Dec 22 2007
Posted by NCN as NCN Notebook |
Please click here for detailed information about the No Credit Needed Notebook.
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 -
Open Office Writer Document Page 3
Microsoft Word Document Page 3
Click here to see an image of page 3 -
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!
Please click here for more information about the No Credit Needed Notebook.
5 Responses
Carnival of Personal Finance #133 - Last of 2007 Edition
December 31st, 2007 at 6:28 am
1[...] offers up page 3 of his notebook. This page of the notebook is for creating an inventory of your accounts. Make sure to lock this [...]
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March 13th, 2008 at 10:55 am
2[...] Third, I’ll update my Inventory of Financial Accounts. [...]
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May 5th, 2008 at 12:27 pm
3[...] News by NCN for Notebook Review Inventory Of Financial Accounts - No Credit Needed Notebook Pg 3 News [...]
Updating My Will And Purchasing More Insurance by No Credit Needed
July 24th, 2008 at 8:38 pm
4[...] insurance policies. Tomorrow, I’ll put a copy of our new wills in the same place. And, I updated our list of accounts. (I update this list two or three times a year, so that my wife will have easy access to our [...]
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October 14th, 2008 at 8:52 am
5[...] Inventory of Financial Accounts - This is my way of consolidating all account information in one place. [...]
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