Business & Finance Personal Finance

How to Store Account Information

    • 1). Create a list of accounts on a columnar pad or a spreadsheet program on your computer. If you use a spreadsheet, make sure the computer is not connected to the Internet while you create the list. Include the account vendor, account number, log-on identification and password (if you manage the account online) and a phone number for customer service.

    • 2). Save the list to a flash drive, if you created the list on your home computer. Do not store the list on your computer's hard drive. If your list is handwritten, skip this step.

    • 3). Store the list in a safe place in your home such as a locked file or box, or a safe.

    • 4). Update the account information each time you receive a new card, close or open an account or change your online passwords.

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