Is your bank account list complete and ready for emergencies? Do you know where all your contact information (phone number, personal to call, etc) is for your bank accounts? This month’s organizing challenge is to create a complete list of your bank and financial accounts. Sounds boring, right? Yes, I know but you will thank me for it later.
Why do I need to create a complete bank account list?
- This list will help you in emergencies.
- It will help your family when you pass.
- It will help you see all your financial contact information in one place.
If you are like me, you probably use some sort of software to track and reconcile your bank and financial accounts like Quicken. That’s great, but did you fill out the detail information that would include contact information for each account? Not many people fill in this information, they figure they have it in their contacts. But, remember you probably don’t have the account number for every account you own memorized. So, having one place to store this basic information will help.
First, determine a place to add this information.
Where to add the bank account information in Quicken?
- Go into one of your bank accounts.
- There is a dial on the upper right-hand corner of your register.
- Press the dial button, there will be a drop-down list, select “Edit Account Details”.
- A window will pop-up and you can edit the Contact Name and Phone number section easily.
- Be sure to save it when you are done.
NOTE: You will need to do this with all your accounts.
If you don’t use a software to track this information, I created this free printable for you to use.
After you have completed this task, go ahead and find a safe and secure place to store it. It can be in a safe or a safe deposit box.
If you have a safe deposit box, be sure there is, at least, one other person able to access this account.
This task will take some time to gather so that is all you have to do this month. Take your time and complete as much of the bank account information this month as you can. Making a note of different questions or tasks you need to do to gather the information will help you stay on track.
Do you have a list of accounts and their contact information, easily available? Where do you like to store this information? Is your information digital or paper? Please join the conversation and leave a comment below.
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Looking for more tips, visit our other Emergency Preparedness posts.