Structured paths for mastering budget automation
Each program is built around practical scenarios - real spreadsheets, real workflows, and instructor feedback that fits your pace. Group sessions or private lessons, the choice is yours.
Budget Automation Foundations
A practical course on setting up automated budgeting systems using spreadsheets, banking APIs, and tools like YNAB or Notion - without relying on willpower to track every transaction manually.
Advanced Budget Automation Systems
For people who already have basic budgeting in place and want to automate forecasting, multi-account reconciliation, and reporting across business and personal finances.
Group sessions keep the cost manageable
Shared cohorts mean shared costs - without cutting the live interaction. You ask questions, instructors answer in real time, and the group dynamic often surfaces problems you hadn't thought to raise.
Private lessons are available when you need focused attention on a specific workflow or tool. Both formats use the same curriculum, so switching is straightforward.
How a typical program is structured
Each program follows a consistent sequence - so you always know where you are and what comes next.
A short intake conversation to map your current tools, spreadsheet habits, and specific gaps before the first lesson.
Live sessions covering formula logic, automation triggers, and budget model design - each module ends with a hands-on task.
You build or adapt a real budget template from your own context. Instructor reviews it and returns annotated feedback within 48 hours.
A closing group or one-on-one call to address edge cases, consolidate what worked, and set a realistic maintenance routine.
