When You Need an Expert
What is the name and contact information for your bank? -Wellsfargo Phone number is 941-474-5596
2. What are the names and contact information for any other accounts you have, such as a cell phone account or car loan?
- Verizon, look it up your self i couldn't find it
3. Where will you keep the following records? Indicate where you plan to store hard copies or online records of each item. Paystubs and 2 form:A file
Bank statements: I would keep Bank statements in my file cabinet under bank.
Where will you keep other account statements (phone, car insurance etc.): I would keep each statement under it category such as insurance, phone, car
Where will you keep your Social Security card, passport or other items: I would keep my social security card at home in my personal file and same with my pass port
Budget and receipts: I would keep them in a receipt folder
6. Knowing when your bills are due and having a set time when you will review your budget, spending, and account statements for errors is also key. Indicate which days of the month you plan to do the following:
Pay monthly bills (phone, bus pass etc.):
Receive your paycheck or allowance:
Review bank and other statements for errors:
Compare your spending to your budget and adjust your budget as needed:
7. T here are many online tools and resources that can help you keep on top of your financial records. Spend 5 minutes
researching the resources available at the following websites to help determine whether any would be helpful to you.
• Quicken.com
• Mint.com
• Yodlee.com
• Mvelopes.com
As you organize your records and work toward your financial goals, which online tools will you use to manage
your finances?
2. What are the names and contact information for any other accounts you have, such as a cell phone account or car loan?
- Verizon, look it up your self i couldn't find it
3. Where will you keep the following records? Indicate where you plan to store hard copies or online records of each item. Paystubs and 2 form:A file
Bank statements: I would keep Bank statements in my file cabinet under bank.
Where will you keep other account statements (phone, car insurance etc.): I would keep each statement under it category such as insurance, phone, car
Where will you keep your Social Security card, passport or other items: I would keep my social security card at home in my personal file and same with my pass port
Budget and receipts: I would keep them in a receipt folder
6. Knowing when your bills are due and having a set time when you will review your budget, spending, and account statements for errors is also key. Indicate which days of the month you plan to do the following:
Pay monthly bills (phone, bus pass etc.):
Receive your paycheck or allowance:
Review bank and other statements for errors:
Compare your spending to your budget and adjust your budget as needed:
7. T here are many online tools and resources that can help you keep on top of your financial records. Spend 5 minutes
researching the resources available at the following websites to help determine whether any would be helpful to you.
• Quicken.com
• Mint.com
• Yodlee.com
• Mvelopes.com
As you organize your records and work toward your financial goals, which online tools will you use to manage
your finances?