The first step towards gaining control of your finances is to get organized. In this section, we show you how to
use the Juggling Duck Financial Organizer to implement a filing and retrieval system for your tax-related records
(Step 1.1). We also have you create a "bill box" (Step 1.2), a simple system for organizing your bills, and receipts.
Finally, you will create a comprehensive list of your financial accounts (Step 1.3), a monthly bill payment schedule
(Step 1.4), and a financial calendar and "to do" list (Step 1.5).