Easy Five-Step System

Managing Personal and Financial Records

Presented by Carol Cookson

• Why Keep Financial Records Organized?
• Billing errors happen. To resolve errors, you need documentation
• Record of bills paid - poof or payment
• To collect documents needed for tax filing
• Receipts for return of purchases
• Required documents needed for warranty claims
• Required for fraud claims
• To resolve merchant and vendor disputes
• To assist with budgeting
• Manage the paper avalanche