Cashflow 101

Have you been thinking about doing a cash flow for yourself to see where all of your money goes each month BUT you have no idea how to use excel or where to even start?

This course is for complete beginners and it takes you from opening excel and how to save your cash flow template through to entering your income and expenses and using that information to complete a realistic forecast for the next 12 months and then adding the formulas in at the end of the month to work out what you will have left at the end of each month so that you can plan for months where you might have bigger outgoings. It is a complete step by step guide and I offer full support as well so if you get stuck on anything I am an email away.

Having your own cash flow and being able to visually see what your outgoings are each month can be life changing and it is also a great tool to see where you are “unconsciously spending” so you might find that you can start making savings now without anything else changing! I have also included some money saving tips that can help you to save money on your bills starting now.

All you will need is your last 3 months of bank/credit card statements, Excel (or if you do not have Excel I have included instructions on how to use Google docs and it’s free!) and some time to go through the course and create your cash flow. Once it’s set up I would recommend checking in with it each month to enter that months expenses and to check in to see if you’re on track with your forecast.

This course is for people that are at a beginner level in Excel and want a cash flow that they can use to manage their spending, pay off their debt and start making savings.

It is a step by step guide on how to create your first excel cash flow that you can then use to manage your spending, start making savings and if you are in debt it can be used to clear your debt.  You will also enter your last 3 months of income and expenditure so that you can then create your “forecast” for the next 12 months so that you can use it to monitor if you’re on target each month.

This course is for beginners, if you already have a good understanding of excel and already have your own cash flow this course is not for you.

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!