| Bill Paying Checklist |
START AT THE BEGINNING
1. Select a date to pay your bills: weekly, bimonthly or monthly
2. Block this time off on your calendar
1. Select a date to pay your bills: weekly, bimonthly or monthly
2. Block this time off on your calendar
3. Respect this date as much as you do a doctor’s appointment
4. Create a portable workstation using a hanging file box with all your supplies together before beginning: checkbook, stamps, envelopes, calculator, stapler, scissors, etc.
5. Pick a space for bill paying where you won’t be disturbed
CREATING A SYSTEM
1. Sort your papers into piles
2. Banking (account statements, ATM receipts, deposit slips)
3. Bills to pay (mark the folders: week 1, week 2, etc.; bimonthly: 1st and 15th; or monthly: either the 1st or 30th)
4. Cash register and credit card receipts
5. Other statements (insurance, investments, etc.)
6. Create a Pendaflex folder with a 3” clear plastic tab for each of the 5 categories in a DecoFlex Desktop File Box (come 6” and 8” deep and has holes on the side so you can pick it up and move it)
FILING IT AWAY
1. Create a file folder for each month of the year (businesses)
2. Create a separate folder for each account (homes)
4. Create a portable workstation using a hanging file box with all your supplies together before beginning: checkbook, stamps, envelopes, calculator, stapler, scissors, etc.
5. Pick a space for bill paying where you won’t be disturbed
CREATING A SYSTEM
1. Sort your papers into piles
2. Banking (account statements, ATM receipts, deposit slips)
3. Bills to pay (mark the folders: week 1, week 2, etc.; bimonthly: 1st and 15th; or monthly: either the 1st or 30th)
4. Cash register and credit card receipts
5. Other statements (insurance, investments, etc.)
6. Create a Pendaflex folder with a 3” clear plastic tab for each of the 5 categories in a DecoFlex Desktop File Box (come 6” and 8” deep and has holes on the side so you can pick it up and move it)
FILING IT AWAY
1. Create a file folder for each month of the year (businesses)
2. Create a separate folder for each account (homes)
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