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The following is “Page 3″ of the No Credit Needed Notebook.
The NCN Notebook is still in ‘alpha’ stage – and I invite you to leave comments for improvements.
Inventory Of Financial Accounts
While my wife and I work together to create our monthly budget, she’s not really involved in the day-to-day management of our retirement, investment, or savings accounts. So, if something were to happen to me, she would need a handy guide to all of our various financial accounts. I created a very simple, very easy-to-use, Inventory Of Financial Accounts.
I update the Inventory three or four times a year. I print copies of the Inventory. I take one copy to work, I put one copy in our filing cabinet, and I give one copy to a trusted friend. If something were to happen to me, my wife could use the Inventory and access our retirement, savings, and investment accounts.
If you are looking for an easy way to keep track of your financial accounts, check out the Inventory Of Financial Accounts.
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Please note – Make sure that you don’t just leave this piece of paper lying around the house. A piece of paper (or a computer file) with bank account numbers and passwords could potentially be misused!
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Why not create this file in excel and use a protected worksheet to hide valuable information such as user/pass? I would hate to have this lying around somewhere in hard copy. You could also put this info on a thumbdrive with a password so as to not lose it. Good organization idea and very important for managing all those different user/pass combinations.