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