Information Technology Certifications and Course Tracking
Certifications – CPR
College admission process tracking, with signup and submission deadlines
College Process – when should have done ACT, SAT, transcripts due, etc.
Events / Holidays /Occasions
Reminders to buy Christmas presents or birthday presents, Religious Holidays, i.e. Easter or Jewish Holidays
Prep for the Holidays, Christmas lights, buy a pumpkin, put out seasonal decorations or flags
Plan birthday parties
Send out Holiday Cards
Anniversaries, birthdays, Weddings
Reminders to send cards or gifts for occasions on a regular basis
Upcoming concerts to buy tickets way in advance
Cutoff dates and deadlines for events, RSVPs, etc.
Mother’s day flowers (where the date changes every year)
Wedding anniversaries
Weddings planning
Reminder for Clock changes for Daylight savings time and back.
Thanksgiving dinners preparation shopping lists etc.
Holiday Shopping Lists
Mother’s day brunch reservations
Birthday dinners, dinner reservations
Anniversaries
Charity giving
Funerals
Funeral Arrangements, Burial plots, etc
Lots of task items under Funerals
Easter, Religious Holidays
Purchase Gifts i.e. Easter Baskets, Eggs for Color, Pumpkins
Go to Church
When to change the holiday flag. When to put out the country flag on particular holidays
Financial
Get annual rebate check from Costco or others
To do their taxes
Save all 1099, W-2 Forms for proof of employment and for tax purposes
Store Receipts that are for taxes
Bank Accounts
Checking accounts
Savings accounts
Money market accounts
Certificates of deposit (CDs)
Debit cards
Credit Cards
Property taxes
Estimated Tax Payments
Account and Card numbers with Expiration date
Recent financial account statements
Login and password information for online account management
Home mortgages or loan
Past Tax Returns
Most recent W-2 forms or federal self-employment tax return
Income tax returns for the current and previous year, including 1040 variations and 1099s, if applicable
Tax related items like invoices and receipts
Gift documentation for tax returns
Pension Plans And Retirement Benefit Information
401(k) or 403(b) plans, IRAs, Roth IRAs, Simplified Employee Pension (SEP) plan
Reminder to make tuition or other payments when required
Sell off losses on stock before the end of the year
Certificates of Deposit (CDs) that are at the end of there period, or 20-year savings bonds that are no longer receiving interest.
Tuition payments
Retirement of when to take Minimum 401k distribution
Track when to apply for Medicare 3 months before age 65
Reminders when to apply for Social Security for Retirement
Credit card expiration dates or promotional rate expires
Track all bills that are set up for AutoBill pay so that you know to change them before the credit card expires * Nice tracker
Track all bills that are automatically paid from a checking account, so can send informational only reminders when they are due so have enough in checking account
Investment Portfolios
Stocks
Bonds
Mutual funds
Trust Fund
Accountant
General
Organize all of the important documents
Agreements that expire
Signup for services that are on a free trial and need to cancel before then
Fantasy football leagues
Track special offer expiration dates such as a Groupon that will expire so must use by a certain date.
Store a coupon or gift certificate that is expiring
Safe Deposit Box
Replace emergency supplies such as Water Jugs, Food, or other items that expire over time
Class Action Lawsuit tracking for equipment and item recalls, vehicle warranties and recalls, and other items
Gifts & Donations
Reminder to make annual charity gifts
Annual Donations
Government
Drivers License
Non-drivers license or ID Card
Department of Defense ID
Passports
Visa renewals
Work permits or Work Visas, Work ID
TSA and Global Entry Renewals
Immigration and Citizenship documents and steps
Track the last time you did Jury Duty and make sure you are not called too early to do it again
Track Military Service, Branch, Rank, Years served, Discharge papers and date, and Deployments with dates, units
Track Military accommodations, medals, uniform, weapons
Track legal items, speeding tickets, parking tickets, etc.
Keep Birth, Wedding, and Death Certificates
Social Security Cards and associated information
Armed Forces discharge papers
Birth certificates
Death certificate
Marriage license and marriage certificates
Divorce certificates
Notify yourself when you are off probation for getting a ticket or other offense
Reminder to make annual charity gifts
Annual Donations
Health, Fitness & Medical
Replace Toothbrush every 3 months
Automatically Renewing Medications
Names of medications
Name of the pharmacy where medications are renewed
Name of doctor who prescribed medication
Changing razor blades
Changing toothbrushes or electric toothbrush heads
Tracking Blood donations
Dental: When is the next dental appointment?
Dental: When was my last Dental Appt, when did I have x-rays or an exam last
Dental: When was particular dental work done, i.e. time since the last crown was put in
Dental: Time had specific dental work or a procedure
Dental: The time needed in advance to schedule the next dental appointment
Medical: Track medical history and associated documents