Track expenses and investment in Google sheets for beginners

Offered By
Coursera Project Network
In this Guided Project, you will:

Access Google spreadsheets and import a working file

Learn basics and learn formatting and calculations

Build an expense and an investment tracker and combine them in a financial dashboard

Clock1 Hour
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

By the end of this project, you will be able to create an expenses and investments tracker using only Google sheets, which will help you track all your expenses and user fund investments. You will be able to track all your money at the beginning and end of the month. Whether you need to track your expenses, save more money, measure your income and create a link between them all to better allocate your money, this project will help you do so. Since tracking and monitoring allows you to create a spending plan for your money, it ensures that you will always have enough money for the things that you need and the things that are important for you. Following an expense tracker or spending plan will also keep you out of debt or help you work your way out of debt. Throughout the project you will be able to acquire the basic Google Sheets skills that are needed to organize your investments and expenses and create a cash flow tracker that you can use to limit or prioritize your spending. Along the way, you will be applying and practicing the basic features of spreadsheets such as formatting and calculations, as well as create tables and charts to use in your financial management that are efficient and versatile. This project will help you and your household live a better life. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

FinanceMoney ManagementInvestmentGoogle Sheets

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Set up your personal finance overview dashboard. 

  2. Build an investment fund tracker. 

  3. Build a cash flow sheet to track your expenses.

  4. Identify spreadsheet basics and apply calculations and formatting.

  5. Access Google spreadsheets and import a working file.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.