Inventory Of Financial Accounts – No Credit Needed Notebook Pg 3

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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.

Click here to download page 3 in the format of your choice -

Inventory of Financial Accounts – Page 3 – OpenOffice Version

Inventory of Financial Accounts – Page 3 – Microsoft Office Version

Click here to see an image of page 3 -

p3ncnnote.png

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!

Click here to view and download the entire No Credit Needed Notebook.


NCN

http://www.ncnblog.com

No Credit Needed is a personal finance blog about debt reduction, saving money, and simple living. Thank you for visiting the site and please consider subscribing to No Credit Needed by Email. Have a blessed day!

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6 thoughts on “Inventory Of Financial Accounts – No Credit Needed Notebook Pg 3
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  4. thomas

    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.

     
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