Foundations

Budget Basics

Take control of your money

5 lessons

4 tools

1-2 weeks

beginner

About this path

Learn the fundamentals of budgeting and start managing your money with confidence. This path will help you understand where your money goes and how to make it work for you.

Path Steps

Understand Your Paycheck

LessonRequired

Learn what all those deductions mean

Decode Your Paycheck

ToolRequired

See exactly where your paycheck money goes

Income Understood

You know exactly what you earn and take home

What Is a Budget?

LessonRequired

Learn the basics of budgeting and why it matters

The 50/30/20 Rule

LessonRequired

A simple framework for dividing your income

Create Your Budget

ToolRequired

Build your first monthly budget

First Budget Created

You have a working budget for the month

Tracking Your Expenses

Lesson

Learn how to monitor where your money goes

Set Up Bill Calendar

ToolRequired

Never miss a payment again

Setting Financial Goals

Lesson

Learn to set and achieve money goals

Create a Savings Goal

Tool

Start saving for something that matters to you

System Set Up

Bills tracked and first savings goal created

What you'll achieve

Understand your income and expenses
Create a budget that works for your life
Know the 50/30/20 rule
Track your spending effectively
Set up bill payments and avoid late fees

Milestones

1
Income Understood
You know exactly what you earn and take home
2
First Budget Created
You have a working budget for the month
3
System Set Up
Bills tracked and first savings goal created