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  • calendar Image 6-12 Months
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Description

This course introduces computer-based money management. Money management capabilities including transactions, transferring funds, banking online, and reporting are covered. Finally, the learner is guided through budgets, investments, and tax preparation capabilities.

Learning Objectives
  • Match types of money management software with their features.
  • Match accounts in personal finance software with their functions.
  • Identify features of categories in personal finance software.
  • Identify features of account transactions in personal finance software.
  • Identify features of scheduled transactions in personal finance software.
  • Sequence the steps to transfer funds between accounts in personal finance software.
  • Identify features of online banking in personal finance software.
  • Match personal finance reports with their functions.
  • Identify tax preparation capabilities in personal finance software.
  • Identify investment capabilities in personal finance software.
  • Identify budgeting capabilities in personal finance software.
  • Identify financial planning capabilities in personal finance software.
  • Audience

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