Today, I’ll be taking some time to backup my financial files.
First, I’ll organize my ‘personal finance’ folder on my computer.
Second, I’ll visit my online accounts and download available account histories.
Third, I’ll update my Inventory of Financial Accounts.
Fourth, I’ll print our three copies of the Inventory, storing one at home, one at work, and one with a trusted friend.
Fifth, I’ll backup important files to a USB hard drive.
I go through this process, once a quarter.
By the way – I’ve recorded and released a new episode of the No Credit Needed Podcast.