Tab 6
My Money
Your financial picture as a safe summary, not a copy. Not full account numbers, not dollar amounts, not passwords. Just what accounts exist, where they live, who to call, and how money moves in and out. If it feels like it is missing detail, that is the point. The details live in your password manager and your actual statements. This is the map to them.
Two audiences again. Anyone who has to step in and help you with money, and you, if the person who always handled the bills is gone or unavailable. Many households have one person who tracks everything. When that person is gone, the other is often lost. This tab fixes that.
Important
Enough for someone to know an account exists and how to reach the institution. Never enough to log in or transact.
Important
Categories worth working through, skipping what does not apply:
Checking. Savings and CDs. Retirement, meaning 401(k)s and IRAs. Investment or brokerage. HSA. Credit cards. Loans, including mortgage, auto and personal.
Your accounts
Account 1
Type
This field only accepts four digits. The full number cannot be saved here.
“The travel account”, “bills come out of this one”.
Approximate value range (optional)
Categories only, and you can leave this blank entirely.
Often different from customer service, and the one you want at three in the morning.
Something like “in my password manager”. Never the actual login.
Do they hold important documents?
Account 2
Type
This field only accepts four digits. The full number cannot be saved here.
“The travel account”, “bills come out of this one”.
Approximate value range (optional)
Categories only, and you can leave this blank entirely.
Often different from customer service, and the one you want at three in the morning.
Something like “in my password manager”. Never the actual login.
Do they hold important documents?
Account 3
Type
This field only accepts four digits. The full number cannot be saved here.
“The travel account”, “bills come out of this one”.
Approximate value range (optional)
Categories only, and you can leave this blank entirely.
Often different from customer service, and the one you want at three in the morning.
Something like “in my password manager”. Never the actual login.
Do they hold important documents?