The Complete Personal Finance Course
Learn how to easily Record your Expenses, Determine your Budget, Follow up and Monitor Expenses, and Set a Plan.
- Description
- Curriculum
- FAQ
- Reviews
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.
Prepare Required Applications
Working with Power BI
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2
Setup TOSHL - Part 1- What is TOSHL
- Why We Chose it
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3
Setup TOSHL - Part 2
- Setup TOSHL Account for the first time
- Learn how to add expenses, incomes, and edit categories
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4
Prepare Excel Template
- Record expenses with Excel if you don't have TOSHL
- Prepare expenses and put them in template
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5
Final Result for Data
- The result you get after adding expenses
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6
Setup Power BI and Download Source File
- Download Power BI
- Download the Source file I prepared
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7
Export Expenses and link it to Power BI
- Export Expenses from TOSHL (or Excel)
- Link Exported file to Power BI
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8
Run Power BI and fix Paths
- Run Power BI
- Fix Resource File Paths
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
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!
Stars 5
90
Stars 4
92
Stars 3
96
Stars 2
25
Stars 1
23
Course details
Video
1 hours
Full lifetime access
Access on mobile and TV
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