These are the major focus topics for my Family Management effort.
Financial accounts
- Vault: Obsidian linked notes
- Passwords: 1Password, vaults, users, categories, logins
- Accounts: Online access links, banks, credit cards, loans, insurance, taxes, social security, pensions, investments, house, cars, utilities.
- Budget: Accounts, categories, transactions
Paperless workflow
- Statements: Paperless notices, website downloads, document archives
- Websites: Accounts, transactions, preferences, contacts, help
- Workflow: Email, downloads, automation rules, archives
- Budget: Planning, reconciliation
Documents
- Documents: Digital file archives
- File Cabinets: Paper documents
- Estate Plan: Documents: vital, legal, financial, health, personal, insurance
- Personal Legacy: Photos, videos, audio, family history, genealogy, letters, obituary, memorial, cremation, burial
- Travel: Planning, cruises, trips
