StretchLearn Course
A practical, formula-by-formula system for budgeting, cash-flow forecasting, and financial dashboards in Excel or Google Sheets.
Course Overview
This beginner course teaches you to manage money in a spreadsheet you fully control instead of an app that locks your data away. You will structure transactions, write the core formulas (SUMIFS, FILTER, XLOOKUP, and more), build a rolling cash-flow forecast, and design a one-screen dashboard with charts. By the end you run a repeatable monthly process and can stress-test your finances with scenario planning.
Learning Outcomes
Structure income, expenses, and categories into a clean transaction table that formulas can read
Write SUMIFS, FILTER, XLOOKUP, and date functions to summarize spending automatically
Build a zero-based monthly budget with planned-versus-actual variance tracking
Model a rolling cash-flow forecast that projects your balance weeks and months ahead
Track debt payoff and savings goals with amortization and progress formulas
Design a single-screen dashboard with charts, then run scenario plans to stress-test decisions
Curriculum Preview
Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.
Set up a clean transaction table, a category system, and the spreadsheet habits that make every later formula work.
Learn the handful of formulas that do almost all budgeting work: conditional sums, lookups, dynamic filters, and date math.
Assemble a zero-based monthly budget with variance tracking and a rolling forecast that projects your balance forward.
Turn your data into a one-screen dashboard, track debt and savings goals, and stress-test decisions with scenarios.
Built for Application
This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.