0426-09 Suggested Tasks Assigned to Spouses -

                          - - - - - - Jesus, Saviour, Pilot Me ! - - - - - -

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             TO:  Interested Christians                                                                                                        FROM: Jim Bramer, Retired CPA
                                                                                                                                                                      FILE:  0426-09/env

              RE:  Spousal Personal Finance Suggested Duties                                                            Originated in May 1997                                


Be sure and read about  "Spending Control"  resources found at  0400


       Please go to  RPFin   (Righteous Personal Finances)  for a list of such  resources.  The following list has a weekly emphasis. .

Personal Finance  Likely Duties:

    Assigned to:

G E N E R I C     D U T I E S

Husband

Wife

Enter into a RPFin vow -see  0926  for more Info

_____

_____

At all times make buying decisions on basis of eEnvelope info ...not strictly on Bank Bal or Available Credit

____

____

Insure that the eEnvelope System provides timely and

meaningful "buying decision" information

_____

_____

See that the necessary records are kept for proper filing of

your tax returns.

_____

_____

Update your Budget plans every quarter or so

_____

_____

Review "RPFin" vow every few months;  See 4063 and see

sample Written Prayer and related issues.

_____

_____

Annually provide information for personal income tax

preparation.

_____

_____

.See  0905  about retaining a HOMER to help

with your necessary system.

_____

_____

Maintain supply of finance stationery.

_____

_____

W E E K L Y   D U T I E S

Before each receipt/deposit, assign such amounts

to the respective virtual  Envelopes

_____

_____

Daily make prudent buying decisions from current

Fiscal or Finance Report. See 0400  for a Sample.

_____

_____

Make your eEnvelope system current by posting all            receipts, purchases, and paid outs so you can make   prudent buying decisions

____

____

Meet together and be sure you both understand

the status of your finances.

_____

_____

File unpaid bills pending payment

_____

_____

Post plastic purchases so you know how much

is unpaid.

_____

_____

Write and post checks

_____

_____

Update your check stub and have it agree

Bank Statement info.

_____

_____

File paid bills for desirable retrieval, etc.

_____

_____

Distribute ATM proceeds among family members

_____

_____

Others:______________________________________

_____

_____

____________________________________________

_____

_____

M O N T H L Y    D U T I E S

Write monthly checks; see 4063 for information about

paying repetitive checks electronically.

_____

_____

Pay Plastic balances so as to NOT incur Interest,

or Finance, Expense.

_____

_____

Sign and process checks; it is often helpful for one

spouse to write and the other sign checks.

_____

_____

Reconcile Banks and the Plastic Statement  about Online Banking  options

_____

_____

Review/update savings acct info.

_____

_____

If applicable, produce Unpaid Debt Status report   _____    ____

Others______________________________________

_____

_____

____________________________________________

_____

_____

 


--MINISTRY FINANCE "LINGO"  INCLUDE--

                           ATM = Automatic Teller Machine                    
                           BLVR = Believer in Jesus Christ as Lord and Savior
                           QVE = "Quite Virtual Envelope" Computer Acctg System                    
                           RPFin = Righteous Personal Finance


   .  The bulk of this Publication originated in May 1997 and was  .UPTD: March 09, 2012        Jim@bcidot.org

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