ECO 110 Taking Charge of Economic Future Week 9 Assignment Conducting a Personal Financial Analysis
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Instructions
Note: If you haven't completed your Week 6 Activity budget and your budget from Week 8 to prepare for the Week 9 Assignment, you should complete those now.
Step 1: The instructions in Chapters 8 and 9 of the Webtext will guide you through creating two additional monthly budgets using the budget and financial plan you created for the Week 6 Activity.
Step 2: In Chapter 9 of the Webtext, you will follow instructions to create ways to visualize your budget data.
Step 3: Be sure you download and save the Excel template from Chapter 9 to your desktop in an acceptable format, including .xls and .xlsx.
Step 4: Upload your completed Excel workbook below.
About this Assignment
For this assignment, you will be using Excel as your technology tool to analyze personal financial data and display that data visually. While there are many other technologies available that can be used for this type of analysis, the approach to learning and working with Excel software in this course is one you can apply to other technology tools in your life and career.
Your goal for this assignment is to build your confidence and practice your technology skill by conducting a personal financial analysis using a technology tool. You will use Excel to organize three monthly budgets and to visualize financial data. You will include realistic expenditures and allocate expenditures in response to changes in income and expenses presented in the scenario presented in Chapter 8 of the Webtext.
The specific course learning outcome associated with this assignment is:
- Present the findings of a personal financial analysis using spreadsheets, including charts, graphs, or other visuals.