Free
Every Dollar's Job
A 9-module self-guided course that guides you through zero-based budgeting principles and practices. Learn how to use our app's automation tools to create and maintain a budget you can actually stick with.
9 Modules
20 Lessons
10-15 minutes per module
Start Course
Course Content
Module 1: Preparation - What Information to Gather
6 Lessons
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Why Preparation Matters 5 mins
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Take-Home Pay 7 mins
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Fixed Expenses 7 mins
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Variable Costs 7 mins
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Debts, Including Interest 7 mins
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Preparation Checklist 5 mins
Module 2: Generate Demo Data & Introduction
3 Lessons
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Why a Budget Matters 5 mins
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Generate Demo Data 7 mins
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Your App's Edge 5 mins
Module 3: Gather & Clean Your Data
3 Lessons
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Import CSV Statements 10 mins
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Set Opening Balances 8 mins
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Basic TagMatcher Rules 10 mins
Module 4: Build Your First Zero-Based Budget
1 Lesson
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Create Your First Budget 12 mins
Module 5: Fine-Tune with TagMatcher
1 Lesson
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Advanced TagMatcher Rules 15 mins
Module 6: Add Planned Transactions & Goals
2 Lessons
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Scheduled Transactions 10 mins
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Budgeting for Savings 8 mins
Module 7: Track & Review Daily
1 Lesson
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Daily Tracking 10 mins
Module 8: Insights Dashboard & Analysis
1 Lesson
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Insights Dashboard 12 mins
Module 9: Review, Refine & Sustain
2 Lessons
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Statement Reconciliation 10 mins
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Sustaining Your Budget 8 mins