Comments on: Where Do You Store Your Financial Records?

By: Weekend Wrap-Up: If The Earth is Rockin’ Don’t Bother Knocking Edition @ Beating Broke

Sat, 10 Apr 2010 15:53:12 +0000

[...] Planting Dollars talks about Storing your financial records [...]

By: Scott Barron

Scott Barron — Wed, 07 Apr 2010 02:44:41 +0000

I went “green” three years ago. I walk to my physical mailbox once a week.

I have an Excel spreadsheet that balances my checking account. Everything else is housed on other servers. My tax information is held with Turbo Tax, my mortgage information is on the banks website, and 401K is viewed at the work intranet.

Luckily, it seems there is always an electronic backup somewhere. I also back my computer up to an external hard drive. However, email is the easiest to lose forever. I have Microsoft Outlook pull my emails from server without leaving a copy, so when Outlook crashed, I lost everything.

Oddly, losing all my internet favorites bothered me the MOST. I have about 50 bookmarks, some I use daily, and some rarely, but I’m spoiled. There are some websites I’ll never find again because they were bookmarked and I’ve forgotten them. AND passwords! I have a master password list on my computer; I’d be lost without it. I only use Turbo Tax once a year. And I NEVER remember that password.
Scott Barron´s last blog ..Why Use A Website Worksheet?

By: Personal Finance Stories: A Review of Good Reads | The Millionaire Nurse Blog

Tue, 06 Apr 2010 15:23:22 +0000

[...] At Planting Dollars, a good review of your managing your financial records…. [...]

By: Austin @ TheOrangePaper.com

Austin @ TheOrangePaper.com — Mon, 05 Apr 2010 03:04:25 +0000

In my opinion, a weekly backup on an external drive works fine. And, the financial institution does send the hard copy on a half yearly basis — so that takes care of the printed copy as well.

By: Ryan

Ryan — Mon, 05 Apr 2010 03:03:45 +0000

I agree… do you keep a safe then for paper copies just in case as well?

By: Ryan

Ryan — Mon, 05 Apr 2010 03:03:15 +0000

Whoa that’s pretty darn costly! An external drive might be a better choice since it’s harder to lose cause of its size, but still not perfect. I’m a big fan of cloud in comparison.

By: Ryan

Ryan — Mon, 05 Apr 2010 03:02:18 +0000

Yea, I agree about the mail, especially if they send it to the wrong address where anyone can look at it!

By: Ryan

Ryan — Mon, 05 Apr 2010 03:01:20 +0000

Save it now!

By: Ryan

Ryan — Mon, 05 Apr 2010 03:00:59 +0000

Yea, I think either way is fine with online being a lot more convenient… just so long as people have something!

By: Ryan

Ryan — Mon, 05 Apr 2010 03:00:20 +0000

Got a desktop being sent from back home which should take about two weeks to arrive, super pumped since it’s super fast unlike the laptop. Just chillin in internet cafes and weeping over my blog post ideas that I lost Oh well, lol… time to start from scratch again which is kinda exciting in itself. Should be around a lot more in a couple weeks again.