Blank Weekly To Do List
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1save it or shred it?
local vendors
free-time ideas
Keep for one month
Bakery:……………………………………
Books to read: …………………………..
- Credit-card receipts.
Caterer:…………………………………..
…………………………………………….
- Sales receipts for minor
Dry cleaner:………………………………
…………………………………………….
purchases.
Electrician:……………………………….
DVDs to rent: ……………………………
- Withdrawal and deposit
Florist:…………………………………….
…………………………………………….
slips. Toss after you’ve
Hairstylist:………………………………..
…………………………………………….
checked them against your
CDs to buy: ………………………………
Home-alarm company:………………….
monthly bank statement.
…………………………………………….
Manicurist:………………………………..
Mechanic:………………………………...
………………………………………….
Keep for 1 year
Plumber:………………………………….
Movies to go to: …………………………
- Paycheck stubs.
Other:……………………………………..
…………………………………………….
- Monthly bank, credit-
Other:……………………………………..
…………………………………………….
card, brokerage, mutual-
Other:………………………………………
Restaurants to try: ………………………
fund, and retirement
Other:………………………………………
…………………………………………….
account statements.
…………………………………………….
Other:……………………………………...
Keep for 6 years
- W-2s, 1099s, and the other
guts of your tax returns.
take-out favorites
- Year end credit-card
Cuisine:……………………………………
Cuisine:……………………………………
statements, brokerage and
Restaurant:..……………………………..
Restaurant:..……………………………..
mutual-fund summaries.
Phone number:..…………………………
Phone number:..…………………………
Favorite dishes:………………………….
Favorite dishes:………………………….
Keep indefinitely
…………………………………………….
…………………………………………….
- Tax returns
…………………………………………….
…………………………………………….
- Receipts for major
…………………………………………….
…………………………………………….
purchases
…………………………………………….
…………………………………………….
- Real estate and residence
…………………………………………….
…………………………………………….
records.
- Wills and trusts.
Cuisine:……………………………………
Cuisine:……………………………………
Restaurant:..……………………………..
Restaurant:..……………………………..
Keep in a safe-
Phone number:..…………………………
Phone number:..…………………………
deposit box
Favorite dishes:………………………….
Favorite dishes:………………………….
- Birth and death certificates.
…………………………………………….
…………………………………………….
- Marriage licenses.
…………………………………………….
…………………………………………….
- Insurance policies.
…………………………………………….
…………………………………………….
…………………………………………….
…………………………………………….
…………………………………………….
…………………………………………….
…………………………………………….
…………………………………………….
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Parent category: Miscellaneous