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photo credit: paul morgan
This weekend I’m taking care of some important financial things.
Overview Spreadsheet
A financial dashboard spreadsheet. It’s a great idea and something we should have as a family. My husband and I do our finances together, on paper, but I do all the online accounting and he doesn’t know all the passwords etc. If anything should happen to me, then I want to make it easier for him.
Fire Proof Box
I’m going to buy a fire proof box for all our important documents and passports etc.
Make a Will
I’ve been putting this off for as long as I can remember, however it needs to get done. I’m looking in to the easiest way to do this.
Expression of Wish
My husband and I both have work pensions with life insurance attached, and I’m not sure if we updated our expression of wish forms when we got married. I seem to have been changing my name on countless forms all year, and I’ve lost track of what’s been done and what hasn’t.




{ 6 comments… read them below or add one }
Hi there-great things that should be done. Have a good weekend!
Thanks for pointing these things out, I am guilty on almost everything you mentioned.
Must Must make a will.
Must Must get a fireproof box.
Thanks for the reminders.
Racheal x
Wow, I hadn’t even thought about getting a fireproof box. Makes lots of sense though. Will you update and let us know which box you go for? Think I need to get one too!
What a great way to spend the weekend! Good Luck!!
I think the fire proof box is a very good idea. I´m from the time of the little metal safes.
Good Monday. xx
thanks for all your comments. I’ve ordered at fire prook box from amazon, i’ll let you all know if it’s any good