Get $1 credit for every $25 spent!

The Learn Personal Finance Beginners Bundle

Ending In:
Add to Cart - $29.99
Add to Cart ($29.99)
$1,200
97% off
wishlist
Courses
6
Lessons
163

What's Included

Product Details

Access
Lifetime
Content
2.0 hours
Lessons
12

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

Create Financial Reports & Complement Traditional Accounting Software like QBO

By Robert Steele | in Online Courses

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.
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.

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

Requirements

  • Microsoft Office

Course Outline

  • Your First Program
  • Introduction
    • 1050 What It Can Do For Us - 20:24
  • Create Excel Worksheet and Link to Financial Institution
    • 1100 Money In Excel Create Worksheet - 18:41
    • 1110 Money In Excel Connect Financial Institution - 10:55
  • Sort Transactions Data & Add Categories
    • 1115 Categories & Subcategories Income Items - 22:14
    • 1120 Categories & Subcategories Expense Items - 18:33
    • 1125 Accounts Numbers To Sort Data - 8:54
  • Income Statement Creation
    • 1130 Create Income Statement Options - 10:20
    • 1135 Create Income Statement Using Tables - 16:39
    • 1140 Create Income Statement Using Pivot Tables - 10:30
  • Balance Sheet or Net Worth, Budget, & Recurring Transactions
    • 1145 Net Work Template - 13:09
    • 1150 Budget Template - 11:31
    • 1155 Recurring Expenses Template - 8:10

View Full Curriculum


Access
Lifetime
Content
4.0 hours
Lessons
16

Personal Capital: Free Financial Planner Application

Use Financial Planning Tool & Know How it Compares and/or Complements Other Accounting & Financial Tools

By Robert Steele | in Online Courses

The Personal Capital is currently a free software that can connect to financial institutions, pulling in financial asset and liability balances, as well as transaction detail, into one location. The Personal Capital software also downloads transaction detail and allows for the categorization or assigning of accounts and tags that can then be used to generate an income statement. It also has budgeting tools to help with shorter-term cash flow management. This course will discuss how to set up the Personal Capital software and link to accounts. Also, you will know some reasons why the software may be offered for free and look over Personal Capital data security.

4.5/5 average rating: ★ ★ ★ ★

  • Access 16 lectures & 4 hours of content 24/7
  • Know what Personal Capital Software is & how it can be used
  • Learn how Personal Capital Software compares to other accounting & financial management software
  • Access & set up the free software
  • Use Financial data to create an income statement
  • Learn the benefits of having net worth or balance sheet data in one location
  • Access & use investment tools and analysis
  • Use financial planning tools like retirement planner
  • Use a home appraisal tool
  • Add non-financial institution assets & liabilities to make the net worth or balance sheet more complete
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.

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

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction
    • 1050 What It Can Do For Us - 23:12
    • 1055 Why is it Free - 15:13
    • 1100 Setup Free Tool - 4:50
    • 1110 Connect Financial Institution - 4:02
    • 1112 Navigation Overview - 24:23
  • Create and Income Statement
    • 1114 Income Stmt., Sch. C Taxes, & Budgeting Overview - 12:21
    • 1115 Categories & Tags Income Items - 32:43
    • 1120 Categories & Tags Expense Items - 18:41
    • 1125 Export Data To Excel To Make Income Stmt. - 10:37
    • 1135 Create Income Statement Using Tables - 14:02
    • 1140 Create Income Statement Using Pivot Tables - 12:57
  • Net Worth Balance Sheet & Investments
    • 1145 Net Work Balance Sheet & Investments - 15:16
  • Retirement Planner, Other Planners, & Investment Checkup
    • 1150 Retirement Planner - 20:05
    • 1155 Investment Checkup - 13:39
  • Add Home and Other Non Financial Assets & Liabilities
    • 1160 Add Home Appraisal Value - 9:47
    • 1165 Add Other Non-Financial Institution Assets & Liabilities - 9:14

