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 includes 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! 


 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 

Course Curriculum

Introduction 00:04:00
Introducing your finance compass 00:02:00
Visibility = Power 00:04:00
Adding your expenses 00:01:00
Adding your invisible costs 00:02:00
Adding your revenues 00:01:00
Your bottom line figure 00:02:00
Your monthly review process 00:02:00
Conclusion 00:02:00
Finance Compass 00:00:10
Demo 1 – Expenses 00:02:00
Demo 2 – Invisible costs 00:02:00
Demo 3 – Revenues 00:01:00
Demo 4 – Bottom line figure 00:02:00
Demo 5 – Monthly reviews 00:04:00
Demo 6 – Savings plan 00:05:00
Quiz 00:30:00

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