Check out this video for some basic excel functions that will help you get started in using excel to create your financial plan!

Beginner Excel Tips for Financial Planning

Check out this video for some basic excel functions that will help you get started in using excel to create your financial plan!

If you’ve been around here for a while, then you likely know that I LOVE spreadsheets. I took an Excel class as an elective in college (wow-nerd alert!) and it was possibly the single best class I could have taken to really set me apart from my peers in the accounting field. And, it made my job so much easier knowing all the tricks and tools.

However, it can be daunting to use if you aren’t familiar with the basic functions but want to follow along and create your financial plan in the classes I’ve shared or any other amazing spreadsheet resources that can be found on the web.

I created a quick 17-minute video to explain some of the basic things you need to know to get started. It’s my first video, so it’s not perfect but I hope it will be helpful if you’re not sure where to begin!

Included in this video are the following topics:

  • Introduction to workbooks
  • How to use multiple worksheets
  • Editing rows, columns & cells
  • Formatting rows, columns, cells as well as entire worksheets
  • Creating basic formulas such as sum, average and count
  • Other miscellaneous helpful tips

If you already have a good working knowledge of Excel, this is probably one that you can skip. Otherwise, here it is!

Please let me know, would you be interested in additional video tutorials for other spreadsheets included in the Making Your Money Matter classes?


9 Responses

  1. Glad to see you spreading the word on how amazing Excel is for tracking expenses and budgeting! I use pivot tables myself to summarize the expenses into categories, so I can slice and dice the numbers. Perhaps you could create a future tutorial covering pivot tables – I think others might find them useful too, although they’re more of an “advanced Excel” option.

  2. I really like excel and know that I’m not anywhere close to using all the powerful functions that it has. I definitely can’t wait to see where you go with this series!!!

Comments are closed.


I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.


diy fianancial checklist


Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.