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Financial Inventory
Template available at: https://www.properlyprotected.com/fin-education/
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Account Type Institution Name Account Nickname Account Number Username Password Website
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BankBank of AmericaPersonal Checking1212121212elmerfudd1955siwwywabbitwww.bankofamerica.com
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BankBank of AmericaSavings2323232323www.bankofamerica.com
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BankBank of AmericaMoney Market3434343434www.bankofamerica.com
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InvestmentFidelityBrokerage Account4545454545
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CollegeFidelityCollege Fund - Kate565656565
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CollegeFidelityCollege Fund - Grant676767676
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RetirementVanguard401(k) - Jack78787878
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RetirementAmerican Funds401(k) - Laura89898989
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RetirementFidelityRoth IRA - Jack909090909
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RetirementFidelityRoth IRA - Laura110101010
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Credit CardCapital OneVenture miles card
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Credit CardDiscoverGas card
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Credit CardChaseBusiness use card
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Credit CardCitiCardsAAdvantage miles card
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Car LoanNavy Federal Credit UnionFord Loan
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Car LoanWells FargoVW Loan
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Insurance PolicyTravelersHomeowners Insurance
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Insurance PolicyTravelersAuto Insurance
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Insurance PolicyVoyaLife Insurance - Jack
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Insurance PolicyVoya Life Insurance - Laura
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