-
I do both.
I keep both digital and physical banking records for my personal & business banking.
For the paper stuff, I keep it all organized in a filing cabinet and the first thing in it is a clipboard with a list of accounts and details and a page I keep updating just for 5/24.
I also have a listing in my phone’s notes app for 5/24 too in the event I’m on the road when a great offer comes along.