Keeping track of one's financial events always a good thing and my challenge has always been remembering dates - as a teen I couldn't remember a single girl's birthday and now as an adult, I cannot remember the maturity dates of my FMPs and my bond expiry dates. Given this, I decided to institute an universal distributed calendar on Google where I can have all key financial events entered in there. I picked google calendar since it allows for a centralized calendar, allows addition of tasks from remote software clients and also integrates with Outlook. So here is my setup and how I use it. YMMW.
- Mozilla Sunbird at home with remote google calendar configured at home
- Outlook calendar at work synced to google calendar one way (I dont want my work events to get into this calendar) using Google calendar sync
- Repeated Events
- Credit card payment reminders
- School fees and other such stuff
- Reminders of events at school (I never said you have to use it only for finance !)
- Insurance payments
- One off Events
- FD maturity dates
- Other long term investment maturity
- Completion of any investment plans (STP/SIP etc.,)
- PPF event dates (5 years, 7 years etc.,)
- Other key events that you want to remember