The Complete Personal Finance Course
Learn how to easily Record your Expenses, Determine your Budget, Follow up and Monitor Expenses, and Set a Plan.
For analyzing your expenses, I prepared a source file using Microsoft Power BI software, which is a free one, and also I explained how to use an expenses management app called TOSHL finance.
Using Power BI is necessary, but regarding TOSHL you can use other apps or excel, then modify the data based on the template.
All resources provided by this course are unique, which I prepared for this course only, and I welcome any suggestions from Power BI Experts or from users asking for features.
The most important thing other than attending this course, is the have a dedication to record your expenses, which take few minutes only per day.
If you have any inquiries, you can send them in the Q/A section, or send message to me.
مالذي ستتعلمه
Be Able To Determine Your Budget
Follow Up and Monitor Your Expenses
Put an Expenses Plan for Next 12 Months
الفئة المستهدفة
Anyone
متطلبات الدورة
Basic Computer Skills
مدرب الدورة
saad almeri
M.Sc, PMP
Civil Engineer specialized in Cost and Planning, working in Sweden in a multibillion metro project. Holds a master’s in project management from Chalmers University of Technology in Sweden, and PMP Certified from PMI, USA.
Areas of expertise are cost estimating, control and monitoring projects, scheduling, budgeting and project controls.
For more info, you can check my profile in Linkedin.
محتويات الدورة
Introduction | |||
Introduction | 00:04:42 | ||
The outline of the course What you will be able to do after finishing it What You Need | |||
Prepare Required Applications | |||
Setup TOSHL – Part 1 | 00:01:59 | ||
What is TOSHL Why We Chose it | |||
Setup TOSHL – Part 2 | 00:06:35 | ||
Setup TOSHL Account for the first time Learn how to add expenses, incomes, and edit categories | |||
Prepare Excel Template | 00:01:33 | ||
Record expenses with Excel if you don't have TOSHL Prepare expenses and put them in template | |||
Final Result for Data | 00:00:32 | ||
The result you get after adding expenses | |||
Setup Power BI and Download Source File | 00:01:27 | ||
Download Power BI Download the Source file I prepared | |||
Export Expenses and link it to Power BI | 00:01:22 | ||
Export Expenses from TOSHL (or Excel) Link Exported file to Power BI | |||
Run Power BI and fix Paths | 00:03:57 | ||
Run Power BI Fix Resource File Paths | |||
Working with Power BI | |||
Determine your Budget | 00:02:48 | ||
How to Estimate Expenses on monthly and annually basis Change the Budget sheet in the database file | |||
Analyze Data on Power Bi – Part 1 | 00:08:46 | ||
Analyze Monthly Report Analyze Annual Report Analyze Overall Report | |||
Analyze Data on Power Bi – Part 2 | 00:07:19 | ||
Analyze Expenses by Category Analyze Incomes Analyze Expenses Average View Budget Pie Chart | |||
Set A Plan | 00:03:59 | ||
Calculate Average Saving Edit Plan Sheet |
Good
Good course
Very good
Very good
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