Course curriculum

    1. Welcome!

    2. moneyfit.me Tracker Onboarding Quiz

    3. What's Covered?

    4. Privacy

    5. moneyfit.me Tracker Security Documentation

    6. Security with Akahu

    7. Link Bank Accounts (Including Manual Set up)

    8. Edit Bank Accounts (Removing or Adding More Accounts)

    9. Edit Bank Accounts (Adding New Credentials)

    10. Bank Account Overview

    11. Bulk Categorising

    12. Creating Rules

    13. Modifying, Deleting, or Creating New Rules

    14. Splitting Across Categories

    15. Adding Notes

    16. New Uncategorised Transactions

    17. Re-Categorising Transactions

    18. Budget Overview

    19. Spending Breakdown

    20. My Summary

    21. Progress Report

    22. Updating Details

    23. Giving Someone Else Access

    24. Requesting Help

    1. Creating Your First Budget

    2. Basic Financial Concepts

    3. Basic Financial Concepts Quiz

    4. How to Calculate Weekly Expenses from Monthly/Infrequent Payments

    5. Variable Expenses Quiz

    6. Why You Need To Track Spending and Saving Behaviour

    7. Setting a Trial Budget

    8. Reviewing and Adjusting Your Budget

    9. Review and Adjust Your Budget

    10. Locking Your Budget

    11. Exercise: Create Your First Budget in moneyfit.me Tracker

    12. Setting up your Budget

    13. Editing Your Budget

About this course

  • $199.00
  • 37 lessons
  • 0 hours of video content

Discover financial wellbeing - Get moneyfit

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