View Full Curriculum


Access
Lifetime
Content
8.0 hours
Lessons
42

QuickBooks Online Multiples Currencies

Record Transactions Using Multiple Currencies from a Certified Public Accountant (CPA)

By Robert Steele | in Online Courses

The course will discuss accounting for multiple currencies, outlining the process in Excel to provide a more transparent look at the process. Then we will enter the transactions into QuickBooks, the software automating some of the steps required. Next, you will learn how to turn multicurrency on and which accounts will be affected most by multicurrency transactions, including cash account types, accounts receivable account types, and accounts payable account types. Also, this course will demonstrate transactions related to forward contracts, both for speculative purposes and to mitigate risk on foreign currency transactions.

4.6/5 average rating: ★ ★ ★ ★

  • Access 42 lectures & 8 hours of content 24/7
  • Get access to QuickBooks Online including a possible free 30-day trial
  • Turn on the multicurrency feature
  • Set up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts Payable
  • Enter transactions related to foreign currency accounts receivable
  • Enter transactions related to foreign currency accounts payable
  • Include transactions related to forward contracts for speculation
  • Use transactions related to forward contracts to reduce risk on foreign currency transactions
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.

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

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction
    • 1302 Free 30-Day Trial Multiple Currencies - 11:48
    • 1305 Multiple Currencies Overview - 8:40
    • 1310 Multiple Currencies Cash, Accounts Receivable, & Accounts Payable - 18:28
  • Sales Cycle
    • 1315 Multiple Currencies Invoice & Accounts Receivable - 17:26
    • 1320 Multiple Currencies Foreign Currency Accounts Receivable Adjusting Entry - 19:34
    • 1325 Multiple Currencies Receive Payment & Make Deposit Excel - 18:59
  • Purchase Equipment On Account
    • 1340 Multiple Currencies Purchase Equipment On Account Excel - 10:55
    • 1345 Multiple Currencies Purchase Equipment On Account QB - 14:33
    • 1350 Multiple Currencies Adjusting Entry Loan Payable - 13:20
    • 1355 Multiple Currencies Transfer Money to Foreign Currency - 11:56
    • 1360 Multiple Currencies Pay Foreign Loan Payable - 9:41
  • Purchase Inventory On Account
    • 1370 Multiple Currencies Purchase Inventory On Account - 14:09
    • 1375 Multiple Currencies Accounts Payable Adjusting Entry - 15:51
    • 1380 Multiple Currencies Foreign Currency Transfer - 17:11
    • 1385 Multiple Currencies Accounts Payable Reversing Entry - 12:39
    • 1390 Multiple Currencies Accounts Payable Payment - 10:59
  • Forward Contract for Speculation that Foreign Currency will Strengthen
    • 1400 Setup Free 30-Day Trial Practice Multiple Currencies - 8:16
    • 1402 Forward Contract for Speculation that Foreign Currency will Strengthen Overview - 12:03
    • 1405 Forward Contract for Speculation that Foreign Currency will Strengthen Initial Transaction - 14:08
    • 1410 Forward Contract for Speculation that Foreign Currency will Strengthen Adjusting Entry - 11:01
    • 1415 Forward Contract for Speculation that Foreign Currency will Strengthen Maturity Date Transactio - 11:01
    • 1420 Forward Contract for Speculation that Foreign Currency will Strengthen Maturity Date Transactio - 12:38
    • 1425 Forward Contract for Speculation that Foreign Currency will Strengthen Reversing Entry - 12:49
  • Forward Contract for Speculation that Foreign Currency will Weaken
    • 1447 Free 30 Trial Setup-Forward Contract for Speculation that Foreign Currency will Weaken - 11:25
    • 1450 Forward Contract for Speculation that Foreign Currency will Weaken Overview - 10:51
    • 1455 Forward Contract for Speculation that Foreign Currency will Weaken Initial Transaction Excel - 7:10
    • 1460 Forward Contract for Speculation that Foreign Currency will Weaken Initial Transaction QB - 15:28
    • 1465 Forward Contract for Speculation that Foreign Currency will Weaken Adjusting Entry - 10:47
    • 1470 Forward Contract for Speculation that Foreign Currency will Weaken Maturity Transactions Excel - 13:59
    • 1472 Forward Contract for Speculation that Foreign Currency will Weaken Maturity Transactions QuickB - 7:45
    • 1475 Forward Contract for Speculation that Foreign Currency will Weaken Maturity Transactions QuickB - 12:14
    • 1480 Forward Contract for Speculation that Foreign Currency will Weaken Revesing Entry - 10:31
  • Forward Contracted Used to Reduce Risk From Purchase of Fixed Asset On Account
    • 1483 Free 30 Day Trial Multiple Currencies Problem 4 - 8:54
    • 1485 Multiple Currencies Problem 4 Overview - 7:13
    • 1490 Multiple Currencies Problem 4 Purchase Fixed Asset On Account Foreign Currency - 12:52
    • 1495 Multiple Currencies Problem 4 Forward Contract Initial Transaction - 14:13
    • 1500 Multiple Currencies Problem 4 Adjusting Entry Accounts Payable Foreign Currency - 11:13
    • 1505 Multiple Currencies Problem 4 Adjusting Entry Forward Contract Receivable - 11:00
    • 1515 Multiple Currencies Problem 4 Forward Contract Maturity Transactions - 15:14
    • 1510 Multiple Currencies Problem 4 Foreign Payable & Forward Contract Maturity Transactions Excel - 17:15
    • 1520 Multiple Currencies Problem 4 Foreign Currency Accounts Payable Maturity Transactions - 14:13
    • 1525 Multiple Currencies Problem 4 Foreign Currency Reversing Entries - 12:32

