Tutorvo
Menu
Courses Guides Pricing Log in Sign up
Investing & Personal Finance Beginner

Personal Finance in Excel

Budget, track spending, pay off debt and plan savings, investing and retirement in a live spreadsheet that checks your work.

8 lessons 8 labs 1.8 h Certificate

  • One-time payment
  • 14-day money-back guarantee
  • Secure checkout with Stripe

What you'll build

What you will be able to do

Each lab ends with a concrete result that you build yourself and the checker confirms, cell by cell.

  • Finish Maya's monthly budget, check it against the 50/30/20 rule and work out her savings rate.
  • Turn a month of card and cash payments into category totals and compare them with your budget.
  • Size Maya's emergency fund, find out how long it takes to fill it, and how much she must save each month for a down payment.
  • Compare two ways of paying off two cards with the same monthly budget, month by month.
  • See what a card balance really costs and how much faster a fixed payment clears it.
  • Compare a 30-year and a 15-year mortgage and see what an extra $300 a month does.
  • Project a monthly investing plan and translate the result into today's money.
  • Estimate a retirement target with the 4% rule and test how long it takes to get there.

About this course

Managing money gets easier once you can see the numbers for yourself. This course walks you through building a personal finance toolkit. You set up a monthly budget using the 50/30/20 rule and track spending by category with SUMIFS. Savings labs size an emergency fund and calculate how long a goal takes or how much to save each month with NPER and PMT. You compare the avalanche and snowball methods for paying off debt, see how credit card interest and minimum payments add up and compare loans and mortgages including extra payments. Finally you explore compound growth and real returns and estimate a retirement number with the four percent rule. Educational only, not financial advice.

Curriculum

Course content

8 lessons · 8 labs · 1.8 h · final exam

  1. Your monthly budget & the 50/30/20 ruleLab12 min4 checked tasks
    Unlocked when you buy the course
  2. Track your spending by category (SUMIFS)Lab12 min5 checked tasks
    Unlocked when you buy the course
  3. Emergency fund & savings goals (NPER, PMT)Lab14 min4 checked tasks
    Unlocked when you buy the course
  4. Debt payoff: avalanche vs snowballLab15 min5 checked tasks
    Unlocked when you buy the course
  5. Credit card interest & minimum paymentsLab12 min4 checked tasks
    Unlocked when you buy the course
  6. Compare loans & mortgages (PMT, extra payments)Lab14 min4 checked tasks
    Unlocked when you buy the course
  7. Compound growth & investing (FV, real return)Lab14 min4 checked tasks
    Unlocked when you buy the course
  8. Your retirement number (4% rule)Lab15 min4 checked tasks
    Unlocked when you buy the course
  9. Final exam12 questions, 75% to pass, unlimited retries.

Certificate

Finish with a certificate you can verify

Complete every lesson and pass the final exam to receive a certificate of completion for this course, with a unique credential ID and a public verification page.

  • Names the course, your score and the date of issue
  • A verification link for your CV or LinkedIn profile
  • 12 questions, 75% to pass, unlimited retries.

A Tutorvo certificate confirms that you completed a course. It is not an official or professional qualification.

Illustration. Your certificate shows your own name, course and credential ID.

Before you buy

Questions about this course

Is this a subscription?

No. You pay $9.99 once for this course. There is no subscription and nothing renews automatically. Prices are in US dollars; taxes may be added where required.

What exactly do I get?

All lessons and labs of this course, the final exam and the certificate, including later updates to the course, for as long as Tutorvo offers it. Access is personal and tied to your account.

Can I get a refund?

Yes. If you are not satisfied, email hello@tutorvo.com within 14 days of buying and we refund the course in full via Stripe. The guarantee does not apply once a certificate for the course has been issued to you, or where there are signs of abuse.

When can I start?

Right after payment. Access starts immediately at your request; for consumers in the EU/EEA the statutory right of withdrawal therefore ends once access has begun, while our 14-day money-back guarantee applies regardless.

Do I need Excel or other software?

No. The labs run in a spreadsheet inside your browser on a laptop, tablet or phone. Function names and syntax follow Excel.

Is the certificate an official qualification?

No. It confirms that you completed all lessons of the course and passed its final exam. It is not an official, state-recognised or professional qualification. The name is taken from your profile when the certificate is issued.

Full details are in our Terms · hello@tutorvo.com

Browse all Investing & Personal Finance courses →
$9.99one-time payment
Buy course