Use this planner to keep track of your account balances month to month. This allows you to have a way to track growth and additions to each of your accounts.
In the first column, write down the owner of each account listed above. For example, for husband and wife, Mike and Mary, Mike has a 401k at work and Mary has a Roth IRA. You would put Mike and Mary in the owner category, respectively, for each account column.
At the beginning of each month and at the end of each month, add in the balances. List any contributions made, so you can better track your returns on the investments in these accounts. From year to year, you will have a way to track grown and contributions, which could be helpful for taxes in future years as well.
