Account Info List

After a bit of a hiatus, I feel like I’m getting back to finance basics. I hadn’t checked any accounts or paid any bills in nearly three weeks. Thankfully, since we’ve worked to streamline our finances and set up as much as possible on autopay, I wasn’t actually delinquent on anything. It’s kind of a relief to have been MIA and not feel any dread now that I’m ready to refocus on our finances.

It’s also a reminder of how essential my Google Docs folder with all our account info has become for managing finances with simplicity. I have no doubt that without this handy crutch I would have been needing new passwords left and right to log in…passwords are the first thing to vanish from my brain! I’ll give a gentle nudge to say that when you set up your estate documents, it’s important to share this info (or at least have it all compiled) for your executor. Most of us get multiple bills via email, and how else can anyone deal with them without a clear account info list? 

It also makes me realize that we have several gaps in our record keeping, and I would hate to send anyone through our files to find the wheat from the chaff. In fact, based on my response to a questionnaire we filled out when we got our personal finance planning report from Jonathan Pond, he advised that updating our will and doing a better job filing be some of our top priorities…the filing still needs to be sorted/simplified.

I found a detailed list of info you should have handy for your executor. While some items (like appliance guarantees) seem a bit overkill, I certainly agree that we should have all the essential documents in order. I also found a simple template from O magazine. Now that the gardening weather is so nice I don’t expect to tackle this soon, but it does give a good project for next autumn.

Do you have a master account list?

Sustainable Family Finances 
The story of a family creating an abundant and sustainable life.

3 thoughts on “Account Info List

  1. Ms. Miel

    Darcy – I couldn’t agree more with having a master account list and sharing it with your spouse and a secondary person as well. ALL of my finances, mail, etc are online, so it would be impossible to settle everything with ease without this information. I also use it personally, so it is a handy tool on a daily basis. I hate passwords too!



  2. safiya

    Hi,financial maintainenance is one of the most important thing in one’s life, your tips are very informative and helpful…
    Thanks for sharing the post….


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