organizing paperwork--including all that tuition stuff

Dad_of_3
Mon, 12 Oct 2015 02:45:59 +0000

DW hasn’t shown any interest in being involved in any of this, so I have to keep a spreadsheet listing all the companies we have accounts with and my IDs and p/w in case I get hit by a truck. As to filing, if a company provides electronic statements I go with it so as to avoid paper. I also try to get non-pdf downloads that can be put in spreadsheets or imported into Quicken. And before I deposit physical checks, I scan the image so that I know what a deposit last March was for. Unlike intparent, haven’t got the guts to pitch anything. I still have file folders in the basement with the likes of Charles Schwab statements from the early 80s.
I do have more than one p/w, but not for this reason. If I need to give a p/w to sign up for an account with the local supermarket, I’ll give my Comcast email which I may scan once a week and basically delete everything in a couple of minutes.