Course Overview

The Budgeting Basics course provides step-by-step guidance on creating your own personal budget.

Building a budget is a critical first step in understanding your finances including monitoring your income, expenses, and financial goals.

With a smart and easy-to-follow budget, you can reach any goal including reducing/eliminating your debt, increasing your savings, affording new purchases, and improving your overall lifestyle.

In this course, you will learn:

  • How to track and organize income and expenses
  • Identify needs vs. wants
  • Keys to a successful budget
  • Budget busters to avoid


This course also includes the following helpful materials:

  • Budget Basics Handout Form- Creating a Budget
  • Recommended Budget Percentages

Please Note:

You’ll have one quiz to assess your understanding of the material. Upon completion of this course, you will receive a certificate of completion showing that you have increased your proficiency in budgeting basics.

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Budgeting Basics