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Personal Finance Management in Google Sheets (Free Template)

Master your money! Get a simple personal finance template & process for budgeting, bills, credit, and income tracking. Take control of your finances today.

4.6(13)
91students
1h 1m
Certificate
Colby Schrauth
Colby SchrauthAnalytics Team Lead & Educator

Course Content

Personal Finance Management in Google Sheets (Free Template) is a beginner-level Udemy course taught by Colby Schrauth. It runs 1h 1m, is taught in English, and includes a certificate of completion. Learners rate it 4.6 out of 5 from 13 reviews, with 91 students enrolled. It is a paid course, last updated September 2019.

Hi, I’m Colby – and I believe in simple systems for feeling organized and in control of your finances.

For a while, I searched for the perfect way to manage my personal finances – something both straightforward and effective. I explored various options like online budgeting tools, smartphone apps, and even professional financial services. However, I found them lacking. I'd start with good intentions, but quickly lose interest due to excessive ads, constant notifications, or the sheer amount of effort required to maintain them. It felt like I was spending as much time on the tool as I was on actually managing my money!

So, I decided to build my own solution: a simple spreadsheet. And the result? It became the easiest tool for tracking my finances, completely customizable, and surprisingly engaging. Best of all, it was easy to share with others.

By combining my custom spreadsheet with regular check-ins and a few helpful resources, I created a solid foundation for truly understanding my financial situation. Seeing your entire financial world in one place provides clarity and empowers you to develop effective strategies. It fosters organization and builds confidence for the future.

And now, I'm sharing this spreadsheet and the entire process with you!

What You'll Get:

  • FREE Access to a Personal Finance Spreadsheet: Get instant access to an unlocked Google Sheets template – save it directly to your Google Drive!
  • Pre-populated with Fictitious Data: The Google Sheet comes ready to go, filled with the same example data used in this Udemy tutorial.

Who is this course for?

This course is designed to help you self-manage your finances with the simplest possible approach.

What this course is NOT for:

This isn't about building a complex budgeting tool that meticulously tracks every penny. It's about gaining control and understanding your financial health through a practical, easy-to-use system.

Key Benefits:

  • Simple Budgeting: Learn a straightforward method for managing your money.
  • Personal Finance Tracking: Gain a clear overview of your income and expenses.
  • Customizable Spreadsheet: Adapt the system to fit your unique financial needs.
  • Financial Organization: Develop a structured approach to managing your finances.
  • Increased Financial Confidence: Understand your financial situation and make informed decisions.
  • Free Google Sheets Template: Get started immediately with a pre-built spreadsheet.
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