If you’ve followed this website for very long, you’ll know it’s not a secret that my fiance and I frequently sign up for new accounts in the pursuit of extra cash, free travel, and numerous other perks that come along. The benefits of doing so have been substantial as we brought in thousands of dollars in cash and enough points to travel the world in style, but one side effect of doing so is a plethora of accounts that need to be managed.
Between credit cards, bank accounts, and our various investment accounts, we currently sit at 54 unique financial accounts, but that number is constantly in flux. It’s often not too difficult to open the latest account and reap the rewards up front when you have some free time, but it’s not always convenient to do it on the back end when a delay in closing it out could cost you an annual fee or more. This is why it’s important to have an organizational system you can stick to regardless of what’s going on in life around you. My goal is to share with you the organized chaos that is the system I use to stay on top of it all.