July 4, 2022

Organize Your Finances

Organize your bills

Are you wasting a lot of time looking for missing bills, trying to remember to pay on time, unsure if an important bill was received? Organizing your finances will save you the money you spend on late fees, interest payments and other costly mistakes. Once your finances are organized, it will be easier to identify ways to save money. 

Make spreadsheets

Include all your recurring bills. Add columns for title of bill, account number, date received, date paid, amount, notes, contact number. Now you’ll be able to see which bills are missing, which are paid, which to expect and when.

Make spreadsheets for your bank accounts, credit cards and investment accounts. Add the account numbers, amount, interest rate, notes. Eliminate unwanted/unused accounts & expenses.

Here is a link to a FREE spreadsheet you can use. Don't use it as is. Click FILE, then select MAKE A COPY, then click on the name to RENAME it with your own title.

Password manager

 Set up a password manager, like LastPass or DashLane, so that your passwords – and access to your money - are protected

Online bill payment & automated bill payment

These systems decrease the possibility of missed payments, late charges and interest charges. It’s pretty easy to sign up for these, but if you are unsure, just go to your bank and ask a manager to assist you.

About the author 

beccak - Becca Katz

Becca Katz is the owner of Becca Katz Printables, a shop specializing in paper products that can be downloaded and printed. These include calendars, planners, kids educational materials and games, party goods, and puzzles.
She also designs clothing to sell in the Katnovations Etsy shop, birthday shirts sold in the It's Your Birthday Etsy shop, books on Amazon KDP and a wide range of other products on Redbubble and Amazon.

  • {"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}




    Get a 20% OFF coupon for your purchase at our Etsy store