These days, I’ve got a whole bunch of accounts to mange my money. Just a few years ago, I had one checking and savings account. Now I have more accounts than I can count on my hands. 2 checking, 7 or so savings, a Roth IRA, Discover Card, Sharebuilder, and a PayPal account.
All of that can be confusing to think about, especially when you having automatic transfers setup. So I made a “Financial Account Map of Awesomeness™” that shows all my accounts and how they interact with each other.
Having this map just makes it a lot easier to understand and remember all my accounts. I’ve closed certain accounts over the past year and have just recently gotten everything setup the way I want it. If you make your own map, you might find certain accounts that you can close or merge. This map can also be useful if you need someone to handle your money while you’re away somewhere.
For you computer geeks, I made my map using Apple’s Keynote software
