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BohoPhoenix t1_j2b5cdv wrote

  1. Update the monthly net worth and expense tracking spreadsheet
  2. Build a Sankey and evaluate spend for budget adjustments
  3. Reset passwords for all financial sites, plus a few other misc. sites
  4. Export statement history for the year for tax advantaged accounts
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imhere-because t1_j2dqe65 wrote

Make sure Multi Factor Authentication is enabled on all accounts

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