I recently received a replacement card for a lost debit card. This morning, I spent a few minutes, logging into my various online accounts, and updating my debit card information.
I have all of my online accounts listed in a ‘bookmarks’ folder. Using my browser (Firefox), I can open all of the accounts at once, each account in a separate tab. Within ten minutes, I was able access all of my accounts, change the debit card information, check for any irregularities, and log out.
I also use this ‘tabbed’ system when paying bills. I open all of the accounts, check the balances, login to my online checking account, and make payments. In less than five minutes, I can view and pay all of my online bills.
I also have folder for all of my investment accounts. I can open them all at one time, each in its own tab, and in less than five minutes, I can view all of my balances.
This super-simple system allows me to view a ‘snapshot’ of all of my accounts, in less than 15 minutes, at any time.
What about you? How do keep track of all of your accounts? Do you use money-management software? A website? Pen and paper?