View Full Curriculum


Access
Lifetime
Content
3.0 hours
Lessons
37

Project Finance Ninja Course

Build Project Finance Models From Scratch & Discover Their Economic Feasibility

By Yoda Learning | in Online Courses

The Project Finance Ninja Course is for students and professionals pursuing careers in investment banking, private equity, corporate finance, and equity research. It will give you an in-depth understanding of financial statements and modeling. This course pulls no punches — it is the same comprehensive training program top investment banks and financial institutions use to prepare analysts and associates for calculating the risk involved in financial projects and defining the boundaries and scope of the project. In addition, the project Finance Ninja Course will introduce you to several useful tools that can be applied by project managers to operate project-based financing.

4.6/5 average rating: ★ ★ ★ ★

  • Access 37 lectures & 3 hours of content 24/7
  • Apply a structured & systematic approach to financing projects
  • Understand the creation of flags
  • Calculate Escalation Rate, IRR, & NPV
  • Take substantiate investment decisions
  • Build schedules using the BASE approach
  • Build the schedule for Revenue Forecast, Capital
  • Expenditure, Annual & Accumulated Depreciation
  • Recognize the top key characteristics of a robust project & later identify the weakest links in the transaction
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/Programmer
4.5/5 Instructor Rating: ★ ★ ★ ★

Yoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.

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: advanced
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Any device with basic specifications

