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Create My Financial Statements: Building a Personal Finance Management System Using Excel

The first step to becoming rich is to understand your assets and cash flow! Learn from accountant Andrew Kim how to use financial statements used in companies for personal financial management.

(4.7) 3 reviews

49 learners

Level Basic

Course period 12 months

  • Andrew Kim
Financial Technology
Financial Technology
Accounting
Accounting
Financial Technology
Financial Technology
Accounting
Accounting

What you will gain after the course

  • The necessity and role of financial statements in personal asset management

  • Personal Financial Statements: Balance Sheet and Monthly Cash Flow Statement

  • How to Grow Wealth from a Financial Statement Perspective

  • Personal Financial Statement Template and How to Use It

Can corporate financial statements be applied to personal finances?
[Creating My Financial Statements] In the lecture, along with strategic financial management methodologies,
Learn how to use the Personal Financial Statements Excel Template.


This course is largely divided into three sections and seven lectures.

Section 1 - Intro. Why You Need a Personal Financial Statement Preparation System

Section 2 - Creating Personal Financial Statements

Section 3 - Preparation and Use of Personal Financial Statements

Financial statements may seem difficult, but anyone can easily create them using templates.
Then shall we begin now?

myfinancial_all_231126

Recommended for
these people

Who is this course right for?

  • People who are interested in financial technology

  • People who do not have a systematic way to manage their income/expenditures

  • Anyone who needs a concrete methodology to become rich

  • Those who want to apply accounting knowledge to personal finance

Need to know before starting?

  • Basic Accounting/Finance Terms

  • Basic Excel Skills

Hello
This is

49

Learners

3

Reviews

1

Answers

4.7

Rating

1

Course

After passing the CPA exam, I performed numerous corporate audits and financial advisory services at a Big 4 accounting firm. Subsequently, at an independent private equity firm, I gained extensive experience in fundraising from government institutions, fund establishment, and investment management.

Based on my experience in various financial fields, I have been conducting accounting and finance lectures for numerous companies. On Inflearn, however, I am introducing a course on the developed based on this accounting knowledge.

Curriculum

All

8 lectures ∙ (1hr 39min)

Course Materials:

Lecture resources
Published: 
Last updated: 

Reviews

All

3 reviews

4.7

3 reviews

  • tshong1281님의 프로필 이미지
    tshong1281

    Reviews 8

    Average Rating 5.0

    5

    100% enrolled

    • qnastartingpoint3279
      Instructor

      Thank you for the great rating! I sincerely hope it was a helpful time. Sincerely, Andrew Kim

  • yongmancho3999님의 프로필 이미지
    yongmancho3999

    Reviews 2

    Average Rating 5.0

    5

    100% enrolled

    It was an opportunity to create my own financial statements, set goals, and see the planned increase in assets. However, since income and expenditure do not occur centered on one Hub account, I think I should create a personal financial statement to manage more complex cash flow. I requested it because there is no template, but when I receive the template, I will listen to it repeatedly and create my own financial statement.

    • Hello, students~! First of all, thank you for your interest and good review of the lecture, which is lacking in many ways. :) As you mentioned, income and expenses will occur through various accounts, but setting up a hub account is to centralize management. The ultimate goal of centralizing management is to control money. I think that students can change and manage the hub account as much as they want within the scope of their control. If you have any concerns during the process, please let me know at any time. I will think about it together with you. :) In addition, I also run a blog about accounting and finance, so if you are interested, please visit and get the information you need. https://m.blog.naver.com/kicpa_andrewkim I hope you always stay healthy and lucky. Thank you. Andrew Kim

  • paulmoon008308님의 프로필 이미지
    paulmoon008308

    Reviews 111

    Average Rating 4.9

    4

    100% enrolled

    $26.40

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