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Author: NaggingFool Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 37076  
Subject: Re: financial organization tips? Date: 11/22/2004 11:32 AM
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Keep a master list of accounts

If you're not afraid of it being stolen keep it in your planner or PDA.
Otherwise keep it in your desk or in a database in your computer. In any case let your loved ones know where to find it.

On it put:
Company Name
Account Number
Opening Date

I usually add:
Phone number to contact company
A checkmark when I've requested they not share my name
Online username & password

If you include the due dates you can use this as a list to make sure you've gotten all the bills you're supposed to. You can also use this list to make sure you've gotten all of your address changes when you move. And you can have it on hand when you're checking your credit report.

At a bare minimum this list should contain all of your obligations (credit cards, student loans, mortgage). I use it for any financial account, including bank accounts, insurance companies and the like.

Similarly, keep a master list of your addresses. Every once and a while you need to know a list of all of you past addresses.

- Megan






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