Digital Foundations™A program of The Luc Cochran Foundation
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Creating a Household Budget in Excel

Build a working monthly budget step by step. This course is written in plain language, moves at your pace, and never assumes you have used technology before. Every lesson includes clear steps, examples and a short knowledge check so you can be sure the skill stuck.

Duration
1h 10m
Lessons
6 lessons
Quizzes
1 quiz
Instructor
The Luc Cochran Foundation
Last updated
Updated August 31, 2026

What you’ll learn

  • Create a budget that adds itself up

Course curriculum

Getting Started with Excel

Learn how to open Excel and set up your first budget sheet.

  1. 1Opening Excel and Understanding CellsIdentify columns, rows, and cells in a spreadsheet.8 min
  2. 2Listing Your Income and ExpensesOrganize budget categories into clear lists.10 min

Doing the Math

Use formulas to add up your totals automatically.

  1. 1Using the SUM FormulaWrite a basic formula to add a list of numbers.12 min
  2. 2Finding Your Bottom LineSubtract expenses from income to see what is left.10 min

Formatting and Saving

Make your budget look professional and keep it safe.

  1. 1Making It Look Like MoneyApply currency formatting to numbers.8 min
  2. 2Saving Your Budget SafelySave a file to the computer and understand file naming.7 min

Household Budgeting in Excel Quiz

Passing score 70% · unlimited attempts

Take quiz

Who this course is for

  • Adults new to technology
  • Seniors building confidence
  • Job seekers
  • Students and families