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Financial Management

Master Your Month Finances With A Financial Tracker. 

Created byGreg Henriques
BeginnerUpdated Apr 12, 2025

What You'll Learn

  • check_circleCreate your personal finance tracker
  • check_circleGain a clear and detailed view on how much they spend each month
  • check_circleDiscover their bottom line figure: the amount of money they can save each month
  • check_circleCreate a savings plan for the year and forecast how much money they will be able to accumulate

About This Course

Master Your Month Finances With A Financial Tracker is your step-by-step guide to gaining full control of your monthly finances. In this course, you’ll learn how to build a personalized finance tracker that gives you 100% clarity on where your money goes—including the hidden and invisible costs most people overlook.

By the end of this course, you’ll not only understand your personal bottom line, but also be empowered to make informed financial decisions, reduce unnecessary spending, and plan with confidence. Whether you're just starting your financial journey or looking to level up your money management, this system will help you stay accountable and financially resilient.

Led by Greg Henriques, founder of weGrow Coaching, this course turns financial overwhelm into financial ownership—one month at a time.

Course Content

2 activities • 18 videos • duration: 1h 3m

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Videos-Part118 videos • 1.1 hours
  • videocamINTRO
    Duration 3:57
  • videocam1 - Introducing your finance compass
    Duration 1:52
  • videocam2 - Visibility = Power
    Duration 3:35
  • videocam3 - Adding your expenses
    Duration 0:37
  • videocam4 - Adding your invisible costs
    Duration 2:10
  • videocam5 - Adding your revenues
    Duration 1:10
  • videocam6 - Your bottom line figure
    Duration 2:10
  • videocam7 - Your monthly review process
    Duration 2:12
  • videocamConclusion
    Duration 1:43
  • videocamdemo 1 - expenses
    Duration 2:20
  • videocamdemo 2 - invisible costs
    Duration 2:05
  • videocamdemo 3 - revenues
    Duration 1:06
  • videocamdemo 4 - bottom line figure
    Duration 1:48
  • videocamdemo 5 - monthly reviews
    Duration 3:40
  • videocamdemo 6 - savings plan
    Duration 5:02
  • videocamBonus video: world class tips for setting goals
    Duration 5:22
  • videocamBonus video: Finding your dream job part 1
    Duration 12:20
  • videocamBonus video: Finding your dream job part 2
    Duration 9:52
add
Final Quizz-Part11 quiz

Your Instructor

Greg Henriques

Director of Villa Feria

menu_book7 courses
star2,033 reviews

The common denominator of his story is personal growth and continuous improvement. His journey includes various steps such as professional DJ, 7 marathons, 2 IRONMAN, certifying in NLP, living in the US, Greece, London, Amsterdam and Lisbon. For 12 years he built an exciting career in some of the biggest FMCG companies of the world: Mars Inc, SABMiller, ABInbev and Heineken. In 2016 he finally made the move from corporate to full-time entrepreneur, creating a company called Villa Feria in Portugal.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.4 out of 5
Student's Choice
85 reviews
  • JW
    Janet W.
    starstarstarstarstar

    Nice easy to use tool if we are disciplined enough to be honest!

  • GH
    Greg H.
    starstarstarstarstar

    Covering the fundations and giving practicle solutions!

  • VL
    Valentyna L.
    starstarstarstarstar

    O.K. course. Strong but nothing exciting to give 5 stars.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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