بإمكانك الآن تحقيق أرباح عند ترويجك لكورسات كورس سيت .. للمزيد
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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

 المدرب سعد المرعي كورس سيت courseset com

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.

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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

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دورة The Complete Personal Finance Course كورس سيت courseset com
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