Master Your Cash Flow

Course details

Whether you're dealing with an individual budget, a family budget, or a business budget, this course offers tips that can help you fix common budget problems and master your cash flow—all in only 25 minutes per week. Get step-by-step instructions on how to use a simple cash flow tracker to get a panoramic view of your finances. Learn how to efficiently review bank statements to spot trends, insights, and irregularities. Plus, discover how to forecast future cash flow hurdles so you can resolve them months in advance.
This course was created by WealthFit. We are pleased to host this content in our library.

Concepts

0. Introduction

01 - Excel by mastering your cash flow
02 - Disclaimers to heed before moving forward
03 - What you can learn in this course

1. Flow of Thought

04 - The outcome of your financial life depends on your flow of thought
05 - Five steps to take to improve your thinking about finances

2. Learning to See

06 - Gain a fighter pilot's perspective to excel
07 - The power of the cash flow tracker
08 - Using a cash flow tracker to excel

3. Learning from the Past

09 - Looking at your past spending behaviors
10 - Reviewing your previous bank statements
11 - Adding transactions for further adaptability

4. Forecasting Your Future

12 - What to do when it comes to forecasting your financial future
13 - Filling out the fields required to plan for the future
14 - Adjusting other categories to fit proper arrangements

5. Getting Control of the Present

15 - Excel by planning for the future
16 - Time management in order to achieve your best outcome

6. Breaking Down Loan Amortization

17 - How you can most effectively act on loan amortization
18 - Loan amortization as it pertains to getting an upper hand
19 - Starting with the lowest balances

Conclusion

20 - Next steps