Financial Accounts one should regularly check

5 Financial Accounts You Should Check Every Week
The five most important accounts to examine every week are:

  1. credit card
  2. cell phone bill
  3. online checking account
  4. retirement account
  5. budget account software (such as Mint.com)
Comments: My recommendation:

  1. Credit cards(s) - Check daily. See Fraud: Nip it in the bud.
  2. Cell phone bill - I don't have a personal cell phone but checking frequently seems like a good idea
  3. Online checking account(s) - I check daily
  4. Retirement account - I check on the Saturday after our bi-weekly paycheck (sometimes less often but probably at least once a month)
  5. Budget account software - we use Yodlee (which having used Mint, I recommend over it!). I check this weekly to validate categorizations
  6. Credit score: I check quarterly using MyFico. There are other free services ... check right hand column of this blog for one source.
  7. HSA(s): I check monthly to validate

1 comment:

  1. the Governmental Accounting Standards Board (GASB) issued two. Exposure Drafts (EDs) on proposed changes to pension bookkeeper accounting.


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