Organizing Your Finances – Farnoosh Torabi Interview
February 1, 2011
Keeping your records organized is an important part of keeping your personal finances straight. We use online bill pay for all our recurring bills and charge most everything else on a cash back credit card. We use the Blue Cash card not only for the cash back but also because it gives us a nice downloadable history of everything we spent our money on.
Yet, even with most of our billing and payments made electronically we still have receipts, tax forms, health savings account documents, etc to organize and track. So last week I spent a few minutes with Farnoosh Torabi, personal finance journalist and author of “You’re So Money” and “Psych Yourself Rich“, chatting about ways to organize our personal finance related documents, offline and online.
Farnoosh is working as part of a get organized initiative which she introduced on her site:
“I’ve recently teamed up with Office Depot to conduct a survey of 1,000 workers to find out how well they manage to stay organized throughout the year. While 93% said they feel being organized improves performance (like locating important documents, filing taxes and paying bills on time), 81% admitted to keeping a disorganized workspace”
As I mentioned, I spoke with Farnoosh last week about organizing our personal finances and had three questions on the topics of:
1) Organizing your documents digitally
2) Software you can use to help organize & backup
3) Health savings account documentation
I haven’t done many real-time recorded interviews so I wasn’t perfect in my question asking but Farnoosh handled it well, many thanks to her for answering my questions! Check out the video below:
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