Yearly tracking tips for your finances
May 19, 2009 by Jennifer Chait
Filed under finances, financial matters
Annually there are some specific tasks you should be doing when it comes to your finances. You can break your basic financial tasks down into easy monthly chunks.
Monthly: (Note – I actually do many of these tasks on a daily or weekly basis, depending on the task, however, at the very least do the following once a month).
You should balance your checkbook at least once.
Check your bank statements for errors.
Sort bills and pay them. Then decide which bills to keep (see below).
Sort your bills to keep into a folder, file cabinet, or other sort of safe-keeping system.
Every 3-6 months: …read more
