With America Saves Week just next week (February 25th to March 2nd), I need to organize the financial section in my newly-revised Home Management binder. My goals for this section is to provide a framework for my husband or my family should something happen to me.
A Quick Review of my new Home Management Binder
As I mentioned in my post about Productivity 2.0, I am resurrecting my home management binder which I had stopped using when I switched to digital planning with Evernote and Nozbe. However, I’m finding I need a paper binder for household management. My cleaning has suffered because the daily tasks get lost in the other tasks in Nozbe, same with my monthly cleaning. My menu planning has been lackluster because I don’t have lists of our favorite meals, quick meals to make, side dishes, etc. My husband isn’t interested in my Google calendar, as pretty as it is; he wants a calendar on the wall to look at. The other household members feel the same way.
As the Home Manager, I need to make my systems work for everyone, not just me. I’ve asked my husband what he wants included, and I’ve discussed it on my Facebook page. I went through the lists on ListPlanIt to get a sense of what could be included. Some of the lists on ListPlanIt I will be using elsewhere such as the lists for tax season.
Items to Include in the Financial Section
List of Accounts with the number and contact information
Banks, Car Loans, Utilities, Credit Cards, School Tuition
(I am keeping the security information elsewhere under lock and key)
List of Appliances with Model Numbers
How many times have I forgotten to check the model number before ordering a part? This list will also serve as an inventory which will also be kept with our secure financial information.
Our weekly budget
I keep my running total for our weekly budget elsewhere. This page will serve as a reference when my husband and I are discussing upcoming purchases, etc.
Monthly Expense Schedule
This is purely informational for my husband since I have our bills set up for automatic payment and scheduled in our Quicken program. If something happens to me, my husband will have a snapshot for the month as a place to start.
Do you have a financial section in your home management binder? What do you include?
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