quizzes	10
Total duration	11:10:00 Hours
Total enrolment	0
Number of reviews	0
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Short description	Build a household budget spreadsheet in Excel from a blank workbook: income, bills, spending, bank downloads, savings pots, council tax, debts, charts and alerts. 50 written lessons plus 10 practice downloads.
Outcomes	Set up a clear household budget workbook in Excel with tabs, shaded input cells, UK dates and Excel Tables Turn weekly, four-weekly, irregular and self-employed income into fair monthly figures, and list every bill Total spending with SUM, SUMIF and SUMIFS, and use IF to show clear over and under messages Make drop-down lists with data validation so categories stay consistent Build a monthly budget that gives every pound a job and compare it with what you actually spent Import, clean and categorise bank downloads, and prove nothing is missing with a balance check Use PivotTables, filters and charts to see where your money goes, and build a one-page summary Plan for yearly costs such as the car, the TV Licence, Christmas and birthdays with sinking funds and savings goals Track council tax, energy use, renewals and debt balances, and know where to find free, impartial help Add conditional formatting alerts, protect and share a family workbook, use it on your phone and review the year
Requirements	No Excel experience needed: every part of Excel is explained the first time you use it Excel 2016 or later, Excel 365 or Excel for the web on a computer; the Excel app on a phone is useful for one lesson but not essential A PDF reader for the practice packs, and access to your bank transactions through your banking app or your bank’s website for Section 5 This course is about budgeting and spreadsheets; it isn’t financial advice and doesn’t recommend any bank, savings account, credit product, investment or debt solution