This is SO MUCH MORE than just a spreadsheet.
If I just gave you yet another spreadsheet, chances are you'd use it for a couple months and then get tired of it. Instead, I'm going to teach you the 3 step process I've been using for years that will help you manage your expenses while also changing your relationship with your money. You'll learn how to save money effortlessly, enjoy the money you do decide to spend, and find yourself working towards financial goals you never even dreamed were possible. (and yes, of course, a spreadsheet IS still part of it all!)
What if you could start saving money more easily, without feeling like you have to say no to all the fun things in life? It IS possible to learn how to find this balance.
I'm a personal finance educator, and I still track my expenses every month. Let me tell you why.
Maintaining this one habit has been the key to allowing me to achieve financial goals in my 20's that I never would have thought possible. From buying my first home, to building a 12 month emergency fund, to starting a healthy investment portfolio that will easily allow me to reach my retirement goals, using this technique to manage my money fast tracked my life financially. And here's the thing, I did all this while still going out, living life, and enjoying spending money on the things I love. What allowed me to do both? Being crystal clear on what I wanted, understanding what I valued financially, and tracking where my dollars were going each month. This allowed me to make sure I was spending money on the things I valued, rather than spending money on things society told me I *should* buy. Combined, this helped me naturally save money to achieve my financial goals. It's not magic, and it's certainly not luck. It's the right combination of clear goal setting, intentional reflection, and an easy-to-use spreadsheet. I'd love to show you how you can do this too.
What can you expect to learn from the course?
-
Chapter 1: Getting Crystal Clear On Your Goals
The real magic behind tracking your expenses comes from the money mindset and financial goal setting work I take you through in this section. This is where you get crystal clear on your financial goals, and learn what motivates you to make changes to your day-to-day spending behavior.
-
Chapter 2: Learning To Use Your Expense Tracker
In this section you'll learn to use the simple automated expense tracking spreadsheet that I've used for years. This no-fluff spreadsheet will show you what your expense categories are, how much you spend on each category, and what your savings rate is. You'll also learn to rate your expenses so you can start saving money instantly by cutting out expenses you don't get enough value out of. The expense tracker is available as an excel document, a google sheets file, and a printable pdf document to suit your style.
-
Chapter 3: Reflecting On Your Expenses
In this section you'll learn to reflect on your expenses from the past month so you can learn about your own spending patterns, and start to uncover what your financial values are. Paired with the goal setting work we started with, this valuable information will help you naturally start making lasting changes to your spending, so you can start saving money easily and stop feeling bad about the money you do choose to spend!
What students are saying
“I watched it all within a few hours, and started putting my expense tracking into practice the SAME day. The tracker is incredible. I love how easy it is to use, and also love how I can see how much money I spent on unnecessary items to cut out the next month. If you are struggling with your spending habits, and are trying to have a better money mindset, then do not wait to buy this mini course!”
“ I was always scared of facing my bank account and looking at credit card statements, and I always thought that I would have to stop eating out in order to save up. But she explains it in a way that you learn to set goals and prioritize. I'm really thankful for the mindset exercises that help me keep my goals top of mind day to day. ”
“I have been budgeting consistently for 3+ years and I’ve never quite found the right product that worked for me until the expense tracking course! It was so easy to follow along with and Cory's instructions and the videos were so informative! I used this template for budgeting the past two months and it’s made a world of difference! Highly recommend! :) ”
Inside the course
Here's a look at exactly what you'll get as part of the expense tracking course
-
An hour of video lessons teaching you the 3 step expense tracking process to follow each month
-
The expense tracking workbook to lead you through the money mindset, goal setting, and reflection work
-
An excel spreadsheet with automated equations that's available as an excel document or a google sheets file
-
A printable PDF expense tracker if you're someone who prefers writing things by hand rather than using a spreadsheet
-
Membership to the expense tracking community email group to provide you with reminders to track your spending each month, inspiration to keep improving your finances, and money saving tips and tricks
This course will probably pay for itself the first time you use it.
Whether it helps you uncover subscriptions you didn't even know you were still paying for, cut out expenses that you no longer value, or encourages you to bundle fees together for a better rate, tracking your spending will help you start saving money right away.
FAQ
-
What is your return policy?
Let's get this question out of the way to start with, because I know buying digital products online can be scary! My goal is to help you become awesome at managing your money, not to sell you crap on the internet, so I offer a 100% money back guarantee. If you find that the course or product isn't the right fit for you, simply send me an email at [email protected] stating that you'd like to request a refund and my team will make sure you're refunded the full amount, at which time you will be removed from the course. If this happens, I would love it if you could take a moment to provide some constructive feedback about how the course didn't meet your expectations so I can improve either the product or my communication about what to expect from the product. I'm always working on improving to offer people the best possible content and learning experience!
-
Is the spreadsheet easy to use?
The expense tracker is a beautifully simple and easy tool to use! There are only a few columns where you need to input your information, and the automated equations I've built in for you will finish the rest of the spreadsheet for you.
-
What is the community email group?
The key to success with your expense tracking is to be consistent, but I know how hard it can be to remember to implement a new habit into your life! I created the community email group to help you succeed. You'll receive an email once a month that will remind you to schedule in time for your expense tracking. The emails are also full of inspiration and motivation to continue your financial journey, as well as money saving tips and tricks you can easily implement!
-
What if I don't use excel?
The spreadsheet is available in three forms, as an excel document, as a google sheets file, and as a printable pdf file. If you don't use excel on your computer or prefer to keep your tracker online, simply use the google sheets version. If you prefer writing things by hand, then you can use the printable pdf version.
-
How is this different than creating a budget?
Tracking your expenses is different than budgeting. Expense tracking is a much more flexible and natural way to stay in control of your finances, rather than attempting to stick to a restrictive budget. If traditional budgeting has never worked for you, expense tracking is a much more simple system that will help you start to understand and control your own spending habits.
-
Can I add my own expense categories to the spreadsheet?
Yes! The spreadsheet comes pre-loaded with the expense categories that are the most popular, but you can add new categories or re-name the categories to suit your spending.