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?
Be as you wish to seem -Socrates
The future depends on what we do in the present. - Mahatma Gandhi
Out of clutter find simplicity. From discord find Harmony. In the middle of difficulty lies opportunity - Albert Einstein
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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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.
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.
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)
I am on my way to better health!
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Fitness Minutes: (55,751) Posts: 1,930 12/20/12 2:35 P
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 :-)
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.
Celia Maintaining since May 19, 2012
current weight: 3.0 over
Fitness Minutes: (55,751) Posts: 1,930 12/16/12 8:18 P
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.
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