Beginner Guide to Creating Your Personal Finance Tracker

Greg Henriques, Discover l Achieve l Live

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17 Videos (41m)
    • Course presentation

      3:57
    • 2 Visibility = Power

      3:35
    • 1 Introducing your finance compass

      1:52
    • 3 Adding your expenses

      0:37
    • 4 Adding your invisible costs

      2:10
    • 5 Adding your revenues

      1:10
    • 6 Your bottom line figure

      2:10
    • 7 Your monthly review process

      2:12
    • Conclusion

      1:43
    • By the way...

      0:37
    • Demo 1 expenses

      2:20
    • Demo 2 invisible costs

      2:05
    • Demo 3 revenues

      1:06
    • Demo 4 bottom line figure

      1:48
    • Demo 5 monthly reviews

      3:40
    • Demo 6 savings plan

      5:02
    • Bonus: World Class tips for Goal Setting

      5:21

About This Class

Gain control over your finances and save money!

Gain access to your own individual copy of your "Finance Compass" financial tracker and learn how use it best!

This course is a step by step guide to create your personal finance tracker. By the end of this course, you will have created a powerful tool to manage your finances each month, which will provide you 100% clarity on how much you spent, including the invisible costs that most people don’t consider, and will also enable you to know what your bottom line figure is: the range of money you have the opportunity to save each month!

By registering to this training you will get your individual copy of the personal finance tracker called the “Life Compass” and the videos will guide you on how to use it. It makes it simple, easy, and straightforward for you.

In addition to your own downloadable version of the Finance Compass, which is a powerful financial tracker, this course incudes 2 sets of videos:

  • A first set of videos introducing the fundamental principles of successful financial management
  • A second set of videos that are recordings from the Finance Compass to help you understand how to use it. An interactive manual!

15 of 16 students recommendSee All

I found the excel document and the demo portions of the lesson to be very informative. The rest are pretty self-explanatory, but nonetheless, the speaker accomplishes teaching you and guiding you through a personal finance tracker
Nice tool and good explanations.
Great overall, but I would recommend adding the units to the numbers. Like instead of putting 200, format the numbers into currency, so 200=$200. Thank You!

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Greg Henriques

Discover l Achieve l Live

The common denominator of my story is personal growth and continuous improvement, my journey includes various steps such as professional DJ, 7 marathons, 2 IRONMAN, certifying in NLP, living in the US, Greece, London and then Amsterdam.

For 12 years I built an exciting career in some of the biggest FMCG companies of the world: Mars Inc, SABMiller, ABInbev and Heineken. 

In 2016 I finally made the move from corporate to full-time entre...

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