Personal Finance Management Course Using Free Software

This course teaches how to take full control of your personal finances using a professional desktop financial management system.

You will learn budgeting techniques, expense tracking, bank reconciliation, financial analysis, and mobile integration using the free software available on this website.

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Udemy Courses Available in Multiple Languages

Course (English) Cours (Français) Corso (Italiano) Curso (Português)

Complete Course Curriculum

Explore all lessons of the personal finance management course.

Section 1 – Starting Your Journey

Lecture 1 – Initial Parameterization

Lecture 2 – Managing Expense Categories

Lecture 3 – Managing Bank Accounts

Lecture 4 – Smart Budgeting Made Easy

Lecture 5 – Automatically Create and Adjust Monthly Budgets

Lecture 6 – Recording Expenses and Bank Transactions

Lecture 7 – Visualizing Monthly Spending Trends Up to Today’s Date

Lecture 8 – Visualize Expenses Until Today: Smarter Financial Tracking

Lecture 9 – Visualizing Your Spending: Seeing Where Your Money Goes

Lecture 10 – Discovering Your Spending Patterns: How Small Habits Add Up

Lecture 11 – How to Use Programmed Expenses to Smooth Out Big Payments and Stay on Budget

Lecture 12 – Record of Scheduled and Deferred Expenses

Lecture 13 – Monthly Projection of Recurring and Amortized Payments

Lecture 14 – Gain Precision and Control Over Every Dollar

Lecture 15 – Record Sub-Expenses

Lecture 16 – Smart Budgeting with Projects: Track Income and Expenses with Purpose

Lecture 17 – Managing Projects

Lecture 18 – Income Diversification Analysis with Visual Reports

Lecture 19 – Setting Expense Alerts

Lecture 20 – How to Verify and Reconcile Your Bank Account Using the Software

Lecture 21 – Conciliating Bank Accounts

Lecture 22 – Easily Allocate Parts of a Bank Transaction to Different Expenses

Lecture 23 – Save with Purpose: Monthly Control of Your Financial Health

Lecture 24 – Financial Health Index Mastery: Know Where You Stand

Lecture 25 – Early Warning Feature to Monitor Spending Pace

Lecture 26 – Setting Commitments and Strategy

Section 4 – API Rest and Mobile App

Lecture 27 – Rest API Configuration

Lecture 28 – Mobile App Installation

Lecture 29 – Mobile App Not Connecting? Fix Timeout Problems

Lecture 30 – Recording of Expenses and Bank Transactions in the Mobile App

Lecture 31 – Visualizing Charts in the Value Manager App

Lecture 32 – How to Use Self Loans to Smooth Out Cash Flow and Complete Your Month

Lecture 33 – Managing Budget Shortfalls with Self Loans: Step by Step

Lecture 34 – Generate Backup of the SQLite Database

Start Managing Your Finances with Precision

Download the software and begin building financial clarity and discipline today.

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Contact & Support

This software was developed by an independent investor and software developer with the goal of providing a powerful personal finances management tool that remains free and accessible to all.

If you have questions, suggestions, or feedback about the software, feel free to get in touch. User feedback is carefully reviewed and considered when implementing future improvements and new features.

Email: valueinvestingsoftware@gmail.com

For developers, companies, or individuals interested in building on top of this project, the complete source code of the software is available for purchase.

Constructive feedback, ideas for improvements, and collaboration proposals are always welcome.