Get More of Your S*** Together: January

Let’s follow up on all the things we didn’t quite get to in 2019 and keep each other accountable for new to-do items. This is an unofficial thread, but there will be badges and weekly check-ins on our progress.

First post will be your List O’ Shit. Feel free to add to it as the month goes on.

Original December challenge:

3 Likes

I’m in. Yesterday I took care of a massive one, and I want to keep rolling with the momentum.

Shit to do:
Update all passwords and set up a password manager (DONE 1/1)
Check credit reports
Freeze Latte’s credit (twisted world that Apparently I have to do this…)
Order second birth certificate for Latte
Get passport photo for Latte
Get passport appointment for Latte
Double check SirB and my passports are both current
Try to piece together 2019 spending (mint broke, so it’s not possible from there)
Piece together a tentative 2020 budget
Get all paperwork together for 2019 taxes as it comes available (that’s our usual division of labor- I keep all paperwork sorted and get everything ready, and SirB does the actual taxes)

That’s what I’ve got so far.

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We’ll give out badges for this month - just no stickers!

Roll over + a few new tasks:

  • Figure out timing and trains for skating in suburbs
  • re-enroll in copay assistance
  • product change BOA card
  • Get schedule locked down between new jobs
  • find editor for show
  • find someone to do show notes
  • book flight + register for sectionals
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Priority

  1. pay for victoria trip
  2. Transfer HSA again
  3. Mail docs for second unclaimed money deal
  4. Research and buy fancy electric toothbrush :orange_circle:
  5. Send in rebate for waterpik
  6. Party prep
    a. Buy thrift store blankets
    b. Invite extra people :orange_circle:
    c. Buy hot cocoa supplies
    d. Create meetup event
    e. Wash backyard chairs
  7. Write letters (therapy) - due by Jan 17
  8. Renew passport
  9. Put die hard shirt on BN - pending pickup :orange_circle:
  10. Create rough draft camp mustache presentation - inside how to zine for basic activism
  11. Put off season clothes in storage
  12. Get string lights back - after Seattle
  13. Indivisible
    1. Contact friend @ organizing :white_check_mark:
    2. Review existing docs
    3. Edit/create docs
  14. Return 3 bike share bikes to racks
  15. Review blues volunteer docs
  16. Test thyroid again - on calendar for Jan 29

Backlog

  1. Sell bloomingdales card Find something useful to buy at Bloomingdale’s because I can’t sell a card with an expiration date…
  2. Finish 2018 state taxes
  3. Make decision on old pension (need to understand tax/MCD elig hit)
  4. Sign up for TD card bonus - website doesn’t work
  5. Call BoA to confirm sign up bonus for Amtrak card
  6. Planet Granite: Free week trial
  7. 24 Hr Fitness: Free 3 day trial
  8. Make cheat sheet for Beyond Beautiful
  9. Change Sprint autopay to REI card ?? need to research phone protection plans
  10. Email contact from old job
  11. Maybe look into local political jobs
  12. Set up autopay on REI on next manual payment (orr just don’t use it anymore? no balance currently)

Done

  1. Set up Ally savings account
  2. Buy return bus ticket to Seattle
  3. Credit Cards
    1. Get new double cash card sent :white_check_mark:
    2. Check annual fee on Venture :white_check_mark:
    3. Update autopay settings on Venture :white_check_mark:
    4. set up autopay for double cash - carried over from old card :white_check_mark:
    5. Update account alert settings for double cash card :white_check_mark:
    6. Update address w/ Amex - first find blue cash card?
  4. Figure out Zelle/Chase/Ally/pbk transfer situation
  5. IRA
    a. Make final 2019 Roth IRA contributions :white_check_mark:
    b. Switch $4,000 Roth contribution from 2020 to 2019 - LOL after two calls and an hour on the phone, I found out I can change the contribution year myself online :white_check_mark:
    c. Transfer leftovers to checking/savings :white_check_mark:
  6. Buy B12 supplement :white_check_mark:
  7. hang up goals calendar
  8. Set up personal development book club/accountability group
    1. Ask library about options
    2. Reddit
    3. Meetup :white_check_mark:
1 Like

To do

  • Finish removing passwords from Google password manager
  • Send tax documents to accountant, mine + partners
  • Drop off 1 load of electronics waste at recycling centre.
  • Buy an overlocker.
  • Make a Family Folder and a Go Bag. Got bag, got folder, putting it all together next week. Ordered the extra stuff I needed for emergencies.
  • Obtain or order all items required to make school & work lunches
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To do:

  • Deposit savings bonds
  • Inventory pantry:
    Dry goods :white_check_mark:
    Freezer :white_check_mark:
    Homemade preserves
  • Pay estimated taxes
  • Open a show
  • Buy a bike
3 Likes

I wasn’t part of the December thread, but I’m joining this one. Currently reviewing my to-do list to pick a challenging but feasible task list for January.

