Apps You’ll Need to Use
How to Set Up Your Accounts
Super Simple but Super Important Tips to Remember Before Editing Your Budget
How to Navigate the Lessons
Course 1: Lesson 1 - How to Enter Your Names & Ages
Course 1: Lesson 2 - How to Enter Your Income
Course 1: Lesson 2a - Combined
Course 1: Lesson 3 - How to Enter Donations
Course 1: Lesson 3a - One-Time/Flat-Rate Donations
Course 1: Lesson 3b - Percentage Donations
Course 1: Lesson 3c - Combined
Course 1: Lesson 4 - How to Enter Your Taxes
Course 1: Lesson 4a - Combined
Course 1: Lesson 5 - How to Enter 401K Contributions
Course 1: Lesson 5a - Combined
Course 1: Lesson 6 - How to Enter Bills Paid from Your Checking Account
Course 1: Lesson 7 - How to Enter Bills/Purchases Paid from Your REWARDS Credit Card
Course 1: Lesson 7a - Understanding Your Credit Card Cycle and How it Links to Your Budget
Course 1: Lesson 7b - How to Enter Your Estimated Credit Card Purchases
Course 1: Lesson 7c - How to Enter Your Credit Card Limit
Course 1: Lesson 8 - How to Enter Your Mortgage Loan Payments
Course 1: Lesson 9 - How to Enter Your Auto Loan Payments
Course 1: Lesson 10 - How to Enter Your Debt Payments
Course 1: Lesson 11 - How to Enter Your Savings-Investment Transfers
Course 1: Lesson 12 - How to Complete the Setup of the “Budget – Checking” Tab
Course 1: Lesson 13 - How to Complete the Setup of the “Savings” Tab
Course 1: Lesson 14 - How to Complete the Setup of the “HYSA” Tab
Course 1: Lesson 15 - How to Complete the Setup of the Investment Tabs
Course 2: Lesson 1 – Understanding the Importance of the “Balance” Column on Your “Budget – Checking” Tab
Course 2: Lesson 2 – How to Automate Your Bill Payments & Never Overdraft
Course 2: Lesson 3 – Understanding the Importance of Reconciliation
Course 2: Lesson 4 – Daily Budgeting Tasks
Course 2: Lesson 4a – Making Purchases
Couse 2: Lesson 4b – Reconciling Your Checking Account
Course 2: Lesson 4c – Reconciling Your Rewards Credit Card
Course 2: Lesson 5 – Weekly Budgeting Tasks
Course 2: Lesson 5a – Reconciling Your Income Payments
Course 2: Lesson 5b – Reconciling Bills and Transfers
Course 2: Lesson 6 – Monthly Budgeting Tasks
Course 2: Lesson 6a – Update Interest Earnings in Your Savings & HYSA
Course 2: Lesson 6b – Update Gains & Losses in Your Investment Accounts
Course 2: Lesson 6c – Update Interest & Finance Charges on Your Debts & Loans
Course 2: Lesson 6d – How to Enter Your Rewards Credit Card Payments & MAKE MONEY From Your Credit Card
Course 2: Lesson 7 – Annual Budgeting Tasks
Course 2: Lesson 7a – Update Your Giving Rate
Course 2: Lesson 7b – Update Your Tax Bracket
Course 2: Lesson 7c – Update Your Self-Employed Taxes Calculator
Course 2: Lesson 7c1 – Update the Percentages of Your Office and Auto Use
Course 2: Lesson 7c2 – Update the Standard Deduction Allowed Each Year
Course 2: Lesson 7c3 – Update the Self-Employment Tax Rate & Your Net Income Calculation
Course 2: Lesson 7c4 – Update Your Tax Bracket
Course 2: Lesson 7c5 – Determine Your Retirement Contribution Limit
Course 2: Lesson 7c6 – Determine Your Estimated Taxes Due
Course 2: Lesson 7d – Review/Update Your Net Worth
Course 2: Lesson 7d1 – How to Calculate Your Current Real Estate Market Value
Course 2: Lesson 7d2 – How to Calculate the Current Market Value of Your Vehicles
Course 2: Lesson 7d3 – Understanding How Your Net Worth is Calculated
Course 2: Lesson 7e – Update Your Savings Goals
Course 2: Lesson 7f – Update Your Investment Contributions
Course 2: Lesson 8 – How to Save and How Much to Save
Course 2: Lesson 8a – Emergency Fund
Course 2: Lesson 8b – Living Expense Fund
Course 2: Lesson 8c – How to Save Funds for Your Taxes if You are Self-Employed
Course 2: Lesson 8d – How to Achieve Your Financial Goals
Course 2: Lesson 9 – How to Budget with Your Partner
Course 2: Lesson 10 – Life Transition Budgeting Tasks
Course 2: Lesson 10a – Update Goal & Milestone Purchases on Your “Budget – Checking” Tab
Course 2: Lesson 10b – Update Goal & Milestone Purchases on Your “Credit Card” Tab
Course 2: Lesson 10c – Update Larger & More Long Term Planned Purchases on Your “Brokerage” Tab
Course 2: Lesson 11 – How to Pay Off Consumer and Student Loan Debt ASAP
Course 2: Lesson 12 – How to Pay Off Your Mortgage Faster
Course 2: Lesson 13 – How to Pay Off Your Auto Loans Faster
Course 2: Lesson 14 – How to Calculate How Much to Invest to Cover All Expenses After Retirement
Course 2: Lesson 14a – If You Solely Bring in Salary-Based Income
Course 2: Lesson 14b – If You Are Solely Self-Employed
Course 2: Lesson 14c – If You Receive Both Salary-Based Income and Self-Employment Income
IMPORTANT NOTE:
Course 2: Lesson 15 – How to Update Your Budget When You Are Retired (AND Check to See NOW if Your Contributions Are Enough)
Last But Not Least
