Beginner Guide to Creating Your Personal Finance Tracker
4.1 (7 ratings)
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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!
4.1 (7 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,182 students enrolled
Created by Greg Henriques
Last updated 10/2016
English
Current price: $10 Original price: $25 Discount: 60% off
5 hours left at this price!
30-Day Money-Back Guarantee
Includes:
  • 32 mins on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • 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
View Curriculum
Requirements
  • Nothing special! Every thing is explained within the 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 is the target audience?
    • 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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    Curriculum For This Course
    +
    Financial management principles
    10 Lectures 16:17

    Time to download your own copy, click on the link provided in lecture 2!

    Preview 01:52

    Click on this link to download your own copy of the Finance Compass

    Download your Finance Compass
    00:11

    Remember: the more visibility you bring to your finances, the more control you will get over it

    Preview 03:35

    Feel free to add as many categories as you wish, the more granular the easier to manage!

    Preview 00:37

    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!

    Preview 02:10

    It is now time to look at your revenues to balance things up!

    Preview 01:10

    Rip the benefits of your hard work and let the tool do the work for you

    STEP 4 - Your bottom line figure
    02:10

    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
    02:12

    Let's test what you have learnt!

    Final quizz
    4 questions

    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

    Preview 01:43

    By the way...
    00:37
    +
    BONUS: guided videos on your Finance Compass
    6 Lectures 16:01
    DEMO 1 - Monthly expenses
    02:20

    DEMO 2 - Invisible costs
    02:05

    DEMO 3 - Revenues
    01:06

    DEMO 4 - Bottom line figure
    01:48

    DEMO 5 - Monthly reviews
    03:40

    DEMO 6 - BONUS: Savings plan
    05:02
    About the Instructor
    Greg Henriques
    4.2 Average rating
    79 Reviews
    8,175 Students
    5 Courses
    10 years in global corporate and founder of weGrow coaching

    The common denominator of my story is personal growth and continuous improvement, my journey includes various steps such as professional DJ, 7 marathons, 2 IRONMAN, certifying in NLP, living in the US for 2 years and in Greece for 1 year, building an exciting career at Mars during 7 years, and taking on an opportunity to relocate to the UK with SABMiller in 2013. My need for contribution had lead me to founding weGrow and I am passionate about making a contribution to the well-being of others every day!

    I invite you to consult my website for more information about me, for a free well-being questionnaire and for lots of free materials related to personal growth.