Do you know if it costs $$ to drop off e-waste? Our council pickup is in two months and that feels like a long time to store both a dead microwave and a dead fan. If there’s no charge, I totally want to get that done this weekend.

2 Likes

@LadyDuck never mind - I looked it up on the website and it is indeed free! Woot!

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I’m in. Starting my list, but may add more later.

  1. Figure out problem with husband’s My Social Security and get him set up there/ deal with fraud if we have to
  2. Combine checking accounts
  3. Get new credit card set up on bill pay
2 Likes

Shit to get done in January:

  • Drop e-waste off at the recycling centre
  • Hang new mirror and give away old mirror
  • Glue frames back onto both bathroom mirrors
  • Hang two photos that are framed and ready to go
  • Sort out my Dad’s photos so we have a collection ready to be scanned
  • Make ollas with the supplies I’ve already purchased
  • Catch up on shredding (completely clear existing pile)
  • Check my ‘shelter in place’ supplies to see what needs adding or replacing
  • Purchase (in person or online) supplies needing to be added to our go-bags and ‘shelter in place’ supplies
1 Like

This was super helpful last month, so I’m in.

  1. Finish filing 2019 papers - school and medical
  2. Cancel cable (has been on my todo list for 2 years…)
  3. Clothing donations (three separate dropoffs for specific items)
    a. general
    b. uniforms
    c. suits
  4. Pay state estimated taxes for 2019 (due Jan 15)
  5. Find next cc bonus (maybe CIP?)
  6. Make travel arrangements for Feb trip
  7. Prep two rooms of basement for reno (stretch goal: all 3 rooms)
  8. Undo Roth IRA contribution
  9. Find brokerage/bank that can handle my weird rollover needs.
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I need accountability

  • Send the email to family friend about how much he owes me for web hosting and say that I am not able to update his site - he should find a student who needs a portfolio piece or something for a resume.

  • figure out why automated withdrawals and matching aren’t happening and get them started

  • make a list of things that I could get a handy person service to do and book it as an early bday present

  • bubble wrap painting dealt with

Stretch goal - professional headshots

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I really need to figure out my job situation. I am floundering a bit. I basically don’t want to continue with my current job but am not sure what I want to do next, so it’s a total champagne problem. But, I think without some external declaration I’m going to continue to stick with what I have. Gah, ok so I guess by the end of January it would be nice to have some kind of job goal/timeline sorted. I have no idea where to start at the moment…but maybe declaring it here will help?

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#1 is done! :heavy_check_mark:
Being a giant government bureaucracy, they provided no info or speculation on wtf was wrong with their system to begin with, but they set up hits online account in the office at the cost of only a single morning.

5 Likes

Week 1 check in: I’ve done none of these things.

  1. Finish filing 2019 papers - school and medical
  2. Cancel cable (has been on my todo list for 2 years…)
  3. Clothing donations (three separate dropoffs for specific items)
    a. general
    b. uniforms
    c. suits
  4. Pay state estimated taxes for 2019 (due Jan 15)
  5. Find next cc bonus (maybe CIP?)
  6. Make travel arrangements for Feb trip
  7. Prep two rooms of basement for reno (stretch goal: all 3 rooms)
  8. Undo Roth IRA contribution
  9. Find brokerage/bank that can handle my weird rollover needs.
  10. Fix school funding issue :new:
  11. Drop off glass and cardboard recycling :new:

Week 2 plan: A few things must be done this week, namely paying state taxes and addressing the school funding issue that I learned about today. I’d also like to drop off the general donations (since I’ve counted them in 2019 decluttering), make my travel arrangements, and file those papers so I can have my dining room table back. That shouldn’t be too much for a week.

