| Spending Plan Overview | - |
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Menu training videos |
| Unit 1 | Welcome to the Spending Plan Journey |
| Unit 2 | A Spending Plan is the Answer |
| Unit 3 | Spending Planning |
| Unit 4 | OVERVIEW: Spending Plan Steps |
| 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 |
| Six Expense Types and Bank Accounts | + |
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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: The Three Pigs Analogy - Effective Bank Structure |
| Unit 4 | Setting Up Accounts (Credit Cards and Loans) |
| Unit 5 | How you spend your money: All Expenses Worksheet |
| Creating Your Spending Plan: Entering in Expenses | + |
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Entering in expenses into the Spending Planner |
| Unit 1 | Entering Transactions - Expenses |
| Unit 2 | Understanding Transfers: Transaction Types |
| Unit 3 | Preparing For Your 1st Spending Plan |
| Unit 4 | Long Term Savings Account |
| Unit 5 | Budget VS Spending Plan: #7 Ways to Balance Plan |
| Living Your Spending Plan: See Your Perfect Spending Year | + |
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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 | BONUS: Dream Scenarios: Can I Afford This? |
| Spending Plan Courses and Services | + |
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Do you need some support to create and/or receive motivation and accountability to live your Spending Plan? |
| Unit 1 | Additional Training and Support |
| Unit 2 | Spending Plan Courses |
| Unit 3 | Spending Plan Memberships |
| Unit 4 | Spending Plan Services |
| Unit 5 | Kids N' Money: A Parent's Guide |
