Download Your Info Template
Info Template Instructions
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
Course1: Lesson 2a - Salary-Based
Course 1: Lesson 2b - Self-Employed
Course 1: Lesson 2c - 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 - Salary-Based
Course 1: Lesson 4b - Self-employed
Course 1: Lesson 4c - Combined
Course 1: Lesson 5 - How to Enter 401K Contributions
Course 1: Lesson 5a - Salary-Based & Combined
Course 1: Lesson 5b - Self-Employed
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