Jan 7 Update

I got a lot done! Goals for the next week marked with :exclamation: , in progress is :orange_circle:

Tomorrow is going to be accountability buddy day. Indivisible doc review and therapy letters.

Priority

  1. Transfer HSA again
  2. :exclamation: Mail docs for second unclaimed money deal :orange_circle:
  3. Research and buy fancy electric toothbrush :orange_circle:
  4. Send in rebate for waterpik - find receipt?
  5. Party prep
    a. Buy thrift store blankets I think I have enough, but still need to wash blankets/sheets
    b. :exclamation: Invite extra people :orange_circle:
    c. Buy hot cocoa supplies
    d. :exclamation: Create meetup event :white_check_mark:
    e. Wash backyard chairs
  6. :exclamation: Write letters (therapy) - due by Jan 17
  7. Renew passport
  8. :exclamation: Put die hard shirt on BN - pending pickup :orange_circle:
  9. Create rough draft camp mustache presentation - inside how to zine for basic activism
  10. Put off season clothes in storage/give shit away :orange_circle:
  11. Indivisible
    1. Contact friend @ organizing :white_check_mark:
    2. :exclamation: Review existing docs :orange_circle:
    3. Edit/create docs
  12. Return 3 bike share bikes to racks
  13. Review blues volunteer docs
  14. Test thyroid again - on calendar for Jan 29

Backlog

  1. Sell bloomingdales card Find something useful to buy at Bloomingdale’s because I can’t sell a card with an expiration date… Or buy to resell on eBay

Done

  1. Set up Ally savings account
  2. Buy return bus ticket to Seattle
  3. Credit Cards
    1. Get new double cash card sent :white_check_mark:
    2. Check annual fee on Venture :white_check_mark:
    3. Update autopay settings on Venture :white_check_mark:
    4. set up autopay for double cash - carried over from old card :white_check_mark:
    5. Update account alert settings for double cash card :white_check_mark:
    6. Update address w/ Amex - first find blue cash card?
  4. Figure out Zelle/Chase/Ally/pbk transfer situation
  5. IRA
    a. Make final 2019 Roth IRA contributions :white_check_mark:
    b. Switch $4,000 Roth contribution from 2020 to 2019 - LOL after two calls and an hour on the phone, I found out I can change the contribution year myself online :white_check_mark:
    c. Transfer leftovers to checking/savings :white_check_mark:
  6. Buy B12 supplement :white_check_mark:
  7. hang up goals calendar
  8. Set up personal development book club/accountability group :white_check_mark:
  9. Ugggh make Roth contribution again. Something got messed up.
  10. :exclamation: pay for victoria trip
  11. Call Amazon for prime cancellation and refund. Cancelled online, refund should be processed within a week

:white_check_mark: Figure out problem with husband’s My Social Security and get him set up there/ deal with fraud if we have to
:slightly_frowning_face: Combine checking accounts
:slightly_frowning_face: Get new credit card set up on bill pay (shit, I need to do this today)

New items

  • Do payment certification for PSLF one last time before the big push for forgiveness this summer
  • Do annoying overdue writing thing for work before someone notices it’s late
  • Clean out that freezer and chuck things we really aren’t going to eat to facilitate eating it down enough to defrost
2 Likes

Checked on the new credit card, but the first statement hasn’t generated yet. I had to make a phone call like a heathen to determine this. Now I wait for a statement before I can do anything as the information that came with the card is not what I need to set up payment.

none of these things are done. I did put together the new mirror with the Shadowy One last night, and I did the paperwork required for a portion of my bonus that won’t vest for 2 years.

  • Send the email to family friend about how much he owes me for web hosting and say that I am not able to update his site - he should find a student who needs a portfolio piece or something for a resume.
  • figure out why automated withdrawals and matching aren’t happening and get them started
  • make a list of things that I could get a handy person service to do and book it as an early bday present
  • bubble wrap painting dealt with

Stretch goal - professional headshots

Jumping in a little late;

Shit I need to get done;

  1. Cancel Gym membership
  2. Change name with bank and get new debit card
  3. Set up automatic investing in Vanguard (Withdrawel from bank to settlement account is set up but I need to figure out the part were the money goes from the settlement to the investment account)
  4. Cancel Chase Sapphaire card
  5. Check status of earning American Airlines CC sign on bonus
1 Like