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NEWJULIE2008's Photo NEWJULIE2008 Posts: 176
2/7/13 7:23 P

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I'm trying to get my paperwork controlled. I used to file everything in my file cabinet and at the end of the year go through it all and shred what I didn't need. but now I don't want to do all that filing...does anyone know if the scanned receipt is acceptable or do you still have to have an original receipt for tax purposes?

I like the idea of the boxes...do you have them organized inside? My husband has a lot of health issues so I have a lot of paperwork from all that. I need medical reimbursment for all his bills

as for my monthly bills I only keep the latest bill and shred the month before, because if a credit card company or utility needs proof of payment they could care less if you have your bill.
I used to have my bank statements ebilled but then realized if I need a copy I have to print them costing me money. so I file them with my taxes in case I'm audited.

what do you do with your menus...I have them in a binder but not sure if I really like it or not...I hate going through them and cleaning out the expired ones...any suggestions?

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ROSIEJ1942's Photo ROSIEJ1942 Posts: 9,474
2/4/13 2:58 P

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LILGETSFIT,,, some extra good ideas, I do the plastic filing boxes, with the hanging file folders, but not the receipts in a coupon filer, great idea. Thanks

Rosie

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LILGETSFIT's Photo LILGETSFIT SparkPoints: (9,266)
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2/4/13 1:57 P

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I use hanging file folders in plastic filing boxes. Receipts are filed in a coupon organizer until the end of the month, except for clothing or no food receipts. Those are pitched when they expire. (E.g., Target receipts expire after 90 days.) For recipes or magazine pages I want to keep, I put the page in a clear sheet protector and put that into a binder.

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BRENNA84's Photo BRENNA84 SparkPoints: (45,211)
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2/1/13 3:00 P

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okay thanx

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MBEEMOM's Photo MBEEMOM SparkPoints: (22,377)
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2/1/13 2:58 P

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I have a brother copier, scanner, printer and use paperport/scansoft.

~mbeemom


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2/1/13 2:00 P

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thanx so much. what do you use for scanning?

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MBEEMOM's Photo MBEEMOM SparkPoints: (22,377)
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2/1/13 12:20 P

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Receipts fade so I scan receipts for business or personal deductions and save to my Google Drive. I file the receipts by month. If I need to produce one, all I need to do is print it out.

I also scan my son's IEP's and Autism paperwork and throw out the original. It is a mess of papers. Again, I file by month.

I opted to not receive bank statements in the mail. Instead I will download at the end of the tax year and file electronically.

~mbeemom


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CMRAND54's Photo CMRAND54 Posts: 5,377
1/31/13 9:54 P

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I have boxes on shelving in the closet in my office. It's very easy and very neat. For example I have boxes labeled "pets", "cars", "taxes", "medical", "insurance", "appliances", etc. Some boxes are bigger than others. Every once in a while I go through boxes and pitch out stuff that is no longer needed. I get the boxes at the Container Store. Shoe boxes would do for smaller items like receipts or bank statements. Larger boxes are needed for appliance manuals. Make sure you label them.

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SEWISTLADY's Photo SEWISTLADY Posts: 274
1/31/13 9:22 P

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I have a 1 to 31 file where I file items that I need to be reminded about. Each day I look in the file for that date (January 31 is "31") and take care of whatever is in the file. There may be something in there to mail, a form to complete, coupons, notes to myself, etc. It works well for me. emoticon

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SBECKER526's Photo SBECKER526 Posts: 1,461
1/31/13 8:07 P

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I took over as president of a retiree group on January 1st. I want to keep my papers in order and have materials for my annual report that I must file with the state organization. I have a huge binder and one briefcase. I keep sheet protectors to hold communications and items for each subgoal and goal. I have a file for the emails for the retiree group and within it - folders for each key topic. I scan any document that I do not get electronically.

Yes, I back up my files weekly and also save them to a flash drive.

Edited by: SBECKER526 at: 1/31/2013 (20:08)
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BRENNA84's Photo BRENNA84 SparkPoints: (45,211)
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12/20/12 2:35 P

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I am thinking maybe of using an accordian AND a vertical filing boxes.

I NEED at least 3-4 filixing boxes but of the extensive paperwork for my kidz so I think it will also save time too.

thanx

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NOE1234's Photo NOE1234 Posts: 159
12/20/12 11:55 A

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I use three things for filing:

1) Binder set up as a tickler file 43 sheet protectors labeled 1-31 and 01(jan)-12(dec)
2) Accordion folder divided Jan-Dec
3) Drawer with 26 hanging files labeled A-Z

When a paper comes in the house it first goes in my tickler binder, when it's time to take care of the paper it either gets tossed or goes into the current month section of the accordion folder or filed into the A-Z drawer.

I'm a big fan of the tickler system and have a binder set up for all incoming things. I've been using accordion folders to file all bills by month. Jan-Dec In the past I had a folder for each bill category but that was too time consuming separating everything out. After I pay a bill I put it in the month section. 12 sections is alot easier to manage. For things that require there own place I have a drawer labeled A-Z. I make a manilla folder for that and keep it ordered by date, so it's easy to pull out.

This works for me, hopefully you see elements that might work for you. If you have any questions don't hesitate to ask :-)


MEDDYPEDDY's Photo MEDDYPEDDY Posts: 7,796
12/19/12 3:35 A

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I use two binders for bills every year. All other papers is a great mess..., one for the company, one privat


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TRAVELBUG12's Photo TRAVELBUG12 Posts: 5,888
12/19/12 1:21 A

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I scan as much as I can and keep it on the computer. I was a total paper pack-rat when I kept papers....

ROSIEJ1942's Photo ROSIEJ1942 Posts: 9,474
12/18/12 8:36 P

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What's a "vertical filing cabinet"?

Rosie

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Always leave loved ones with loving words, it may be the last time you see them.

Living one day at a time : enjoying one moment at a time: accepting hardship as the pathway to peace.

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CELIAMINER's Photo CELIAMINER SparkPoints: (157,941)
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12/17/12 10:06 A

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Mostly, I use the pile method (no winky emoticon, this is real). I do have a vertical file, but I clean out the old junk and file the new junk only when the piles become unmanageable. That has been a big issue in our tiny home office. One thing I started doing was tossing the utility bills into the shred bin once they were paid. I looked back and realized that not once have I ever been asked to produce utility bills, so at least they are no longer contributing to the teetering piles.

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BRENNA84's Photo BRENNA84 SparkPoints: (45,211)
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12/16/12 8:18 P

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okay cool. I have been considering getting 4 - vertical filing cabinet one for me and my hubby and then one for each of my kidz. they have autism - so they get TONS of paperwork. you have NO idea. omg.

so thanx.

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VENISEW1's Photo VENISEW1 Posts: 8,165
12/16/12 8:14 P

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I use a vertical filing cabinet & binders for a few things

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BRENNA84's Photo BRENNA84 SparkPoints: (45,211)
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12/16/12 8:13 P

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how do you file your paperwork?

do you have a special device that you use to scan it on to your computer?

do you use a vertical filing cabinet? binders?

would love to know.

currently I am using binders and its soooo time consuming.

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