Master Budget Categorization

Learn practical financial organization skills that help small businesses track expenses more effectively. Our comprehensive program covers real-world categorization methods used by successful Filipino entrepreneurs.

Start Your Learning Journey

What You'll Actually Learn

We focus on practical skills you can use immediately in your business. No theoretical fluff — just proven methods for organizing financial data that actually work in the Philippine market.

Set up expense categories that match your business type
Handle multiple payment methods and currencies
Create monthly reporting systems that save time
Track seasonal patterns in your cash flow
Organize receipts and documentation properly
Prepare data for tax season efficiently

Students working on budget categorization exercises

Three Learning Tracks

Small Business Basics

Perfect for solo entrepreneurs and small teams. Learn to categorize common business expenses and set up simple tracking systems that don't require complex software.

Growing Companies

For businesses with multiple revenue streams. Cover advanced categorization for different departments, project-based tracking, and handling increased transaction volumes.

Multi-Location Operations

Designed for businesses with several locations or franchises. Learn to maintain consistent categorization across sites while tracking location-specific performance.

Meet Your Instructors

Carlos Mendoza

Financial Systems Consultant

Spent eight years helping Philippine SMEs organize their financial data. Carlos worked with over 200 businesses, from small sari-sari stores to mid-size manufacturing companies. He knows what actually works in practice.

Miguel Santos

Former Banking Operations Manager

Miguel handled business account analysis for a major Philippine bank for twelve years. He understands how proper categorization impacts loan applications and business credit assessments.

Rafael Cruz

Small Business Technology Specialist

Rafael helps businesses implement digital financial tracking systems. He focuses on solutions that work reliably without requiring expensive software or complicated setups.

Eduardo Reyes

Tax Preparation Specialist

Eduardo has prepared tax returns for Philippine businesses for fifteen years. He teaches categorization methods that make annual filing smoother and help identify legitimate deductions.

Program Structure & Timeline

The program runs for twelve weeks with two sessions per week. Each session lasts ninety minutes and includes hands-on practice with real business scenarios. You'll work with sample data from actual Philippine businesses (anonymized for privacy).

We start with basic concepts and gradually introduce more complex categorization challenges. By week six, you'll handle multi-currency transactions, seasonal adjustments, and inventory-related expenses.

Weeks 1-2

Foundation concepts and basic expense categories for small businesses
Weeks 3-4

Revenue categorization and handling multiple income streams
Weeks 5-6

Advanced tracking for inventory, assets, and depreciation
Weeks 7-8

Multi-location tracking and departmental breakdowns
Weeks 9-10

Digital tools integration and automation basics
Weeks 11-12

Final project using your own business data