Create three monthly budgets and perform a personal financial analysis using Microsoft Excel.

Finance by Geoffrey

Create three monthly budgets and perform a personal financial analysis using Microsoft Excel

  • Create three monthly budgets and perform a personal financial analysis using Microsoft Excel.
  • Summarize changes in expenditures between budgets.
  • Show the results of the analysis using appropriate graphs in Excel.
  • Explain how the graph types you have selected will help your financial advisor understand the data.
  • Discuss the results of the financial analysis including savings achievements, future budget modifications, and life impacts that could derail the budget in the coming year.
  • Reflect on what the analysis might reasonably look like in one year, accounting for economic factors such as inflation and the consumer price index.