Hands-On Learning That Sticks
We believe the best way to learn budget categorization is by working with real financial scenarios. Our workshops use case studies from actual small businesses and personal finance situations.
- Work through authentic expense reports from various industries
- Practice categorizing tricky expenses that don't fit standard templates
- Build custom category structures for different financial goals
- Learn when to split categories and when to combine them
- Master the quarterly category review process
Our next intensive workshop series begins in August 2025. Classes run for six weeks with both online sessions and practical assignments.