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This chapter is from the book

Your Checklist

Here’s your list of things to do from this chapter.

Set up your toolkit.

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Get online access to your accounts.

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Link your accounts electronically.

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Arrange for direct deposit of your paycheck.

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Set up overdraft protection on your checking account.

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Open a high-yield savings account.

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Consolidate redundant accounts.

Set up your bill-paying system.

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List your bills and due dates.

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Enter due dates on your bill calendar.

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Set up due date alerts.

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Consider using e-bills and e-statements.

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Choose the electronic payment method for each bill.

Build your control panel.

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Evaluate your options: personal finance software, account aggregation, account consolidation, Excel spreadsheets.

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Set up your command center with supplies, a shredder, and a filing system.

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Schedule weekly financial reviews.

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