Utah Personal Financial Information Organizer
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How to fill out Personal Financial Information Organizer?
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Supporting documents include sales slips, paid bills, invoices, receipts, deposit slips, and canceled checks. These documents contain the information you need to record in your books. It is important to keep these documents because they support the entries in your books and on your tax return.
Organize regular bills and financial statements by the month or by the account (your preference). It is usually easiest to stick with either hanging files or an expanding file. When organizing by account, be sure to arrange documents in chronological order within each file so they are easier to find later on.
Your Personal Financial Organizer is a take-action booklet intended to help you put your finances and budget in order as a first step to preparing an effective savings strategy. The sooner you start saving, the more time your money will have to work for you. Page 4. 2 YOUR PERSONAL FINANCIAL ORGANIZER.
Tips for Organizing Your FinancesStep 1: Ditch the Shoebox Method.Step 2: Track Your Expenses.Step 3: Establish a Bill-Paying System.Step 4: Read Your Bills and Account Statements.Step 5: Shred Old Financial Records.Step 6: Stop the Clutter at the Source.
Organize Your Financial RecordsDesignate a Record-Keeping Location - Use a two-drawer filing cabinet or deep desk drawers.Purchase Filing Materials - Use plain manila folders, hanging file folders, and/or accordion files.More items...
We have consolidated some best practices that you can implement immediately to prevent your financial information and identity from getting into the wrong hands.Check Your Credit Report.Use Strong Passwords.Watch Your Mail.Establish Online Statements and Bill Pay.Sign Up for Account Alerts.Shred Your Documents.More items...?
You could go the traditional route and use a simple set of labeled folders in a file drawer. More important documents should be kept in a fire-resistant file cabinet, safe, or safe-deposit box. If space is tight and you need to reduce clutter, you might consider electronic storage for some of your financial records.
For safety, it's best to keep any hard copy bank statements in a fireproof safe in a secure location. Electronic statements should be maintained in a password-protected file. Use password protection for electronic files. Hard copy statements should be kept in a secure, fireproof location that can be easily accessed.
Like a financial planner, a money coach is someone who can help you with the big picture of your finances. The main difference is that money coaches look at your finances as just one part of your overall life.
Organize Your Financial Documents With These 10 Helpful...Financial Management bank statements, credit card information, loans records.Investments stocks and bonds, IRAs, savings bonds.Income Tax Information tax returns, supporting documents including charitable gifts.More items...?09-Sept-2016