Course curriculum

  • 1

    Let's start budgeting

    • Welcome to my course!

    • Let's build the budget template

    • Let's start tracking! The initial budgeting part

    • Tracking day to day transactions

    • Closing the month and creating a new tab


  • Who is this course good for?

    If you're a self-starter, motivated DIYer, and do not have a lot of emotional stuff to work on, this course is good for you to get started. Otherwise, it's best to schedule a complimentary consultation.

  • What will I get out of this course?

    Learn the method of budgeting I have used since early 2000s and what I have been teaching my clients as well.