Course Outline

  • Introduction
    • Introduction - 3:38
  • Component Model
    • 0201 Introduction of Component & Download Case Study - 2:23
    • 0203 Creation of Flags Part 2 (Start Date and End Date) Final - 10:27
    • 0202 Creation of Flags Part 1 (Holiday Expense) - 6:26
    • 0204 Creation of Flags Part 3 (Recurring Expense) - 6:57
    • 0205 Calculation of Escalation Rate - 8:21
    • 0206 Building Schedules using BASE Approach - 4:21
    • 0207 Constructing a Depreciation Cap - 4:25
    • 0210 Preparing a Loan Repayment Schedule - 5:12
    • 0212 Calculation of IRR & NPV - 10:56
    • 0209 Creating a Waterfall Structure - 5:53
    • 0211 Using VLOOKUP with True - 5:37
    • 0208 Building a Circularity Switch - 8:16
  • Financial Model
    • 0301 Model Preview & Download Case Study - 4:05
    • 0302 Project Details and Assumptions Sheet - 10:40
    • 0305 Building the schedule for Capital Expenditure - 4:44
    • 0303 Sheet Preview and Building Dynamic Timeline - 6:43
    • 0304 Building the schedule for Revenue Forecast - 4:59
    • 0305 Building the schedule for Capital Expenditure - 4:44
    • 0306 Building the schedule for Annual & Accumulated Depreciation - 5:27
    • 0307 Building the schedule for Financial Structure - 3:59
    • 0308 Building the schedule for Equity - 1:01
    • 0309 Building the schedule for Government Grant - 0:59
    • 0310 Building the schedule for Debt - 13:01
    • 0311 Building the schedule for Other Operational Costs - 2:14
    • 0312 Building the schedule for Working Capital - 7:00
    • 0313 Building the schedule for Dividend - 2:52
    • 0314 Building the schedule for Tax - 1:48
    • 0315 Linking the Income Statement - 4:46
    • 0316 Linking the Balance Sheet - 4:06
    • 0317 Linking the Cash Flow Statement - 4:37
    • 0318 Building the schedule for Cash Surplus and Cash Overdraft - 9:23
    • 0319 Key Concepts for the Calculation of IRR & NPV & Download Case Study - 7:51
    • 0320 Calculating Unlevered IRR - 3:59
    • 0321 Calculating Unlevered NPV - 8:12
    • 0322 Calculating Levered IRR - 3:25
    • 0323 Calculating Levered NPV - 3:03

View Full Curriculum


Access
Lifetime
Content
1.0 hours
Lessons
10

Google Sheets for Excel Users

Organize Your Information Into Neat Spreadsheets in Both Google Sheets & Excel

By Yoda Learning | in Online Courses

If you're dealing with a bunch of data, sorting and organizing will help you a lot. This course will teach you how to use Google Sheets and organize your information into neat spreadsheets. You can use many of these skills in Excel too!

  • Access 10 lectures & 1 hour of content 24/7
  • Know the 5 ways to use Google Sheet’s Checkbox
  • Use Sparklines for Dashboards
  • Learn how to use Slicer on a table
  • Create a “pop-up” Calendar Date Picker
  • Create a Heatmap with Conditional Formatting
  • Use AI Explore to create charts & reports
NOTE: Software NOT included.
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/Programmer
4.5/5 Instructor Rating: ★ ★ ★ ★

Yoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.

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: beginner
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Microsoft Excel
  • Access to Google Sheets

Course Outline

  • Topics
    • Download the Practice Files for this Course
    • Working with Google Sheet's Checkbox - 3:20
    • Sparklines for Dashboards - 6:17
    • Using Slicer on a Table - 2:40
    • Add a Pop-Up Calendar Date Picker - 2:29
    • Coloring Rows Based On a Cell Value - 3:48
    • Creating Heatmap with Conditional Formatting - 1:00
    • Star Rating System on Google Sheet - 3:28
    • Google Sheets' AI Explore Feature - 1:54
    • Google Sheets | Course Feedback

View Full Curriculum


Access
Lifetime
Content
4.0 hours
Lessons
46

360 Financial Modeling & Valuation Course

Learn Industry Best Practices & Common Pitfalls in Financial Modeling

By Yoda Learning | in Online Courses

Don’t just learn how to develop financial statements and theories behind the valuation. Learn the techniques that wow industry leaders and become hot in the job market with this 360° Financial Modeling & Valuation course. With 4 hours of video content, you'll get a great overview of financial modeling and how to build client-ready deliverables from scratch. In addition, you'll learn formatting protocols, statements, forecast drivers, and more.

