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Microsoft Excel - Managing Personal Finances with Excel (Udemy.com)

Start a Plan to Gain Financial Awareness and Confidence by Creating a Personal Finance Template with Microsoft Excel

Created by: Kyle Pew

Last updated March 2024

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What you will learn

  • Learn to Manage your Daily Personal Finances with Microsoft Excel
  • Create a Customizable, Personal Monthly Budget Excel Template from Scratch
  • Track and Identify where your Money is being Spent with Key Excel Visuals based on your Personal Budget
  • Use Microsoft Excels Dynamic Tools to Identify your Savings Goals within your Budget

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Overall Score : 96 / 100

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Course Description

Where Did It All Go?

When I was younger my mom would say, I must have a hole in my pocket, referring to me. The problem was, I would get my paycheck, from my after-school job, and in the blink of an eye the money would be gone. I had spent my entire paycheck without realizing where it all had gone. My mom was convinced I must have a hole in my pocket and the money was falling out.

Have you ever felt that way? All the hard work you've put in the previous week has finally paid off and your back account is in the positive. But, before you can ask where it all has gone, the money is spent, and your account is starting to dwindle in size.

It's been many years since I've heard my mom ask me if I have a hole in pocket. Today, the money still gets spent, but I now know where it goes.


It Starts with a Plan

In this course on using Microsoft Excel to Manage Your Personal Finances, I will guide you on how Excel can help you create and stick with a plan for managing your own personal finances.

We'll start by creating a customizable Excel Template that will help you track your daily and monthly spending habits. By tracking your spending, we can gain control over our spending habits and gain confidence in our finances. If we first have a plan for our money, we can follow that plan and come out on top within our budget.

One of the main characters from a favorite TV show I watched when I was younger, use to say, "I love it when a plan comes together!"

As we harness the power of Microsoft Excel to help track our budget, you'll begin to see the plan come together.


Putting the Plan Together

Ultimately the plan is effectively budget our spending. But, in order to get there, I will walk you step by step using Microsoft Excel to create a template for your budget. The template will include:

  • Effective Use of Excel Tables to Manage our Expenses. (Bills, Expenses, Subscriptions, etc.)

  • Simple Excel Formulas Calculating and Summarizing our Spending Habits.

  • Key Chart Visuals Identifying where our Money has Gone.

  • Apply Conditions on the Budget to Help Drive Smart Decisions on our Spending.


Stich up the holes in your pockets by enrolling in this course on using Microsoft Excel to Manage your Personal Finances and start your plan to become more financially aware with your own finances. 

See you in the course.




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Instructor Details

Kyle Pew

Welcome! I'm Kyle Pew, a Microsoft Certified Trainer (MCT), Microsoft Office Master Instructor, and Udemy Instructor Partner, with over 20 years of experience training over 2 million students in Microsoft Office and beyond. I’m passionate about helping students of all backgrounds and skill levels succeed in using tools like Excel, Word, PowerPoint, Access, and more, as well as diving into advanced topics like VBA and SharePoint.


With a background in media arts and animation from the San Francisco Art Institute and industry experience as a game designer at Electronic Arts, I bring a unique perspective to my training. My clients have included major corporations like Chevron, Facebook, Walmart, and many more, delivering training to both large-scale audiences and individuals, adapting each lesson to address real-world applications. My courses are built around the principle that the best way to learn is by tackling real-life challenges—allowing you to build confidence and problem-solving skills.


Join me on Udemy and let’s take your skills to the next level. When I’m not teaching, I’m enjoying time with my six children or cheering on my favorite hockey team, the San Jose Sharks.

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Reviews

4.8

810 ratings on Udemy

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By Andrelee Alvarez De Guzman on 5/25/2026

This is the second course I’ve purchased from Teacher Kyle Pew, and once again I’m very impressed and amazed by his teaching style. He explains everything step by step in a way that is easy to follow, making even complex topics much easier to understand. I genuinely feel that I’m learning and gaining valuable skills from his courses. Thank you, Kyle, for your dedication and for being such an amazing teacher! Highly recommended!

By Clyde Marcus Lewis on 11/17/2025

I'm excited to build my own financial program. I get to say "Good Bye!" to expensive subscriptions to other personal financial programs. Just finished the course. I didn't think I would have much interest in the loan payment, investment and data table section. I was wrong! I'm now fascinated with "what if" analysis! Kyle is great instructor as always. Entertaining and very knowledgeable. I'm already applying what I have learned.

By Nisa.faridz on 9/12/2025

Yes, I am a beginner in using Excel and creating a personal budget tracker. The instructor is very engaging and helpful. The only problem I have is that I am using Mac, so some interfaces are different, but the Q&A section helps a lot.

By Cristin Dohotaru on 1/4/2025

It's a good course, taught me a few new things. 4.5 stars simply because ideally you need Office 365 to use the ToCol function as in the Office 2021 my pivot table workaround would not update, tried asking the instructor for help and tried to troubleshoot myself using multiple ways, however none have worked for me.

By Caprice Burton on 10/10/2024

Excellent course for me. It was nice that the course started off building real-life scenario workbooks. I especially enjoyed how well the course was organized into short segments. I just began working from home and had many interruptions. I enjoyed this course and the instructor.

By Breck Robinson on 9/4/2024

I learned so much about excel, what questions I should be asking myself when budgeting my personal finances, and thoroughly enjoyed the added bonus of learning about how to calculate loan payments and investments with the calculators you built in Excel. I'm feeling really confident about getting ahold of my personal finances after having taken this course.

By Rachel McDonald on 2/6/2024

This was a great course for me. I learned a lot about Excel which was a big part of my reason for taking it and also I now have a great budget I can use which was the other reason. Kyle did an excellent job but for me personally I thought he went pretty quickly over the formula parts and also finding things on the ribbon. I'm not familiar with all the tabs on the ribbon and I had to re-watch a number of times to keep up but I found this extremely valuable and I am very happy I took this course! Thank you!

By Henry Hamber on 11/19/2023

Personally, this is exactly what l needed to manage my personal finances. It was comprehensive and yet very easy to follow. I also think it provides the tool for business finance management. An excellent job well done! If there is an additional course for business finances management l will be the first to enrol. Thank You!

By Gavin McGrath on 10/6/2023

I found this course very useful. A lot of information to take in. Will probably have to revisit several times to fully absorb the lessons. Some of the operations shown were slightly different to those on my Mac so it took a bit of time to figure things out on my computer.

By Brian Leonard on 9/30/2023

This was a personally excellent course that was taught by a superior instructor. Kyle Pew knows his material and knows how to relate it to his audience. I definitely recommend Kyle Pew courses for whatever subject you find interesting.

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