2025 Money with Katie Wealth Planner Tutorial

Описание: 💸 GET THE 2025 MONEY WITH KATIE WEALTH PLANNER: https://www.moneywithkatie.com/wealth...

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Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.

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00:00 Introduction
00:33 Setting up the Dashboard Tab
03:06 Adjusting Income
07:42 Monthly Breakdown
10:49 Monthly Spending
14:32 Generated Summaries
16:16 Savings and Investing Goals
20:59 Debt and Real Estate
23:22 Goals Summaries
23:32 Dashboard Wrap Up
24:47 Net Worth Tab
26:26 Financial Independence Tab
29:29 FI Data
39:50 Real Estate Data
40:56 Monthly Tabs
41:07 Adding Income
41:19 Adding Spending
41:40 Managing Saving and Investing
43:30 Month Overview
44:16 Irregular Expenses
46:07 Year in Review Tab
48:19 Trends & Insights
49:58 Planner Wrap-Up

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