  • Access 46 lectures & 4 hours of content 24/7
  • Build a 3-statement financial model with valuation in 3 phases
  • Build client-ready deliverables from scratch
  • Become better with Excel shortcuts, industry best practices, time-saving tips & more
  • Create a report-like presentation
  • Complement your statements with CAGR, Horizontal & Vertical Analysis
  • Learn the fundamental drivers of each line-item in their respective schedules
  • Perform Discounted Cash Flow Valuation where you learn to calculate FCFF & WACC
Yoda Learning | Data Analyst |MS Office Expert & PMP | Instructor/Programmer
4.5/5 Instructor Rating: ★ ★ ★ ★

Yoda Learning is a team of 12+ industry professionals focused on developing project-based learning solutions, which allows students to accrue real-world experience and learn in an engaging and practical manner. Its courses encompass everything from web and mobile app development to data analytics and design.

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: intermediate
  • Have questions on how digital purchases work? Learn more here

Requirements

  • Any device with basic specifications

Course Outline

  • Downloadable Practice Sheet
    • Practice Problem
  • OVERVIEW OF FINANCIAL MODELING
    • Course Introduction - 4:01
    • Financial Statement Analysis- Breaking Down - 3:46
    • Working with Financial statements - Part 1 - 6:02
    • Activity - Basic Level - 5:39
    • Working with Financial statements - Part 2 - 1:49
    • Activity - Advance Level - 5:05
    • Ratio Analysis Overview - 10:35
    • Valuation Overview - 6:02
    • Relative Valuation Overview - 5:59
  • INCOME STATEMENT
    • Creating an Income Statement - 5:16
    • Continuing with assumptions - 3:57
    • Building the format of the Income Statement - 4:25
    • Building Formulas to Forecast Tax Expense and Minority Interest line Item - 2:37
    • Working with CAGR Calculation - 4:17
  • REVENUE MODEL
    • Overview of the Revenue Model - 6:25
    • Building a Revenue Model - 5:55
    • Calculating Average Revenue Per Store - 5:47
  • BALANCE SHEET
    • Constructing Balance Sheet Format_1 - 5:03
    • Developing Balance Sheet and its Elements - 7:10
    • Working with CAGR and Trend Analysis Calculation - 5:43
    • Building Assumption for the Asset Side of the Balance Sheet - 9:41
    • Forecasting the Balance Sheet for the Liability Side - 6:40
    • Other Liability Items - 10:29
  • CASH FLOW STATEMENT
    • Introduction to the Cash Flow Statement - 10:08
    • Designing and Structuring the Cash Flow Statement - 6:31
    • Linking the Line Items in the cashflow - 6:52
    • Add End 03
  • WORKING CAPITAL AND CAPEX & DEPREICIATION
    • Dealing with Working Capital, Capex, and Depreciation (WCCD) - 6:57
    • Getting the Format Ready - Approach 1 - 3:53
    • Building Formula for Each Line Item - 4:37
    • Getting the Format Ready - Approach 2 - 5:55
    • Forecasting Current Assets - 10:59
    • Creating a Waterfall Formula - 2:48
    • Forecasting Line items in the Working Capital Calculations - 6:13
    • Forecasting Working Captical Schedule - 6:00
    • Forecasting Capex and Depreciation Schedule - 11:44
  • DCF VALUATION
    • Introduction to DCF Method - 5:11
    • Forecasting of the Dividend Schedule - 3:49
    • Valuation - 6:08
    • Compounding, Discounting and Layers of Complexity of the DCF - 4:16
    • Calculating the Cost of Each Capital - 10:02
    • Building the Valuation Sheet - 10:41
    • Calculating the Cash Flows Related to DCF - 5:49
    • Building Sensitivity Analysis and Schedule of Valuation - 8:15
    • Session Conclusion - 11:45

View Full Curriculum



Terms

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