Financial Accounts one should regularly check
5 Financial Accounts You Should Check Every Week
The five most important accounts to examine every week are:
Comments: My recommendation:
- credit card
- cell phone bill
- online checking account
- retirement account
- budget account software (such as Mint.com)
- Credit cards(s) - Check daily. See Fraud: Nip it in the bud.
- Cell phone bill - I don't have a personal cell phone but checking frequently seems like a good idea
- Online checking account(s) - I check daily
- Retirement account - I check on the Saturday after our bi-weekly paycheck (sometimes less often but probably at least once a month)
- Budget account software - we use Yodlee (which having used Mint, I recommend over it!). I check this weekly to validate categorizations
- Credit score: I check quarterly using MyFico. There are other free services ... check right hand column of this blog for one source.
- HSA(s): I check monthly to validate
the Governmental Accounting Standards Board (GASB) issued two. Exposure Drafts (EDs) on proposed changes to pension bookkeeper accounting.
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