What is the best way to keep track of finances, etc. when involved in a "5 yr. look back?"

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ange02 Asked October 2012

What is the best way to keep track of finances, etc. when involved in a "5 yr. look back?"

I use credit card, cash, check account. I find that I have too many cash slips , etc.
There must be a better method to keep all of this where it would be easier to manage.
Are small purchases whether cash, check or credit important to save?
5 years worth seems like too much to keep track of.
Most times there isn't a day that goes by that I don't buy ( via credit or check ) or pay cash for something , many are very small purchases ( $5-30. )
thank you.

Medicaid

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The Elder Law Attorney we spoke with said that Medicaid isn't so much worried about day to day expenses - they look for BIG expenditures and transfers of funds, etc. For us, our online bank statement allows me to write in the 'register' what each expenditure is for and then I print it out each month. Any larger purchases - just keep the receipt with the monthly bank statement.

Others may have a better way - this is just what we do. Avoid 'co-mingling' the money or spending it on yourself.

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What is the best way to keep track of finances, etc. when involved in a "5 yr. look back?"

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