Fill out all the financial info below, then figure out which accounts you want to keep and which ones you want to merge. Circle the keepers and cancel the others. Use the second sheet to keep track of your updated info.

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Before: His & Hers

• Checking Account Number
• Balance

• Savings Account Number
• Balance

• Savings Account Number
• Balance

• Investment Account Number
• Balance

• Credit Card #1 Account Number
• Balance
• Interest Rate

• Credit Card #2 Account Number
• Balance
• Interest Rate

• Car Insurance Account Number
• Payment

• Life Insurance Account Number
• Payment

• Health Insurance Account Number
• Payment

• Loan Account Number
• Payment
• Interest Rate

After: Our

• Checking Account Number
• Balance

• Savings Account Number
• Balance

• Savings Account Number
• Balance

• Investment Account Number
• Balance

• Credit Card #1 Account Number
• Balance
• Interest Rate

• Credit Card #2 Account Number
• Balance
• Interest Rate

• Car Insurance Account Number
• Payment

• Life Insurance Account Number
• Payment

• Health Insurance Account Number
• Payment

• Loan Account Number
• Payment
• Interest Rate

See More: Money Q&A