3.5 out of 5
3.5
37 reviews on Udemy

Personal and family budget management

A guide to manage your personal and family budget effectively while eliminating debt and starting a savings.
Instructor:
Daniel Moran
262 students enrolled
English [Auto]
Develop a basic personal/family finance framework and apply it to your day-to-day life.
Identify different types of income and expenses and organize this information in a structured and effective way.
Analyze your incomes and expenses to identify potential financial difficulties in advance.
Set attainable financial goals and break them down to measurable milestones.
Learn advanced google spreadsheets usage.

In this course you will learn how to track and control your personal/family spendings to be able to enjoy life and save money. Together we will create a transparent month-by-month personal/family financial plan for you to follow. By the end of the course you will set your financial goals (e.g., buy a house 5 years from now, save $1m for retirement) broken down into measurable and achievable milestones.

Section #1 to #3 will introduce the basic concepts regarding personal and family finance, how to use google spreadsheets to manage your finances and how to discuss your financial situation with the family and identify your financial habits.

Sections #4 and #5 will show you how to set realistic goals, plan your basic budget accordingly and balance your income and expenses.

Section #6 will offer you ways to travel and have fun while saving.

Section #7 will advise how to bring up financial matters to your family members and close friends and find out about potential next steps.

This is a “living” course, I instructed it as a workshop several times and elaborated according to what participants requested. If you find I went through a subject to fast, please say and I will record an explanation.

During the course and a year after I will revise your progress and comment on your financial plan and goals.

To introduce myself, my name is Daniel Moran, I am a business and personal finance consultant. I have been working in this field since 2011. Along the way I have consulted dozens of families managing their budget, paying back debts, taking a mortgage and other financial issues. Every Monday I start the week with reviewing my family’s finances.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
3.5
3.5 out of 5
37 Ratings

Detailed Rating

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Includes

2 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion

Archive

Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 5.00 pm
Saturday Closed
Sunday Closed