*NEW* Moving to a New Platform for Courses & Programs
We’re moving all our programs over to a new platform - see this blog post for full details.
As an existing customer you qualify for a free upgrade.
To access your free upgrade please visit this page to get your upgrade link.
Welcome back to 30 Days To An Organized Home (also known as the 30-Day Organize-athon)!
In today’s 5 minutes we’re going to express-organize your paperwork.
Ready, set, organize!
If you’re signed up and logged in then today’s task will appear below.
Not signed up? Join us now. Complimentary for Premium Subscribers.
4 thoughts on “Day 14: Organize Your Paperwork”
Our group responses are as follows:
Gather all the paperwork from around your home
Sort all your paperwork into 3 categories:
Action Pile: Papers that need your immediate attention – look for bills, school notices, invitations, current sale ads, appointment notices etc.
File Pile: Papers that need to be filed – look for current warranties, tax info, insurance notices, important receipts, medical information, leasing info, bills, bank statements, legal documents, pet records & receipts, family records & receipts etc.
Discard Pile: Papers that you don’t need – look for junk mail [shred or tear your address], notices for past events, random scraps of paper, expired warranties, outdated& unwanted advertisements, etc. Eliminate your address on your prescription bottles by using a permanent marker
Important documents to keep track of & placed in a secure place: rental contracts, Automobile information, Bank account numbers, Birth certificates, Credit card numbers, Deeds if you own property, Diplomas, Divorce documents, Important receipts, Instructions, Insurance policies: home, car, health, pet, renters; Loan agreements if you have one, Marriage certificate, Medical records including current prescriptions, Mortgage agreements if you own property, Passports, Passwords in a safe location, Pet documentation, PIN numbers in a safe location, School transcripts, Service contracts, Tax returns (last 5 years), Warranties, and Wills
I had so much paperwork on my desk at work. I’m rally trying to go paperless so I made my work space lighter. Tonight I will do some more personal. I need a system for medical. I will create a binder for it and also my car.
My group is identifying on which pile each piece of paper belongs as follows:
Action Pile: Papers that need your attention – look for bills, notices, invitations, etc.
Our Action File: Clean out existing files, sort new documents then file the new documents.
File Pile: Papers that need to be filed – look for warranties, tax info, insurance notices, important receipts, medical information, leasing info, current bills etc. Current papers you need for general projects, reference or tax/accounting reasons*. When you’re done: Place the File pile & Action pile neatly on your desk or near your desk. Take your File pile over to your filing drawer or cabinet, & put everything away.
Discard Pile: Papers that you don’t need – look for junk mail, notices for past events, random scraps of paper, etc. Eliminate your address or prescription bottles by using a permanent marker
Discard/Shred Box: Papers you don’t need that contain financial, personal, or there sensitive information. If you don’t want your addresses in the trash shred or rip it up.
Recycle Box: Papers you don’t need that don’t contain financial, personal, or sensitive information.
Archive Box: Old papers you need for reference, legal documents, warranties or tax/accounting reasons* that can be stored offsite/out of reach.
*There are always exceptions to the above rules.
Keep it moving and don’t overthink. If you’re really in doubt about something, put it on your Action Pile to consider when you have more time.
Is there a five year version of this task?!*@**!?