Creating a Personalized Budget Planner Using Excel and AI

The purpose of this assignment is to use Excel to create a budget planner and utilize generative AI to enhance it with personalized recommendations and insights.

View the instructions listed in the “Creating a Personalized Budget Planner Using Excel and AI” document attached. After completing the steps, answer the reflection questions found at the end of the document. Submit your completed assignment to the instructor.

While the use of an AI tool is permitted to complete this assignment, adherence to the guidance on acceptable use and citation of AI-generated content from your instructor and the University Policy Handbook is expected. Access the AI Resource Center, located in the Student Success Center, via Classroom Policies in the digital classroom for information on usage of AI tools.

Prepare this assignment using effective business writing style. Refer to the resource, “Effective Business Writing,” located in Class Resources, for specific guidelines and formatting requirements.