Expense Tracking Mastery Program
Learn practical skills from finance professionals who've managed everything from personal budgets to small business accounting. This twelve-month program starts October 2025 and covers real-world tracking methods you can apply immediately.
Enquire About Enrolment
Meet Your Instructors
Four specialists with combined experience spanning over 50 years in personal finance, business accounting, and expense management systems.
Finnian O'Driscoll
Lead Program Coordinator
Managed accounting for 78 small businesses across Brisbane since 2012. Specialises in practical tracking systems.
Svetlana Kowalski
Budgeting Systems Specialist
Built custom tracking frameworks for over 200 households. Focuses on sustainable financial habits that actually stick.
Darragh Hennessy
Tax Compliance Advisor
Helped clients recover an average of $4,200 in deductions through proper expense documentation techniques.
Ingrid Bjornsen
Digital Tools Instructor
Teaches software integration and automation. Reduced manual entry time by 72% for program participants in 2024.
What You'll Actually Learn
No theory for the sake of it. Each module builds on practical exercises that mirror real expense tracking scenarios. You'll work with actual transaction data and build systems you can use from day one.
Foundation Tracking
Set up your core system using methods that take less than 15 minutes per week to maintain.
- Category structures that match real spending
- Receipt management without filing cabinets
- Weekly reconciliation routines
Pattern Recognition
Learn to spot where money actually goes. Most people are surprised by what the data shows them.
- Monthly spending analysis techniques
- Identifying unnecessary recurring charges
- Seasonal expense planning
Tax-Ready Documentation
Build records that make tax time straightforward instead of stressful.
- ATO-compliant record keeping
- Deduction tracking throughout the year
- Digital storage best practices
Software Integration
Connect your bank accounts and automate data entry where it makes sense.
- Bank feed configuration
- Transaction categorisation rules
- Security and backup protocols
Business Expense Management
For freelancers and small business owners who need separation between personal and work finances.
- GST tracking requirements
- Client expense reimbursement
- Profit margin monitoring
Long-Term Strategy
Build habits that keep working after the program ends.
- Annual financial reviews
- Goal tracking integration
- System maintenance schedules
156
Hours of instruction
12
Months of support
24
Practical exercises
Skills You'll Walk Away With
- Ability to track every dollar without spending hours each week on spreadsheets
- Confidence to spot financial leaks before they become significant problems
- Understanding of which expenses are tax deductible and how to document them properly
- Knowledge of software tools that can reduce manual data entry by more than half
- Capability to generate useful financial reports that inform better spending decisions
- Systems that scale from personal use to small business requirements
Past participants have reported average time savings of 4.5 hours per month on financial administration after completing the program. Results depend on current system complexity and implementation effort.
Ready to Get Started?
The next cohort begins October 2025 with limited spots available. Classes run Tuesday and Thursday evenings at our Broadbeach location.
We also offer weekend intensive options for those who can't make weeknight sessions.