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FKM — Family Knowledge

Family Management - Topics

Focus on accounts, workflow, and documents

,   and  Doug Warren
1 min read

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

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