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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Money Management Checklist


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Money Management Checklist Money is the most liquid asset that is sometimes so hard to manage and control. Everybody has more or less money, but not every individual knows how to best manage his/her money. In this Money Management Checklist you can read a range of tips and suggestions that will help you manage your money in an effective manner.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

Basic Considerations

  • Always stay discipline and never quit thinking about money management
  • Establish goals and targets you want to achieve by managing your revenues and expenses
  • Come up with a money management plan that covers such topics as debts, credit cards, savings, retirement, etc.
  • Treat for your income and know your spending
  • Keep detailed records about everything you purchase, invest, sell, barter, or simply give away
  • Use a kind of money management software that will help you keep your records organized and up-to-date
  • Remember about your family when planning for spending your money

Pay Your Bills on Time

  • Make a schedule in which you will organize due dates to pay your bills on time
  • Use payment reminders to avoid late fees and penalties
  • Build emergency bills at least 1 month before due date
  • Check if your bank admits moving due date; then you’ll have more time to pay your overdue bills if they arise
  • Consider shopping around for credit cards with extended due dates

Know Your Debts

  • Calculate the total amount of your debts, including consumer loans and mortgages
  • Know your bad debts and always consider them when planning for spending some money
  • Create a payment schedule that will help you define when your next payments are due
  • Estimate the total amount of payments you have to made monthly
  • Try to live without falling into new debts and monetary obligations
  • Abstain from purchasing something if you do not have enough money, rather than getting into new debts

Manage Your Credit Cards

  • Keep your credit card statement as simple as possible
  • Consider paying more than the minimum on your credit card
  • Never exceed your balance
  • Consider switching to credit cards with lower rates
  • Request your bank for an annual credit report
  • Carefully review such reports for unauthorized activity to protect yourself from identity theft
  • Try to remember your PIN codes and never keep them recorded

Spend Less, Save More

  • Create and follow your monthly budget
  • Develop your monthly spending plan which should be aligned with the monthly budget
  • Never purchase items which are not included in the spending plan for a month
  • Consider depositing a certain amount monthly to increase your savings
  • Consider shopping online to get the best prices and discounts
  • Adjust your wage statement annually to make sure you do not give the government too much money for taxes
  • Look around for the best insurance rates and coverage

Treat for Your Retirement

  • Take a look back at your career and try to forecast your future performance to recognize your need for retirement
  • Take some time to discuss your retirement investments with your family and try to find a plan that works fine for everybody
  • Open a retirement account with your bank
  • Have your own retirement program agreed and ready to use
  • Know a regular amount.......

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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