It is so confusing to find a paper that y ou need. Most people file "last date on top" and end up with a whole pile of miscellaneous information. A better way is to buy a box of manilla folders ($5-6) and make up file folders and store in a box, a filing cabinet, or a drawer. Nothing is worse than needing a document and being faced with a huge stack of mismatched papers. Here is a general outline for making up your files. Use this list as a beginning and then add whatever your household needs to keep organized:
A General
Address Lists
Automobile -1
Automobile -2
B General
Bank - Checking
Bank - Savings
Bank - Debit Card
Bank - Credit Card (if at a bank)
Birth Certificates
Budget Plan/Finances planning
C General
Child #1 _______
Child #2 _______
Child #3 _______
Civic Association
Contributions
Credit Card #1 ______
D General
Doctor/Dental
E General
Employment records #1 _____
Employment records #2 _____
F General
G General
Gift information (family and friends)
H General
Home General
Home - Appliances & Equipment Warranties
Home - Small appliances, toys, etc. warranties
Home - Gas
Home - Electric
Home - Telephone
Home - Cell phones
Home - Mortgage Company
Home - Yard and Gardening
Home - Previously sold properties
I General
Immunization records
Income Tax - previous years
Income Tax - this year
Insurance - Automobile
Insurance - Home
Insurance - Home contents (or renters insurance)
Insurance - Life #1
Insurance - Term
Insurance - Medical
J General
K General
L General
M General
Magazines, newspapers & Associations
N General
O General
P General
Powers of attorney
Q General
R General
Retirement information
S General
Safe Deposit Box information
School Information
Social Security Information
Stocks, Bonds & Royalties
T General
Travel
U & V General
Veteranian
W General
Wills (copy)
X - Y - Z General
Use whatever files benefit your home system Add your own file needs to this list, cross off what you don't need and then assemble your own filing system.
** Another really important organizational item for me is to have a "bill box" - a specific place where all important mail (bills, checks, short term special information) is put immediately upon entry to the house. It should be an important hands-off location that no one messes with. It saves so much time and anxiety when its time to pay the bill or execute the action.
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