Wednesday, February 8

Finders, Keepers

Our personal finance columnist’s tips for tracking your money

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By Lesley Scorgie

Rich by Thirty

Last week, I lost my business credit card. I was at a lunch spot and had paid for the meal with my Visa card. I thought it had made its way into my purse. My purse, however, is an abyss of cards, make-up, wallet, pictures, to-do lists, my cell phone, books, snack bars and who knows what else. I figured my credit card would surface when I did my weekly clean-up. It never did. Turns out, I’d left it at the counter where I’d paid for my lunch a few days earlier. Even people like me, a person that keeps a close watch on her money, can lose track of their finances.

Many of us have multiple bank accounts and investments, car loans, mortgages, credit cards and ATM cards – not to mention accounts at more than one bank, more passwords than we can remember and, often, several financial advisors. In this month’s podcast, I look at tools that will help you keep track of your finances, assess your assets and liabilities and keep your financial house in order.

Listen to this month’s podcast:

Subscribe to the Rich By Thirty podcast.

Links: Online Tools to Track Your Money


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Tips for Tracking Your Money

  1. Tally your assets and liabilities at all financial institutions
  2. Create a net worth spreadsheet and update it each month or quarter
  3. Mark important dates such as mortgage renewals and maturity dates on GICs
    For more personal finance advice, visit the Rich by Thirty blog.