*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 to Mission 9 of our 52 Get Organized Missions.
If home office organization is the bane of your life, you’re going to love this mission! One of the main causes of a disorganized workspace is paper accumulation – which usually happens because the filing system is over-complicated or non-existent.
So in this Get Organized Mission we’re going to create a super- simple filing system – one that makes it easy to put papers away, and also gives you confidence that you’ll find things when you need them.
And remember – it is only 30 minutes.
If you’re signed up and logged in then today’s task will appear below.
Not signed up? Join us now. Or complimentary for Premium Subscribers.
3 thoughts on “Mission 9: Filing System Nirvana”
Our group responses are as follows: Our 5 categories would be as follows:
Bills & Banking in Green Folder:Bank Accounts keep for 1-3 years; Mortgage until it is paid off; Credit Cards keep statements for 1-3 years; Investments until they expire; 401K retirement fund to be used upon retirement; Personal Loans upon payout keep for 1 year or until reconciled. Utilities: keep for six months. Electricity; Water; Gas; Internet; Phone; Cable
Taxes & Income in Red Folder: W-2 and 1099 Form; Real Estate Taxes; Charitable Donations; Tax Forms; Deductible Tax Receipts
Medical & Pets in Blue Folder:Health Insurance; Medical Equipment; Pharmacy # for prescription medications; Therapy; Vet Records including adoption papers
Home & Auto in Yellow Folder: Property Documents: Title; Lease; Rental
Insurance: Life; Auto; Home; Health; Recreational Vehicles; Natural Disaster; Renters.
Warranties of Car; Amenities; Household Items; Computers
Transportation&Vacation Expenses in Orange Folder:