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Financial Documents – How to Organize?

by Max Connor
Financial Documents - How to Organize?

Here’s another one of those small things you can knock out of the way before the year’s end: Organize your financial documents.

That doesn’t necessarily mean color-coded folders and an alphabetized ordering system, but it does mean making sure you have all of the important information you need about your various financial accounts at the ready.

Write Down All of Your Account Information

This step will likely take you the longest. Write down all of your financial accounts, as well as login information, balance is and beneficiaries, suggests Mint. This can be done with pen and paper, on an Excel spreadsheet, via Google docs or with some other app. Personally, I keep mine in a password-protected folder in my note-taking app.

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