The credit card bills are automatically paid by bank transfers every month so I don't need to do anything.
But I need to review the bills for every card, in case there are errors or fraudulent transactions -- though there haven't been any in the past.
A recurring task or calendar event has not worked for me because sometimes I forget how long ago I've checked the statements (was it last month or two months ago? oh heck, I'll put off for another month.)
How would one set up a task or reminder in the GTD system to catch up with the bill review?
One way I could think of is to create one task per month, in a list. Then set the due date to the date of the bill:
[ ] Review Card A Jan 2023 Statement (due 17-Jan-2023)
[ ] Review Card A Feb 2023 Statement (due 17-Feb-2023)
[ ] Review Card A Mar 2023 Statement (due 17-Mar-2023)
.
.
.
Then put all these in a separate folder (I use Todoist with a Project called "Tickler File".)
Or is there a more clever / neater GTD-way of doing this?
But I need to review the bills for every card, in case there are errors or fraudulent transactions -- though there haven't been any in the past.
A recurring task or calendar event has not worked for me because sometimes I forget how long ago I've checked the statements (was it last month or two months ago? oh heck, I'll put off for another month.)
How would one set up a task or reminder in the GTD system to catch up with the bill review?
One way I could think of is to create one task per month, in a list. Then set the due date to the date of the bill:
[ ] Review Card A Jan 2023 Statement (due 17-Jan-2023)
[ ] Review Card A Feb 2023 Statement (due 17-Feb-2023)
[ ] Review Card A Mar 2023 Statement (due 17-Mar-2023)
.
.
.
Then put all these in a separate folder (I use Todoist with a Project called "Tickler File".)
Or is there a more clever / neater GTD-way of doing this?