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This course teaches you to develop a budgeting worksheet that can be used the entire year. It is important that you know what is coming in and going out of your bank account(s) from the biggest items to the smallest. An annual budget helps you plan how you will get out of debt, develop a plan to save and plan for those fun things in your life. By the end of this course, you will be able to create your own budget worksheet (or use the template provided) to budget for 12+ months...and know the anticipated time needed to achieve the goals you have set for your life.
There are a few pre-requisite items I would encourage you to gather for this course:
- A copy of your bank statement (details) or your bills - this will give you the due dates or the dates you usually pay them;
- A list of your debts and remaining balances - credit card statements, creditor letters or other information you need to get the balance, due dates and minimum payments; and
- Identify/Gather any item that is an auto-draft or batch pay item.
Dana LaRieal Morales
Organization, Project Management and Process Improvement Queen
About the instructor
I am an unapologetic Christian, daughter, wife, mother, volunteer, employee and business owner. I understand the frustrations and complications a busy life can bring and work with Clients to develop organic systems built off of what you are naturally doing.
I have been planning and organizing for a corporate law firm for over 15 years and now I am bringing that knowledge and those skills to you!
I'm a great listener and love to help people, so let me show you how to organize your life, so you can focus on being happy!
Dana LaRieal Morales, PMP