The Best Way to Keep Track of Financial Usernames and Passwords

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Another important sheet that I don’t know how I got along without is my Financial Usernames and Passwords.

I store this sheet in my home management binder. Which you can read about here. It’s such an awesome tool to have in your home.

I like this sheet because it’s a simple flip of a page to find what you need. No racking your brain, or going through the hassle of resetting your password for the umpteenth time.

It’s simple to set up and easy to use.

I have made a blank copy which you can grab through the link below, but I will outline it here as well.

  1. Provider (Company Name)
  2. Website Address
  3. Username
  4. Password
  5. Change Password (In case you do end up having to change your password, I have a couple of accounts that I have to change every 3-6 months.)

It should look something like this:

Provider Website Username Password Change Password
Website username_one Password@90# Password@91#

See, easy and saves you from the mental breakdown you knew you were going to have after trying to remember the answers to those security questions, or wait 20 minutes for a reset your password email only to not get it and have to go back to the site and resend it 5 times.

Grab the freebie below or just make your own based off what I told you.

Financial Usernames and Passwords


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