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Essential Spending Planner

See Your Perfect Spending Year

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  • About Us
    • Bio and International Speaker
    • My Pillars and Promises
  • Events
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    • Essential Money Talks – LIVE
  • Services
    • Courses Overview
    • Free Services
      • INTRO Course: A Spending Plan to Financial Peace
      • Money Chat
      • Essential Money Talk – Be a Host
    • Group Courses
      • 8 Week Spending Plan Group Course ~Most Popular~
      • Refresher 8 Week Spending Plan Course
    • 1:1 Personal Coaching
      • 2022-2023 Essentials Spending Plan Reports
      • On-Demand 1:1 Personal Coaching
      • 8 Week Spending Plan: 1 on 1 (includes group workshops)
      • 1/2 day Spending Plan Workshop
      • 6 Month Spending Plan Course (includes group workshops)
    • DIY Courses
      • Spending Planner Software Account & Basic Course
      • Kids n’ Money
    • Memberships
      • Financial Literacy Membership
      • Financial Fitness Membership
      • Financial Peace Membership
  • Free Resources
    • Podcasts
    • 10 Reasons Why People Avoid Budgeting
    • Why Budgeting is Broken Report
    • Goodbye Money Stress
    • Financial Fitness Health Check Up
    • Money Mindset is Vital
    • Business Finances VS Personal Finances
  • Testimonials
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Current User Progress

Spending Planner Fast Track Short Course
Module 1Spending Plan Overview-

Menu training videos

Unit 1Welcome to the Spending Plan Journey
Unit 2OVERVIEW: Spending Plan Steps
Unit 3A Spending Plan is the Answer
Unit 4Spending Planning
Unit 5SOFTWARE MENU: Sign In & Settings
Unit 6MENU: Dashboard
Unit 7MENU: Account List
Unit 8MENU: Transactions
Unit 9MENU: Calendar
Unit 10MENU: Categories
Unit 11MENU: Assets
Unit 12MENU: Location
Unit 13MENU: Loan Calculator
Module 2Six Expense Types and Bank Accounts+

The six ways you spend your money and how to protect your money from you - effective bank account structure.

Unit 1The Six Expense Types
Unit 2Bank Account Structure
Unit 3Recommended Bank Structure: The Three Pigs Account Analogy
Unit 4The Power Of Leverage - Bills Account
Unit 5Current Bank Account Structure Worksheet
Unit 6Setting Up Accounts (Credit Cards and Loans)
Unit 7How to Delete an Account
Unit 8How you spend your money: All Expenses Worksheet
Unit 9Prioritise Your Spending
Module 3Creating Your Spending Plan: Entering in Expenses+

Entering in expenses into the Spending Planner

Unit 1Entering Transactions - Expenses
Unit 2Common Mistakes When Entering Transactions
Unit 3Understanding Transfers: Transaction Types
Unit 4Preparing For Your 1st Spending Plan
Unit 5Display Plan - Your Crystal Ball
Unit 6Long Term Savings Account
Unit 7Budget VS Spending Plan: #7 Ways to Balance Plan
Module 4Living Your Spending Plan: See Your Perfect Spending Year+

How to regularly monitor your Spending Plan.

Unit 1LIVING YOUR PLAN: Phase 2 Begins - Live Your Spending Plan
Unit 2Roll Your Plan Forward: Transactions Due
Unit 3Different ACTUAL spending amount of a PLANNED expense or income
Unit 4Following Your Spending Plan: Your Financial GPS
Unit 5Accountability: Weekly (Report) Monitoring Routine
Unit 6Dream Scenarios: Can I Afford This?
Module 5Spending Plan Courses and Services+

Do you need some support to create and/or receive motivation and accountability to live your Spending Plan?

Unit 1Spending Plan Courses
Unit 2Spending Plan Memberships
Unit 3*Spending Plan Services
Unit 4Kids N' Money: A Parent's Guide
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Sherri Dumbrell

Certified Spending Planner
 [email protected]
Narangba, Queensland AUSTRALIA 4504
Phone:  0411 800 946 (Australia)
                801-615-5889 (USA)

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