Where’s My Desk Wednesday/Filing Categories

Last Where’s My Desk Wednesday , we started the first part of creating a filing system that actually works for you. I was going to dig into arranging your office, choosing the right filing products and categories this week, but…I am just dead tired and have absolutely no brain power today. I’m afraid whatever I ended up writing would not make a lick of sense. So, I will pick that up next week. But don’t worry, I am not going to leave you empty handed.

Thanks to my friend Greshen, over at Home Filing Made Easy, she has provided us with some categories for financially related paper work. Here they are:

Autos, Boats & RVs

Bank Accounts

Charities

Credit

Employment

Expenses (Employment & Miscellaneous)

Insurance (Autos, Boats & RVs)

Insurance (Health & Disability)

Insurance (Home & Property)

Insurance (Life & Annuity)

Investments

Medical Records

Personal

Real Estate

Residence

Retirement Savings

Schools & Childcare

Self-Employed

Social Security

Taxes (Income)

Warranties & Receipts

Wills & Trusts

Here’s a suggestion from her also:

We recommend that the bill paying system is separate (even though they can be stored in the same file container), with one file for the bills paid and one folder for each month where the paid bills go.

Thank you Greshen!

Before you go, here is a little information about her blog and business:

Organize every paper in the house with tips, links and observations to help
you finally take control of all that paperwork you’ve been meaning to get to.

Homefile Publishing sells kits to help you organize your personal financial papers. As an almost compulsive organizer I actually enjoy looking for new ideas, people and products that help with the process. I like solutions that are effective, easy to use and have a little style to them. Let me know your organizing secrets and I’ll pass them along.

Head on over to Home Filing Made Easy. There is a ton of good information over there! Thanks again.