Lesson 20
1. What is the name and contact information for your bank? C1 Bank | (941) 798-2940
2. What are the names and contact information for any other accounts you have, such as a cell phone account or car loan? 941 555 1234
3. Where will you keep the following records? Indicate where you plan to store hard copies or online records of each item.
Pay stubs and W-2 form: A place I can find them easily
Bank statements: Another easy to remember location
Where will you keep other account statements: Within the house
Where will you keep your Social Security car, passport or other items: Fire proof safe
Budget and receipts: On the kitchen table, like any other sensible person
6. Knowing when your bills are due and having a set time when you will review your budget, spending and account statements for error is also key. Indicate which days of the month you plan to do the following:
Pay monthly bills: 17th
Receive your paycheck or allowance: 12th
Review bank and other statements for errors: 19th
Compare your spending to your budget and adjust your budget as needed: 11th
7. There are many online tools and resources that can help you keep on top of your financial records. Spend five minutes researching the resources available at the following websites to help determine whether any would be helpful to you.
As you organize your records and work toward your financial goals, which online tools will you use to manage your finances? Calculator
2. What are the names and contact information for any other accounts you have, such as a cell phone account or car loan? 941 555 1234
3. Where will you keep the following records? Indicate where you plan to store hard copies or online records of each item.
Pay stubs and W-2 form: A place I can find them easily
Bank statements: Another easy to remember location
Where will you keep other account statements: Within the house
Where will you keep your Social Security car, passport or other items: Fire proof safe
Budget and receipts: On the kitchen table, like any other sensible person
6. Knowing when your bills are due and having a set time when you will review your budget, spending and account statements for error is also key. Indicate which days of the month you plan to do the following:
Pay monthly bills: 17th
Receive your paycheck or allowance: 12th
Review bank and other statements for errors: 19th
Compare your spending to your budget and adjust your budget as needed: 11th
7. There are many online tools and resources that can help you keep on top of your financial records. Spend five minutes researching the resources available at the following websites to help determine whether any would be helpful to you.
As you organize your records and work toward your financial goals, which online tools will you use to manage your finances? Calculator