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7 Ways to Spring Clean Your Finances

Family Balance Sheet

I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet. Organize your Financial Documents. Check your Credit Report. You will need to provide your name, address, social security number, and date of birth to verify your identity.

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Free Kindle Book: 50 Ways To Protect Your Identity

For the Mommas

It is better to stop identity theft from happening in the first place than have to fix or repair the situation afterwards. Meet the hackers and organized crime groups who want to steal your identity and money -- and learn how to protect your data and your life! Free Kindle Book – Note: Price may change at any time.

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Spring Clean.Your Home Office

Family Balance Sheet

If you are getting too many credit card offers, look inside and you should find a phone number to have your name removed from their data base. I don't get any credit card offers anymore. I spent a snow day last year cleaning out my filing cabinet and it has remained organized ever since. Contain your paper. Invest in a shredder.

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Set aside some time to purge & organize your office. Organize your Financial Documents. Check your Credit Report. It is good idea to review your credit report periodically to check for any fraudulent activity, such as identity theft. photo credit. Are your ready to spring your finances?

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How Long Should You Keep Financial Documents

Family Balance Sheet

Credit Card Statements - These can also be found online, so I'm not sure a paper copy is necessary, unless you need it for documentation for tax deductions, then see Taxes below. You should keep any credit card receipts to match up with your statement. I use a small accordion file with 12 monthly files for credit card receipts.

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Stay Organized To Keep Your Information Secure

Prairie Eco-Thrifter

Limit the number of people of people in your organization who can access sensitive information. If certain employees require remote access to your organization’s computer system, ensure they can only gain access after providing a username and password. Encrypt sensitive and private data such as client’s credit card details.

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