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Get Your Financial Info Organized Challenge





Getting your financial and login information organized is one important step on your journey to a more organized and efficient household.

This challenge includes a 30+ page ebook and 9 worksheets to help you get your financial information organized!

The ebook includes step-by-step instructions to guide you through the entire process.  It will help you brainstorm various accounts (that perhaps you’ve forgotten about!)  It includes helpful tips for uncovering hidden passwords that might be stored in your browser.  And when paired with the worksheets, will make getting your login information organized a breeze!\

Worksheets cover:

  • Assets (savings, retirement, and investment account information)
  • Debts (credit cards and loans)
  • Utilities (for those with fluctuating costs)
  • Recurring Payments (for accounts that get paid on a monthly basis)
  • How Bills Get Paid
  • Giftcards
  • Memberships
  • Login and Password Information (for all other accounts)
  • Life Insurance Policy Information