MENU: Account List - Essential Spending Planner

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Spending Planner Fast Track Short Course

Module 1	Spending Plan Overview	-
Menu training videos
Unit 1	Welcome to the Spending Plan Journey
Unit 2	OVERVIEW: Spending Plan Steps
Unit 3	A Spending Plan is the Answer
Unit 4	Spending Planning
Unit 5	SOFTWARE MENU: Sign In & Settings
Unit 6	MENU: Dashboard
Unit 7	MENU: Account List
Unit 8	MENU: Transactions
Unit 9	MENU: Calendar
Unit 10	MENU: Categories
Unit 11	MENU: Assets
Unit 12	MENU: Location
Unit 13	MENU: Loan Calculator
Module 2	Six 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 1	The Six Expense Types
Unit 2	Bank Account Structure
Unit 3	Recommended Bank Structure: The Three Pigs Account Analogy
Unit 4	The Power Of Leverage - Bills Account
Unit 5	Current Bank Account Structure Worksheet
Unit 6	Setting Up Accounts (Credit Cards and Loans)
Unit 7	How to Delete an Account
Unit 8	How you spend your money: All Expenses Worksheet
Unit 9	Prioritise Your Spending
Module 3	Creating Your Spending Plan: Entering in Expenses	+
Entering in expenses into the Spending Planner
Unit 1	Entering Transactions - Expenses
Unit 2	Common Mistakes When Entering Transactions
Unit 3	Understanding Transfers: Transaction Types
Unit 4	Preparing For Your 1st Spending Plan
Unit 5	Display Plan - Your Crystal Ball
Unit 6	Long Term Savings Account
Unit 7	Budget VS Spending Plan: #7 Ways to Balance Plan
Module 4	Living Your Spending Plan: See Your Perfect Spending Year	+
How to regularly monitor your Spending Plan.
Unit 1	LIVING YOUR PLAN: Phase 2 Begins - Live Your Spending Plan
Unit 2	Roll Your Plan Forward: Transactions Due
Unit 3	Different ACTUAL spending amount of a PLANNED expense or income
Unit 4	Following Your Spending Plan: Your Financial GPS
Unit 5	Accountability: Weekly (Report) Monitoring Routine
Unit 6	Dream Scenarios: Can I Afford This?
Module 5	Spending Plan Courses and Services	+
Do you need some support to create and/or receive motivation and accountability to live your Spending Plan?
Unit 1	Spending Plan Courses
Unit 2	Spending Plan Memberships
Unit 3	*Spending Plan Services
Unit 4	Kids 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)