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UdemyPersonal FinancePaid courseBeginner levelCertificate

Create A Personal Budget - Take Control Of Your Finances (Udemy.com)

TEMPLATE INCLUDED! Create a personal budget in Excel, how to track your spending, and mange your personal finances

Created by: Chris Benjamin

Last updated October 2022

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What you will learn

  • Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
  • Free Personal Budget Template Included
  • Microsoft Excel Basics
  • Decision Making
  • Save Money
  • Effective Budgeting
  • Planning
  • Goal Setting
  • Savings
  • And Much More!

How it compares

Against the other 33 rated Udemy courses in Personal Finance on CourseDuck:

  • Rating4.2 out of 5higher than 9% of them
  • Reviews83#26 of 34 by number of reviews
  • Length2 hoursshorter than 72% of them
  • Last updatedOctober 2022earlier than 63% of them

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Course Description

Have You Ever Had That Nagging Feeling You Should Be Doing More To Budget Your Money?

Do You Want To Gain Control Of Your Financial Situation?

Do You Want To Rework How You Allocate Your Income?

Do You Want To Learn How To Build An Effective Budget Easily In Excel? 

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus Reason: Udemy has a 100% refund policy - no questions asked and no risk for you!

Recent Review:

Margret S. says "So glad I took this course. I've neglected ever budgeting my money, but knew I should.  After taking this course I felt completely empowered to create a budget and actually take control of my finances.  It's such a great feeling seeing my budget fully mapped out so I know where I'll be spending money and where I have excess.  Instructor does a terrific job making it easy.


Why You Should Take This Course: 

Personal finance is a topic that is a hurdle for most people.  Where does the money go? Why is your bank account always empty at the end of the month?  This course will teach you the skills needed to properly and effectively create a budget in Excel, stick to it, and see exactly where that money is going! You will be a personal budget pro after this course!

In this course we go step by step, starting with a blank Excel workbook.  We then build an full personal budget from scratch.  By the end of the course, you have a nicely formatted, useful, dynamic personal budget which you can continually update and see exactly where that money is going!

I also provide the budget created in the course as a download, in case you prefer to use the one I built than make your own. 


What We Do In The Course:  

  • Properly lay out an effective budget

  • Brainstorm and include all the income, expense and other outgoing cash line items

  • Format the budget so it is easy to read and use

  • Create simple yet effective formulas for calculating totals and showing you exactly where you are at any point financially

  • Add in comparative values as well to help you make decisions about your balance of expenses

  • Ultimately, we give you the ability to make sound and wise spending and financial decisions

  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  


***CLICK "BUY NOW" AND LEARN HOW TO BUILD A PERSONAL BUDGET EASILY IN EXCEL WITH MY HELP! ***



About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, Microsoft Excel and personal finance and budgets.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

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Instructor Details

Chris Benjamin

Welcome Students,

I have been teaching on Udemy since 2011 (over 15 years) and have created 88 courses on Udemy with 100,000+ students!  I love teaching on online, and empowering students with knowledge in accounting, finance, entrepreneurship, Excel and other business topics. 

In my day to day life, I work as a consulting CFO, Chief Financial Officer.  Mainly I work with growth stage companies, helping them put in place all the best accounting practices, financial modelling, working with investors, and financial reporting and analysis.   

I have worked as a CFO exclusively to growing companies for 10+ years, bringing my past corporate experience, my passion for the entrepreneur community, and experience helping over 100+ startups succeed.

Now let me take my knowledge and experience and teach you!

All courses come with lifetime access, friendly support if you get stuck and a 30 day money-back guarantee so there's no risk to get started.

See you in class.

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Specialties: MBA, Startup & growth-stage experience, raising capital, financial forecasts, business plans, virtual CFO, cash management, growth strategy, policy & procedure implementation, financial modelling, SEC reporting, accounting, finance, entrepreneurship, Excel, and much more.

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Reviews

4.2

83 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Tyla Francisco on 4/6/2025

The lecturer supplied a lot of insight into Excel which was beneficial in creating a personal budget tool. I always felt like budgeting was a huge task that I could never really grasp for some reason, but this lecture helped me realize that it is not as daunting as it seems.

By Michael T Shaw on 1/12/2024

The instructor was very knowledgeable about the course information. I really enjoyed how he took us step by step on how to change data in the spreadsheet and the helpful hints he gave us as well. I look forward to enrolling in more classes that he teaches.

By Tim Mays on 5/18/2022

Somewhere in the title or info on course it should have said "For Beginners". It would've been a good course when I was learning Excel. Now I download my bank statements and then all my data is entered with formulas. Thanks

By Amina Bon on 6/4/2021

Learnt skills in excel for budgeting. Course was easy to follow. I like how Chris delivers his course in a laid back manner, makes it easier and more enjoyable to follow. The volume on some videos need to be louder. Thank you

By Don Stine on 8/11/2020

The course did provide what I expected. At times the dialog was a bit erratic, maybe a script would help, but overall it seems to me to be a course well worth taking.

By Devon Greenlee on 4/24/2020

This was wonderful and I walked away with something tangible and useful and the knowledge about how to create another budget in the future. I am telling everyone I know about this!

By Kevin Deitz on 4/11/2020

The content was pretty good. I was already familiar with much of Excel but learned how to do some cool things with formulas, etc. I was able to set up a beginning budget that I can complete over the next year and see where I can cut back and save. I had a significant problem with the volume on most videos. A couple in the beginning and the conclusion videos were fine, but I could barely hear any of the content videos. Tried different browsers and computers but it didn't help. This needs to be fixed. It was very frustrating!

By Christopher Burnette on 2/4/2019

Awesome course, and so helpful. The strategies laid-out here are immediately applicable and can put you on the path to taking absolute control over your personal finances (the most important part - spending and a budget). Can't recommend this more for those looking to leverage Excel to conquer their financial awareness.

By Selena Butler on 12/26/2018

I appreciated the information in this course especially the Percentage Category. That was an added bonus but I feel it will be very helpful in taking a proactive approach to my budget rather than a reactive approach. Thank you.

By Stuart Williams on 7/15/2018

I bought this course a couple of months ago as I am useless with managing my money. I knew I had to do something about it so eventually i managed to do this course. I wish I had done it months. It is short and to the point and it really does show how easy it is to create a budget using excel. Thanks Chris. Its a 5 Star from me :)

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Overall Score : 84 / 100