Monday, March 20, 2023
This survey originally ran in
the 11/20/02 DebtSmart
Do you have a filing system for your paperwork?
When you get your mail do you...
Do you use accounting software to track spending?
If you don't use software then do you have a notebook or other method for organizing your transactions?
Do you pay bills...
Do you balance your checking account?
Have you created a master list of all bills and debts?
Do you track your credit offers?
Do you consider yourself to be organized?
Are you interested in learning how to become more organized financially?
What do you Think?
"It is time to do an InvestSmart
newsletter. I'm out of debt, now (excpet for a Student Loan -
"I really enjoy this
newsletter--it always makes me think about issues (like this
organization issue!!) and how disorganized I truly am. My apartment
always looks like a tornado hit it, and it isn't unusual for me to
lose track of something for a few days/weeks. So, usually, I am in a
jam with bills. And although I am trying hard to get better, all
these bad habits are hard to correct. It takes a conscious effort to
do it all right."
"I feel organized financially,
finally, but I am always willing to look at other ways. I recently
adopted a "tickler" organizer and put all the bills to be
paid with a specific paycheck in that days' folder. Once paid, the
bill goes into it's file in my filing cabinet. I just started a list
and calendar to help me track my bills also. Thanks for all the
"I've always looked at all my
credit card offers and will hold on to the ones that I think I might
be interested in using. Any credit card offer I consider to not be
in my best interest I immediately shred and get rid of."
"I only have one credit card and
do not carry a balance so I am not interested in any other offers
that arrive in the mail"
"I'm an accountant, and it's
always satisfying not only having my own finances organized, but to
help other people as well. Your newsletter always seems to have
relevant articles that get incorporated in my discussions with
clients who somehow know that I just read an article about 'that'.
Keep up the good work!"
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