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Trying to Get Organized

March 21st, 2012 at 09:34 pm

I am feeling a lot better, but still have not gotten caught up to my usual level of organization. However, I am making a bit of progress. In the past 2 days, I have:

1. Paid my electric bill. A day late! Thank goodness I thought of it yesterday. I ran down to their office, without my bill (can't find it) and paid. I am expecting a $5 late fee to be added to my account. Frown

2. Paid my home telephone bill.

3. Called to cancel my home telephone. (With nephew gone, there is just no need for it.)

4. Returned my Chase Southwest card with a note to please close the account. (Opened for one-time rewards.)

5. Returned my Discover More card with a note to please close the account. (Opened for one-time rewards.)

6. Transferred the $1500 in my Chase checking account (part of my EF, opened to take advantage of a free money offer). It's been 7 months, and I was only required to have it open for 6 months. Once the transfer is posted on the receiving end, I will close the account.

7. Balanced my regular checking account.

8. Did a wallet sweep and chipped $3.29 to my mortgage. Compared what I have actually paid to what I have been scheduled to pay, and was pleased to notice that....I am nearly 1k ahead of schedule!

9. Got my bill book up-to-date.

10. Called Edward Jones (our Simple IRA custodian) rep to get my contribution deposited in Jan 2012 reclassified. They called it a 2012 contribution, so their records of my 2011 contributions did not match my W-2.

My balanced bill plan with my local electric company has just adjusted up, from $132 to $238. I'm not surprised, I knew $132 was too low.

My balanced bill plan with PG & E has just adjusted up, from $54 to $78. That one did surprise me, I thought $54 was plenty.

I'm hoping to be completely organized by the end of the month. We'll see.

3 Responses to “Trying to Get Organized”

  1. mjrube94 Says:
    1332365881

    If you get the $5 late fee call and ask to have it waived. Worst case they say no, best case they don't charge you...

  2. Beawealthywarrior Says:
    1332387012

    I got the Chase checking offer as well..thanks for the reminder

  3. HouseHopeful Says:
    1332418086

    I would be careful returning the cards. I"m assuming you mean you mailed them back to the companies. This leaves the credit cards open to potential theft. THe company has no need of them and you can just request in writing to have the accounts closed without mailing the card. All you have to do on your end is cut up the card.

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