Sign up required Keeping your personal finances organized is a “way of life”. The course will cover the use of spread sheets for a yearly financial planner which will give you the big picture. Items for your required tax information such as sources of income, contributions, medical and dental expenses and real estate tax will be found in a summary sheet. It will also cover an optional daily journal. With a glance you can see where you are financially and when tax time comes you won’t have to dig through all that stuff in the shoebox. Examples will be given which could serve as templates for your own data. PREREQUISITES The course will be taught using Excel spread sheets but the information could be transferred to other spread sheets. Since this is not an introductory course on spread sheets you should have taken CC215 or have equivalent skills using Excel or other spreadsheets. |
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