“How does the water bill get paid?”

“What bank account receives the paycheck?”

“What day of the month does the credit card normally get paid?”

"Have I updated the beneficiary?"

Household finances don’t need to be confusing or overwhelming! Usually one person in the household has a good grasp on how things get paid and when.  But what happens when other family members are asked to help in case of emergencies, deployments or when a family member needs a little bit of help? The Home Finance Quick Reference, a 35-page, 8 1/2 x 11 neatly bound book, was designed to quickly gather and keep track of the major household financial details.

 

Easy to use and fill out, simple pages include:

• A fillable “typical month” of financial activity

• A fillabile "typical year" of financial activity (divided by months)

• Bank Account List

• Retirement Account List (and beneficiaries)

• Monthly Bills including Utilities (and which accounts are used to pay for them)

• Monthly Income (and which accounts receive the income)

• Investments (and beneficiaries)

• Credit Cards List

• Frequent Traveler Accounts

• Mortgage/Loan/Auto Information

• Life insurance Policies (and beneficiaries)

• Important Contacts List

• Password Pages

• Blank pages for notes and other details throughout the book