The MTM Network is presented by…

The MTM Institute

We believe business education should be easily accessible to anyone and everyone. We offer courses, groups, and a business network. Plus events, business insights, and more – free. For those who donate monthly, there are added benefits such as advanced courses, exclusive groups, and more.

Monday’s Budget & Build: Bookkeeping Co-Working Hour brought members together across Hemispheres to practice real-world money management skills by building a budget. This session focused on creating a simple, mobile-friendly budget tracker to work as a lightweight transaction register for personal or project finances.

Hosted and sponsored by MTM Equities‘ Vice President and serial entrepreneur, @RogeraMTM, this one-hour workshop blended mentorship with practical action. Members walked away with:

• A custom and ready-to-use budget template
• Next steps to track income and expenses on the go
• The expert tips listed below from mentor, philanthropist and brand technology strategist, @RogeraMTM

With straightforward and repeatable steps, the session showed how simple changes can create lasting financial clarity.

The Foundation For Money Tracking with Notion

Members learned to create a lightweight register using the money management app of their choice with pen and paper also being an option. Notion and the iPhone Notes app were chosen so no complex or paid software required. Members were able to install Notion, log in, and set up their budgeting tableA database table can be thought of as consisting of rows and columns. Each row in a table represents a set of related data, and every row in the table has the same structure. ~Wikipedia More while on Zoom or they already had their own note-taking app.

Simple record-keeping is the foundation for a successful money management plan. Any basic contact management system helps:

• Capture every lead and collaboration opportunity.
• Build stronger relationships through timely, personalized outreach.
• Free up brainpower for strategy, not spreadsheets or dataThe term Data as defined in business. More entry.
• Helps business owners and event professionals connect, log meaningful details, and follow up—key elements for building trust and driving conversions in both sales and volunteer engagement.

A useful, custom contact system also:

• Makes lead capture easier
• Free up time and reduces stress
• Works seamlessly with what’s working now while leaving room to grow.
• Can take months or years to set up

So, our members learned:

1. Which software to use when getting started with contact management, including integration options, features, and pricing
2. How to being organizing a usable contact system regardless of the platform
3. Best practices for time management
4. Insights into managing teams + real estate
5. Contact management terms such as dataThe term Data as defined in business. More, databaseA database record represents a single, structured collection of data in a table. More, and field.

Fall 2025 Money Management Skills Building

1. Next Week: Receipt Filing System Workshop
   • Track expenses (meals, transportation, supplies)
   • Automate weekly summaries
2. Following Week: Weekly Expense Tracking
   • Use tags & filters to visualize spending and automate reporting

Connect for Free

Consider this your sign to tackle those lingering money management annoyances. Research shows entrepreneurs are 65% more likely to achieve goals with accountability (Matthews, 2015) and even light coworking improves follow-through, reduces isolation, and builds strong habits over time (Spinuzzi, 2012; Weijs-Perrée et al., 2019).

🗓️ Mondays at 12:30 PM EST: A free, virtual coworking hour hosted by The MTM Network.

📣 Come. Connect. Collab. RSVP for the next Budget & Build: Bookkeeping Co-Working Hour to:

• 🙋 Customize a contact tableA database table can be thought of as consisting of rows and columns. Each row in a table represents a set of related data, and every row in the table has the same structure. ~Wikipedia More with fields: Name, Date, Website, Internet Rate, etc.
• 📝 Track notes like personal impressions (“prompt,” “poor quality”).
• 🧾 Reconcile income and expenses
• 💬 Ask questions or build quietly
• 📊 Drop in anytime and use any system: Google Sheets, QuickBooks, Airtable, Notion, or pen + paper

There’s no agenda, no pressure—just time to focus, room to learn, and a supportive network of members building with you.

Free to attend

Budget and Build

Connect with #MTMNmoney – You know your numbers matter, this is your space to tackle them.

Stay connected on Facebook, LinkedIn, and Meetup for weekly #MTMNmoney management tips and vibrant community support.