Your Checklist
Here’s your list of things to do from this chapter.
Set up your toolkit.
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Get online access to your accounts. |
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Link your accounts electronically. |
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Arrange for direct deposit of your paycheck. |
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Set up overdraft protection on your checking account. |
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Open a high-yield savings account. |
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Consolidate redundant accounts. |
Set up your bill-paying system.
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List your bills and due dates. |
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Enter due dates on your bill calendar. |
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Set up due date alerts. |
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Consider using e-bills and e-statements. |
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Choose the electronic payment method for each bill. |
Build your control panel.
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Evaluate your options: personal finance software, account aggregation, account consolidation, Excel spreadsheets. |
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Set up your command center with supplies, a shredder, and a filing system. |
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Schedule weekly financial reviews. |