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!
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  • Lectures 16
  • Length 32 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2015 English

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

    What are the requirements?

    • Nothing special! Every thing is explained within the course

    What am I going to get from 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

    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

    What you get with this course?

    Not for you? No problem.
    30 day money back guarantee.

    Forever yours.
    Lifetime access.

    Learn on the go.
    Desktop, iOS and Android.

    Get rewarded.
    Certificate of completion.


    Section 1: Financial management principles

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


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


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


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


    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!


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


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


    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.

    4 questions

    Let's test what you have learnt!


    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

    By the way...
    Section 2: BONUS: guided videos on your Finance Compass
    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

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    Instructor Biography

    Greg Henriques, 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.

    Ready to start learning?
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