How do I organize my important papers?

Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.

10 Best Tips for Organizing Paper Clutter

  1. Devise a color-coded filing system.
  2. Use your mobile phone.
  3. Go paperless with electronic bills.
  4. Skip junk mail altogether.
  5. Recycle paper clutter for good use.
  6. Consolidate with binders.
  7. Keep paper out of the way with an organization system.
  8. Make a date with paper.

Additionally, what are the 3 types of filing systems? Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.

Subsequently, question is, how do you organize personal documents?

To help make your personal files easier to find and file away, you’ll want to take some time and properly organize them. The exact system you use will be up to you.

Keep it simple.

  1. Only file away what you need.
  2. Avoid needless complexity in your file system.
  3. Throw away files that you are sure you no longer need.

Do I need to shred my utility bills?

After paying credit card or utility bills, shred them immediately. After one year, shred bank statements, pay stubs, and medical bills (unless you have an unresolved insurance dispute).

How do you organize files?

10 File Management Tips to Keep Your Electronic Files Organized Use the Default Installation Folders for Program Files. One Place for All Documents. Create Folders in a Logical Hierarchy. Nest Folders Within Folders. Follow the File Naming Conventions. Be Specific. File as You Go. Order Your Files for Your Convenience.

How do you organize your bills?

How to Organize Your Bill-Paying Process Find a Bill-Paying Station. Organize Your Paper Bills. Organize Your Electronic Bills and Statements. Schedule a Weekly Time to Pay Your Bills. Pay Your Bills. File the Paper Copies of Your Bill.

How do you organize bank statements?

Place the bank statements in the file folder in date order with the most current being the first in the file when you open it. Do the same for each account. Some may prefer to keep their bank statements in binders. Label the spine of the binder with the name of the account, account number and year.

How does Marie Kondo organize paperwork?

6 steps to organising paper, Marie Kondo style Identify papers and where you store them. We thought we don’t have much of them, but we do. Discard everything. Sort remaining papers into two categories. Put papers to be dealt with at one spot and a vertical organiser. File papers that must be saved according to frequency of use. Digitised papers.

How do you organize paper files?

Steps Gather all your materials. You need to compile all your paperwork before attempting to setup a proper system. Go through all the documents. This is the hard part of the process, but it is also a crucial step to becoming organized. Set up piles. Reduce as you see fit. Use manila folders. Transfer your piles.

Where should important documents be stored?

Where to Keep Your Important Papers Wallet. You are, obviously, very limited in what you can keep in such a small space. Safe Deposit Box. You can rent a safe deposit at your bank or credit union for a small annual fee. Home Box. Attorney. Out-of-Area Friend or Relative. Online or Digital Storage.

How long should you keep paperwork?

Generally speaking, hang onto bills and bank statements for at least two years, and insurance documents as long as they are valid. When it comes to tax-related paperwork like pay slips, P45s and so on, HMRC suggests keeping them for at least 22 months from the end of the tax year they relate to.

What documents should I keep?

Let’s start with the documents you need to keep physical copies of forever: Birth and death certificates. Social security cards. Pension plan documents. ID cards and passports. Marriage license. Business license. Any insurance policy (good to keep even if they have a digital copy in case problems come up)

How do you organize random junk?

Sneaky Ways to Organize Your Random Junk Create a Designated Drawer for Lids. Store Books in a Fresh New Way. Use Boxes for Photo Storage. Store Bulk Items in Glass Jars. Store Plastic Grocery Bags in Tissue Boxes. Hide Clutter in Tin Buckets. Keep Your Chargers Together. Use Sock Organizers for Ties and Belts.

What are the 5 basic filing systems?

Five basic filing steps are: Conditioning, Releasing, Indexing and Coding sorting.