Free Bank Account Information Worksheet

Do you use a bank account information worksheet?

I know it’s not the most fun topic to talk about, but trust me it is really important.

Getting organized with your finances and tracking all of your income and expenses will help you to start saving money and get out of debt.

Using a bank account information worksheet is a smart way to keep all of your important bank details in one place.

Not only is it useful for you to reference when needed, but if someone ever needed to access the information for you, you’d have it easily available. 

Keeping all of your financial information in one easy spot is key when you are trying to save money and get out of debt.

Be sure to download a copy of my free Budget Binder to get access to this Bank Account Information worksheet. 

BANK ACCOUNT INFORMATION

This worksheet is pretty much self-explanatory, but it is nice to have all of this information together in one place. 

Gone are the days when I just had one single checking account for all of my transactions. 

Now that we are a family of six and have multiple businesses I feel like the number of bank accounts we have is out of control.

I have a separate bank account for my blog and we also have separate bank accounts for our four boys. Not too mention our personal accounts, savings accounts and even retirement accounts.

AHH! See how confusing it can be.

Luckily, I created this bank account information worksheet to help me stay sane.

I know it seems so simple, but this little worksheet makes my life so much easier.

It is nice to have all the account numbers and routing information handy for when I need to make any kind of transaction. 

This is a great place to keep information for a savings account that you can directly deposit money into from each paycheck.

Plus, one of our banks makes us create a new password every 60 days so I am constantly updating this worksheet otherwise I would be locked out of our account trying to remember all of our usernames and passwords.

HOW TO USE A BANK ACCOUNT INFORMATION WORKSHEET

The worksheet has a spot for the following information:

• Name

• Account type

• Account #

• Routing #

• Address

• Username

• Password

• Notes

Download a copy of my free Budget Binder to start using this bank account information sheet and start getting organized with all of your accounts.

Do you have several different bank accounts? Let me know in the comments below if you’ve ever used a bank account information worksheet.