Financial Modeling in Spreadsheets
Learn basic business modeling including cash flows, investments, annuities, loan amortization, and more using Sheets.Start Course for Free
4 Hours13 Videos52 Exercises12,723 Learners
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Have you ever wanted to plan for retirement, understand the stock market, or create a cash flow for your business? In this course, you will learn how to build business and financial models in Sheets. Google Sheets is an excellent technology for business models! You can create a framework for your goal, like understanding the growth of investments, and then update that framework based on current data. You will learn the basics of business modeling focusing on cash flows, investments, annuities, loan amortization, and saving for retirement. By the end of the course, you will have gained referencing and function skills in Sheets that you can apply to all sorts of models.
What are Models?Free
An introduction to modeling financial statements in Sheets focusing on balance and income statements, which help create cash flow models.How to love models50 xpFormat the income statement100 xpCreate the sum values100 xpCopy sums for each year100 xpContinuing simple models with balance sheets50 xpFormat a balance statement model100 xpBalance all the years100 xpCommon size statement100 xpBuild a cash flow model50 xpUpdate the cash flow100 xpComplete cash flow for all years100 xpForecast Cash Flows100 xp
Time Value Money Models
Learn Sheet's financial model functions by creating investment models with the fv, pv, pmt, and nper functions. You will also learn how to pay off debts in a loan amortization table.Value functions50 xpEstimate effective interest rates100 xpHow much will I earn?100 xpDouble your money100 xpGrowing your money50 xpOut-of-state tuition100 xpAdd some starter money100 xpCan your child pay for college?100 xpStudy abroad for a year100 xpReducing your debt50 xpStart the loan amortization table100 xpWhere did your money go?100 xpComplete loan model100 xp
Planning and Investing Models
Saving for retirement is tricky, but in this chapter, you will learn how to create models that help you plan to save and use your money after retirement.Retirement planning in real dollars50 xpWhat's your nest egg?100 xpHow much do you need to pay?100 xpFinish and visualize100 xpRetirement planning in nominal dollars 150 xpUpdate yearly values100 xpAdd the estimate of fixed income100 xpBreak down the stock balance100 xpRetirement planning in nominal dollars 250 xpAdd withdrawals and money made100 xpCalculate total year-end100 xpHow much initial money?100 xp
Stock prices go up and down but can we model them? Learn about volatility and simulating stock prices in this final chapter.Living with uncertainty50 xpRelative price and daily return100 xpWhat is the average return?100 xpFind volatility100 xpA simple stock model50 xpExpected return and random values100 xpCertainty and uncertainty100 xpUncertainty charted100 xpStock probabilities50 xpStepping out the expected return100 xpCreate the steps for min and max stock prices100 xpWhat is the most likely stock price?50 xpModel stock price probability100 xpComplete the probability table100 xpGraph the stock distribution100 xp
In the following tracksFinance Fundamentals in Spreadsheets
Erin BuchananSee More
Professor at Harrisburg University of Science and Technology
Dr. Erin Buchanan is a Professor at Harrisburg University of Science and Technology where she teaches a variety of statistics courses, data science skills, and natural language processing. Her research focuses on applied statistics, the use and misuse of statistics, and computational linguistics. She runs a statistics YouTube channel channel and an associated website for everyone to improve their skills.
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