Get the free Money Matters Reference Guide - University of St Andrews

UNIVERSITY OF ST ANDREWS CORPORATE CARD POLICY Version 6 Last updated by Michele Herrington (28.03.2018)1. Introduction.................................................................................................................

How to fill out money matters reference guide

How to fill out money matters reference guide

1. To fill out the Money Matters Reference Guide, follow these steps:
2. Start by gathering all your financial documents, such as bank statements, investment or retirement account statements, and tax documents.
3. Organize these documents in a systematic manner, so you can easily refer to them while filling out the guide.
4. Begin with filling out your personal information, including your full name, contact details, and social security number.
5. Move on to the income section and list all your sources of income, such as your salary, rental income, or investments.
6. Provide details of your expenses, including rent/mortgage, utilities, groceries, transportation costs, healthcare expenses, and any additional expenses you have.
7. If you have any debts, such as credit card debts or student loans, specify them in the debt section and provide details like the creditor's name, outstanding balance, and monthly payment.
8. Next, list your assets, such as real estate properties, vehicles, investments, and any valuable possessions.
9. Finally, review all the information you have entered and make sure it is accurate and up to date.
10. Once you have filled out all the necessary sections, sign and date the Money Matters Reference Guide.
11. Keep a copy of the guide for yourself and provide any required copies to financial advisors, attorneys, or other professionals as needed.
12. Remember, it is important to update the Money Matters Reference Guide regularly whenever there are significant changes in your financial situation.

Who needs money matters reference guide?

1. The Money Matters Reference Guide can be useful for various individuals and groups, including:
2. - Individuals who want to better organize their personal finances and have a comprehensive overview of their financial situation.
3. - Couples or families who need to jointly manage their finances and track their income, expenses, and assets.
4. - Elderly individuals or retirees who want to have a clear record of their financial matters for estate planning purposes.
5. - Individuals going through major life events, such as marriage, divorce, or starting a business, who need to assess their financial position and plan accordingly.
6. - Financial advisors, accountants, or attorneys who require accurate and detailed information about their clients' finances for providing appropriate advice or assistance.

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