The Learn Personal Finance Beginners Bundle

6 Courses & 22 Hours
You save 97% -

What's Included

Money in Excel: Income Tax Sch. C & Personal Financials
  • Certification included
  • Experience level required: All levels
  • Access 12 lectures & 2 hours of content 24/7
  • Length of time users can access this course: Lifetime

Course Curriculum

12 Lessons (2h)

  • Your First Program
  • Introduction
    1050 What It Can Do For Us20:24
  • Create Excel Worksheet and Link to Financial Institution
    1100 Money In Excel Create Worksheet18:41
    1110 Money In Excel Connect Financial Institution10:55
  • Sort Transactions Data & Add Categories
    1115 Categories & Subcategories Income Items22:14
    1120 Categories & Subcategories Expense Items18:33
    1125 Accounts Numbers To Sort Data8:54
  • Income Statement Creation
    1130 Create Income Statement Options10:20
    1135 Create Income Statement Using Tables16:39
    1140 Create Income Statement Using Pivot Tables10:30
  • Balance Sheet or Net Worth, Budget, & Recurring Transactions
    1145 Net Work Template13:09
    1150 Budget Template11:31
    1155 Recurring Expenses Template8:10

Money in Excel: Income Tax Sch. C & Personal Financials

Robert Steele

Robert Steel | CPA, CGMA, M.S. Tax, CPI

4.4/5 Instructor Rating: ★ ★ ★ ★

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.


The Money in Excel is an Excel template provided by Microsoft that has bank connectivity similar to many accounting software applications such a QuickBooks, bank connectivity allowing for the download of financial data directly from the financial institutions. Money in Excel can be used to construct a small business income statement useful when preparing an income tax return Schedule C Profit or Loss From Business. This course will cover how to access the Money in Excel template and connect it to financial institutions, downloading financial data. Also, it will cover other functions provided by Money in Excel, including budgeting options and recurring transactions.

4.6/5 average rating: ★ ★ ★ ★

  • Access 12 lectures & 2 hours of content 24/7
  • Learn what Money in Excel can be used for
  • Setup the Money In Excel Template
  • Connect Money In Excel to financial institutions
  • Add account or categories and subcategories to data
  • Sort business & personal data
  • Create an income statement that may be useful for taxes
  • Create a balance sheet or statement of net position
  • Use the Money in Excel budgeting template
NOTE: Software NOT included.


Important Details

  • Length of time users can access this course: lifetime
  • Access options: desktop & mobile
  • Redemption deadline: redeem your code within 30 days of purchase
  • Certificate of completion included
  • Experience level required: all levels
  • Have questions on how digital purchases work? Learn more here


  • Microsoft Office


  • Unredeemed licenses can be returned for store credit within 30 days of purchase. Once your license is redeemed, all sales are final.
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