Beginner Guide to Creating Your Personal Finance Tracker

Course

Online

£ 50 + VAT

Description

  • Type

    Course

  • Methodology

    Online

  • Start date

    Different dates available

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:your monthly expenses
your invisible costs
your revenues
your bottom line figure
your monthly tracker
your 12 months savings planWho 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

Facilities

Location

Start date

Online

Start date

Different dates availableEnrolment now open

About 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

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

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This centre's achievements

2021

All courses are up to date

The average rating is higher than 3.7

More than 50 reviews in the last 12 months

This centre has featured on Emagister for 6 years

Subjects

  • Financial Training
  • Financial
  • Finance
  • Benefits
  • Savings
  • Financial Management

Course programme

Financial management principles 8 lectures 14:33 Introducing your finance compass Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. Final quizz Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Financial management principles 8 lectures 14:33 Introducing your finance compass Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. Final quizz Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Introducing your finance compass Introducing your finance compass Introducing your finance compass Introducing your finance compass Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it Visibility = Power Remember: the more visibility you bring to your finances, the more control you will get over it Remember: the more visibility you bring to your finances, the more control you will get over it Remember: the more visibility you bring to your finances, the more control you will get over it STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 1 - Adding your monthly expenses Feel free to add as many categories as you wish, the more granular the easier to manage! Feel free to add as many categories as you wish, the more granular the easier to manage! Feel free to add as many categories as you wish, the more granular the easier to manage! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 2 - Adding your invisible costs Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! Those invisible costs will be spread over the duration of 12 months so that you can "accrue" for it each month. This way you no longer will be surprised with un-expected invoices hitting your bank account! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! STEP 3 - Adding your revenues It is now time to look at your revenues to balance things up! It is now time to look at your revenues to balance things up! It is now time to look at your revenues to balance things up! STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you STEP 4 - Your bottom line figure Rip the benefits of your hard work and let the tool do the work for you Rip the benefits of your hard work and let the tool do the work for you Rip the benefits of your hard work and let the tool do the work for you STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. STEP 5 - Your monthly review process This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. This is the most important step: make sure that each month you update your figures to keep them accurate and relevant. This is also how you will be able to develop your savings plan. Final quizz Final quizz Final quizz Final quizz Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Conclusion Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass Well done you made it! Now feel free to use the bonus videos below in case you get stuck with any section of the finance compass BONUS: guided videos on your Finance Compass 6 lectures 16:03 DEMO 1 - Monthly expenses DEMO 2 - Invisible costs DEMO 3 - Revenues DEMO 4 - Bottom line figure DEMO 5 - Monthly reviews DEMO 6 - BONUS: Savings plan BONUS: guided videos on your Finance Compass 6 lectures 16:03 DEMO 1 - Monthly expenses DEMO 2 - Invisible costs DEMO 3 - Revenues DEMO 4 - Bottom line figure DEMO 5 - Monthly reviews DEMO 6 - BONUS: Savings plan DEMO 1 - Monthly expenses DEMO 1 - Monthly expenses DEMO 1 - Monthly expenses DEMO 1 - Monthly expenses DEMO 2 - Invisible costs DEMO 2 - Invisible costs DEMO 2 - Invisible costs DEMO 2 - Invisible costs DEMO 3 - Revenues DEMO 3 - Revenues DEMO 3 - Revenues DEMO 3 - Revenues DEMO 4 - Bottom line figure DEMO 4 - Bottom line figure DEMO 4 - Bottom line figure DEMO 4 - Bottom line figure DEMO 5 - Monthly reviews DEMO 5 - Monthly reviews DEMO 5 - Monthly reviews DEMO 5 - Monthly reviews DEMO 6 - BONUS: Savings plan DEMO 6 - BONUS: Savings plan DEMO 6 - BONUS: Savings plan DEMO 6 - BONUS: Savings plan

Additional information

Nothing special! Every thing is explained within the course

Beginner Guide to Creating Your Personal Finance Tracker

£ 50 + VAT