Doing a Home Inventory

What this episode covers

Marty, Bob, Charlie, Peter and Chris speak about they way they manage home inventories with technologyWhy bother with a home inventory? Insurance claims, estate planning, moving, or just peace of mind. Technology makes it far easier than paper lists.Simple Starter Tools• Notes with checklists + photos• Numbers/Excel spreadsheet with columns for item, purchase date, value, serial, photo linkDedicated Apps• Sortly, Encircle, Home Inventory (barcode scan, cloud sync, export for insurers)• Use Reminders/Calendar for periodic update nudgesPhoto & Video Methods• Quick narrated room walk-through videos• Albums in Photos by room (e.g., “Kitchen Inventory,” “Electronics”)Smart Receipts & Docs• Scan receipts to Files/Dropbox• Keep high-value appraisals and warranties with items5-Minute Setup Before You StartPhone: Ensure iCloud Photos on; create “Home Inventory” albums; enable dictation for quick notesMac: Set up “Home Inventory” folder with subfolders by room; store a template sheetInput tips: Label photos (“Living Room—Sofa”); drag photo links into your sheet/notesSafety PSA (60 seconds)• Keep at least two backups (iCloud + external drive)• Store inventory separate from passwords/financials• Share only with trusted family/insurerHow-To Resource Links• Insurance Information Institute — How to create a home inventory: https://www.iii.org/article/how-create-home-inventory • Ready.gov (FEMA) — Document and Insure Your Property (PDF guide): https://www.ready.gov/sites/default/files/2020-03/ready_document-and-insure-your-property.pdf • Consumer Reports — Why You Should Do a Home Inventory Now: https://www.consumerreports.org/home-garden/home-organization/why-you-should-do-a-home-inventory-now-a2524881766/• State Farm — How to create a home inventory (updated guidance): https://www.statefarm.com/simple-insights/residence/home-inventory-how-to-create-one • NerdWallet — Best Home Inventory Apps and Templates: https://www.nerdwallet.com/article/insurance/home-inventory-app-template“Under my roof” apphttps://apps.apple.com/us/app/under-my-roof-home-inventory/id1524335878Email us at [email protected]: https://www.thepodtalk.net

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