February Zoom - How to BUDGET

How to set up a personal budget and how to use a Happy Planner dashboard layout as a budget planner.

We will be talking about how to BUDGET!

How to create a personal budget. How to use the dashboard layout Happy Planner as a budget planner. Tips for budgeting and saving.

This is a class and a casual and fun group planner meetup where we will meet and greet, talk planners and share what we have going on. It will last 1-2 hours. The first part will be a recorded class on the topic of the month, which will be saved for replay. The second part will be a fun private group planner meetup, which will not be recorded.

Meetups will be held via Zoom, so please be sure to update your app and get your Zoom going in advance of the meeting so that when it's time, you will be ready to go. Participating in the discussion and joining the video portion is completely optional, for my fellow introverts out there! The class portion of the video will be recorded and saved and you will have access to re-watch.


Your Instructor


Katie Shea
Katie Shea

Katie Shea is a creative planner with over 20 years of corporate experience as a professional administrator for busy executives in multiple industries. She is the founder of The Planner School and The Planner Channel (YouTube) where she combines a decorative approach with functional planning and shares productivity education along with relevant product tutorials and review videos. Katie lives in beautiful sunny Southwest Florida with her son and fiance. She is also a former hunter/jumper equestrian instructor and trainer.


Course Curriculum


  February Zoom Planner Meetup
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course will be recorded live on Zoom on the scheduled date and time, and a replay of the class portion will be saved for you to re-watch.
How long do I have access to the course?
If you purchase a ticket, after enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own. If you are a HALL PASS Member, you have unlimited access as long as your Hall Pass is active.
How to I access the Zoom?
Once you enroll, go to the class and all of the details to join the Zoom will be listed.

Get started now!