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Beginner Guide to Creating Your Personal Finance Tracker

person icon Gregory Henriques

4.3

Beginner Guide to Creating Your Personal Finance Tracker

Gain access to your own individual copy of your "Finance Compass" financial tracker and learn how use it best!

updated on icon Updated on Apr, 2024

language icon Language - English

person icon Gregory Henriques

English [CC]

category icon Business,Finance,Finance Other

Lectures -16

Resources -1

Duration -31 mins

4.3

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Course Description

Gain access to your own individual copy of your "Finance Compass" financial tracker and learn how use it best!

This course is a step by step guide to create your personal finance tracker. By the end of this course, you will have created a powerful tool to manage your finances each month, which will provide you 100% clarity on how much you spent, including the invisible costs that most people don’t consider, and will also enable you to know what your bottom line figure is: the range of money you have the opportunity to save each month!

By registering to this training you will get your individual copy of the personal finance tracker called the “Finance Compass” and the videos will guide you on how to use it. It makes it simple, easy, and straightforward for you.

In addition to your own downloadable version of the Finance Compass, which is a powerful financial tracker, this course incudes 2 sets of videos:

  • A first set of videos introducing the fundamental principles of successful financial management
  • A second set of videos that are recordings from the Finance Compass to help you understand how to use it. An interactive manual!


The Finance Compass includes the following sections:

  1. your monthly expenses
  2. your invisible costs
  3. your revenues
  4. your bottom line figure
  5. your monthly tracker
  6. your 12 months savings plan

Who this course is for:

  • Anyone who wants to gain better control over their finances
  • Anyone who feels some sort of discomfort when it comes to managing their finances
  • Anyone who things that budget management is difficult
  • Anyone who is looking for an easy to use tool to manage their finances

Goals

What will you learn in this course:

  • Create your personal finance tracker
  • Gain a clear and detailed view on how much they spend each month
  • Discover their bottom line figure: the amount of money they can save each month
  • Create a savings plan for the year and forecast how much money they will be able to accumulate

Prerequisites

What are the prerequisites for this course?

  • Nothing special! Every thing is explained within the course
Beginner Guide to Creating Your Personal Finance Tracker

Curriculum

Check out the detailed breakdown of what’s inside the course

Financial management principles
9 Lectures
  • play icon Introducing your finance compass 01:52 01:52
  • play icon Download your Finance Compass
  • play icon Visibility = Power 03:35 03:35
  • play icon STEP 1 - Adding your monthly expenses 00:37 00:37
  • play icon STEP 2 - Adding your invisible costs 02:10 02:10
  • play icon STEP 3 - Adding your revenues 01:10 01:10
  • play icon STEP 4 - Your bottom line figure 02:10 02:10
  • play icon STEP 5 - Your monthly review process 02:12 02:12
  • play icon Conclusion 01:43 01:43
BONUS: guided videos on your Finance Compass
6 Lectures
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Instructor Details

Gregory Henriques

Gregory Henriques

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