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