How To Keep a Filing System

  • Filing cabinet, filing box or accordion file (If you’re single, you may only need an accordian file).
  • Hanging Filing Dividers (You won’t need these for an accordion file)
  • Manilla File Folders
  • File Tabs with Inserts
  • Black Sharpie
  • Paper Shredder
My filing cabinet needs an update!
  1. Figure out which categories you will need.
  • Take every single piece of paper that you have laying around and sort it into piles according to category. (Paystubs, resume, work info could go under work and insurance could go under either home, vehicle or insurance).
  • Before actually filing, go through the piles and figure out what you can actually discard (and then shred). (eg: Grocery receipts, old insurance policies, old bill statements).
  • Remember: the less paper, the better.
  • Banking (Bills, statements, credit card info, investments)
  • Business (for me, this is Youtube Info, Giveaway info, Posted videos, Blog/Website Info, Notes, Receipts/Expenses, Tax info, banking information)
  • Court Docs
  • Health (Health care cards, statements, receipts, bills)
  • Home (Projects, Mortgage, insurance policy, renovations, renovation receipts)
  • Insurance (Auto/Home)
  • Kids (Baby info, health info, school documents)
  • Manuals (Toys, electronics, Appliances)
  • Organization (blank work schedules, cleaning areas)
  • Receipts (Groceries, online, school)
  • Personal (Passport)
  • School (Yours or your kids, student loans)
  • Taxes (Keep 7 years worth)
  • Vehicle (Manuals, statements, loan documents, purchase agreements, maintenance i.e. oil changes)
  • Work (Paystubs, Resume/ Cover letters, important info, health plan)
  • Add tabs so they do not overlap, and each one is clearly visible.
  • Use sharpie to neatly write the category name on the tab.
  • Label neatly
  • Add your documents (for added neatness and organization, face all the documents front facing and in the same direction).
  • At the end of the year, or each January, go through each folder
  • Pull out and shred documents you no longer need (items that are no longer relevant going into the new year). Eg: Your vehicle info is important, but throw away expired insurance policies.
  • You have a choice when it comes to important documents you want to keep from year to year. You can keep them in the filing system, or pull them out and put them in a storage box in your basement or storage space. Generally, items I would want to be able to access from time to time, (like student loan documents or taxes) I will keep in the filing cabinet, and everything else will go the basement. That way, you still have the important info on hand, but it’s not taking up space in your filing area.
  • NOTE: I always keep 7 years of tax info on hand at any given time.
  • NOTE: Most companies offer a digital document delivery option. Consider keeping these on a hard drive, or an e-mail folder and discard after the appropriate time.
  • REMEMBER: The less paper that enters the house, the less you have to deal with. Also, not printing saves money and trees!!!

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Sandra Dahl

Sandra Dahl

201 Followers

My name is Sandra, and I started my online presence as a content creator on Youtube. I have two channels now and also a Blog on my website at www.sandradahl.ca.