Beginner Guide To Creating Your Personal Finance Tracker - Jobs and Recruitment on, the UK's #1 job site

Beginner Guide To Creating Your Personal Finance Tracker


This course includes lifetime access so you can complete the course at your own speed. This course is designed for those interested to learn the basics guide on creating your personal finance tracker to have a clear and detailed view on how much they spend each month. Benefits of taking this course include: Unlimited and lifetime access to the course Learn the course at your own pace Course can be accessed on any platform 24/7 Customer support

SKU: 262158 Category:


Accounting and finance_Finance


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.

What you’ll learn:

  • your monthly expenses
  • your invisible costs
  • your revenues
  • your bottom line figure
  • your monthly tracker
  • 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 thinks that budget management is difficult
  • Anyone who is looking for an easy to use tool to manage their finances

The Beginner Guide To Creating Your Personal Finance Tracker will cover the following topics:

Section 1 – Financial Management Principles

  • Introducing Your Finance Compass
  • Visibility – Power
  • Step 1 – Adding Your Monthly Expenses
  • Step 2 – Adding Your Invisible Costs
  • Step 3 – Adding Your Revenues
  • Step 4 – Your Bottom Line Figure
  • Step 5 – Your Monthly Review Process
  • Conclusion

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 – Savings Plan