How to Make an Important Personal Account Information List

If there were an emergency and you needed to contact your agent quickly, would you be able to do this quickly? Tracking your crucial personal account information in a list, all in one place, is a great way to have everything you need for quick and easy lookup. Updated: Be aware that this is for a paper spreadsheet; however, I recently added more information on how to create a spreadsheet file in your preferred app and how to protect the document. I also shared my favorite password management app, which saves this information easily to your devices and can be shared by logging in with your browser.

Jump to:

• What information should be added to your important personal account information?
• Digital Apps for Creating Forms with Protection.
• Additional Tip:

Here is some important information you can use for your spreadsheet.  I also included a FREE printable that you can use, print out, fill in, and store in a safe (affiliate) (fireproof) place.  Print out as many copies as needed to include all your information.

What information should be added to your important personal account information?

• Name of Account - Make sure the name is complete. Avoid abbreviating, as someone else may not understand its meaning.
• Account Number - include a complete number, not just the last four digits. When you contact the location, you may have trouble accessing the account.
• Person to Contact in case of an emergency - if you have a contact, add it here. Some places may have a representative associated with the account. If it does, be sure to update the information.
• Phone number and/or website - this information is invaluable if you don't have time to call, you have another way to contact them.
• Log in with your Name and Password or Password (hint). The username and password are always valid. If you use the same password, consider changing it when you make this list. Each account should have its unique password.
• Notes/Address if needed. - This area is helpful if there is anything else you or someone else needs to remember when they contact this company.

Digital Apps for Creating Forms with Protection.

If you feel you want to use a spreadsheet like Google Sheets, Apple Numbers, or Microsoft Excel, be sure to create a password-protected file. Below are instructions on how to make a password-protected file.

• Google Sheets - You will be able to protect, hide, and edit sheets as well.
• Apple Numbers Spreadsheet on Mac instructions.
• Microsoft Excel Spreadsheet

You can also add this information to your password management app, like LastPass. In the paid account (affordable), there is a section called "Bank Account". In this section, you can add Bank Name, Account type, routing number, account number, Swift code, IBAN, PIN, branch address, phone number, and additional notes. And in the password section, you can add your bank login information and password. Plus, they recently said Passkeys are now a further option.

Additional Tip:

Add a reminder to your calendar to review your accounts annually and ensure that new or revised account numbers and information are added to the spreadsheet.  The benefit of having this list is that in an emergency, you'll have all your information in one place.  Try it! Check out these other emergency preparedness posts from our blog.

Here are some additional posts I found that might be helpful.

50 TIPS FOR DISASTER PREPAREDNESS

The Fundamentals of Preparing for and surviving an emergency at home