Stop Wondering Where Your Paycheck Goes

Hands-on workshops where you build your own financial tracking dashboard. See every dollar, automate your savings, and finally understand why the 28th always feels tight.

Track Every Dollar

Build a personal dashboard that shows exactly where your money flows

Automate Savings

Set up transfers that happen before you can spend the money

Hands-On Learning

You leave with a working system, not just theory or advice

Join Our Next Workshop

Limited spots available for young professionals in their first five career years

What You Actually Build

These workshops are not about investment strategies or financial advice. You build practical tracking systems using spreadsheets and simple automation tools.

Income & Expense Dashboard

A visual breakdown of where every dollar from your paycheck actually goes. Categories customized to your real spending patterns.

Monthly Cash Flow Calendar

Map when bills hit versus when you get paid. Stop the guessing game about whether you can afford something this week.

Automated Savings Transfers

Set up rules that move money to savings accounts the day your paycheck arrives, before discretionary spending begins.

Spending Alert System

Notifications when you approach category limits. Simple early warnings that help you adjust before overspending.

Subscription Tracker

List every recurring charge with renewal dates. Identify subscriptions you forgot about or no longer use.

Category Spending Analysis

Compare what you planned to spend versus actual spending. Patterns become visible when you track consistently.

Who These Workshops Serve

Designed specifically for Canadian professionals in their first five years of career. You have income now, but tracking it feels overwhelming or gets forgotten by mid-month.

  • Recent graduates starting first full-time positions
  • Career changers adjusting to new income levels
  • Young professionals tired of paycheck-to-paycheck cycles
  • Anyone who wants visibility into their spending patterns
  • People who tried budgeting apps but want more control

Note: We do not provide investment advice, tax guidance, or financial planning services. These are practical tracking workshops only.

Young professional reviewing financial dashboard on laptop
Workshop instructor helping participant set up tracking system

How the Workshop Works

Three-hour hands-on session where you bring your laptop and actual financial information. You leave with a working system, not homework to complete later.

1

Setup Phase

Create your tracking spreadsheet structure and connect it to your accounts or import recent statements

2

Categorization

Define spending categories that match your actual life, not generic budget templates

3

Automation Setup

Configure automatic transfers and alerts so the system maintains itself with minimal effort

4

Testing & Practice

Run through scenarios and ensure you understand how to update and maintain your dashboard

What You Need to Bring

Come prepared with these items to make the most of your workshop time

Your Laptop

Mac or PC with spreadsheet software installed

Recent Statements

Two to three months of bank and credit card statements

Pay Stubs

Recent pay information showing net income

Subscription List

Known recurring charges and their amounts

Account Access

Login credentials for online banking if needed

Your Questions

Specific tracking challenges you want to solve

Ready to See Where Your Money Goes?

Workshops run monthly in Montreal. Small group sizes ensure individual attention as you build your tracking system.

Register for Next Workshop
Clean financial dashboard showing organized expense tracking

Common Questions

Do I need financial knowledge to attend?

No prior financial knowledge required. If you can open a spreadsheet and use basic formulas, you can build these tracking systems. We explain everything step by step.

Is this investment or tax advice?

No. These workshops teach tracking and visibility only. We do not provide investment recommendations, tax guidance, or financial planning services.

What software do you use?

We primarily use spreadsheet software that you already have. Some participants choose to integrate with budgeting apps afterward, but the core system works in Excel or Google Sheets.

How long until I see results?

Your dashboard is functional by the end of the workshop. Real insights come after tracking for a full month, when spending patterns become visible.

Can I bring a partner or friend?

Yes, each person needs their own laptop and registration. Couples often attend together to build a shared household tracking system.

What if I miss something during the workshop?

You receive reference materials and can email questions afterward. The systems are designed to be simple enough to modify on your own once you understand the structure.

More questions about the workshop format or content?

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