Tools to Build Wealth: Budgets, Income, Assets in MS Excel

18 Apr , 2018  

  • All examples provided are in Microsoft Excel and available for download

You probably realize that people don’t get rich by accident. Wealth accumulation is typically a planned process, which involves understanding of the basic concepts, building and executing a plan as well as measuring you progress to stay on track.

In this course we will be looking at basic concepts and tools of building wealth using Microsoft Excel:  this will help you customize the plan and will help you setup goals and track your progress toward the goal of becoming financially independent:

Below are the topics we are going to cover in this course:

– Tools and strategies how you can make it work 
– Budgets. Why they don’t work. And what you can do to
– Spending Vs Investment. Why investments are critical for your financial future 
– What are Assets and Liabilities.
– How to calculate Net Worth 
– Income Statement and Balance Sheet 
– How to set financial goals and use all these tools together and accumulate wealth 

You will also be able to download all Microsoft Excel File referenced in this course – all links are provided in the lecture descriptions.


Who is the target audience?
  • Course is for students that would like to analyze their finances and accumulate wealth over time
  • This course is for you if you want to improve your financial life

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