Quote:
Originally Posted by Michael G.
My wife isn't interested learning about computers.
I'm worried about what will happen to our finances if I die before her.
I have all my username and passwords filed in the safe.
I try to have statements, (charge cards, Utility's bills, checking acct.) mailed to the house, but a couple are on auto pay that I pay on line.
What's your system?
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Don't us auto pay from the AP company (credit card, utility, phone, etc.), use online bill pay from your bank. This way it is all in one place, with one login, and you can see the complete history of who was paid and when. They will even send paper checks out to those who do not accept auto pay (lawn care, pet sitter, etc.). With one login, you will see a near compete picture of who was paid, when, and from what account (assuming all of your checking accounts are with the same bank). This way with just two logins, one to your bank and one to your investment management firm, you can see nearly all incoming and outgoing funds.