Financial Services -
Personal Finance -
Getting Organized
Take a moment to control the overwhelm and put into bite sized pieces. Then nibble each piece and start with a fresh clean space.
Record Keeping
Build a system that fits your style or method of controlling the information.
Monthly Expenses
Create a summary of the dates and when the expenses are due. Record total income and expenses. See where you end up each month.
There are also some solid apps to use.
Banking
Keeping track of your banking activity and using the apps to your advantage.
Taxes
Terms and meanings, outline of what is needed.
Checklist for Tax Preparer.
Calendar Life
A calendar is the best way to track when payments are due, when money is coming in +.