Care recipient (cr) with poor memory or organization problems may want help budgeting

Try: #review the cr’s current spending and regular bills to create a realistic budget #make a written plan to pay bills related to housing utilities health food and transportation write a list of all bills to be paid for each month or quarter and check each bill off as it is paid agree on a monthly allowance for free spending and break that into weekly portions keep the weekly portions in separate envelopes labeled week 1 week 2 etc #review last month’s and next month’s budgets at the end of each month and adjust as needed look at the last bank statement the checkbook or bank book and all receipts for the previous month during the review #if money is unaccounted for consider keeping all receipts even for small purchases #receipts can be kept in the allowance envelopes used each week and added up at the end of each month

Materials: Caregiver pen and paper four or five envelopes bank book current bank statement

Categories: Cognitive Intellectual, Financial, Some Supervision, Cognitive Awareness, Fully Aware, Somewhat Aware, Long-Term Memory, Good L T Memory, So-So L T Memory, Poor L T Memory, Short-Term Memory, Good S T Memory, So-So S T Memory, Poor S T Memory

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*This information is listed as a Tip and is not explicitly medically licensed

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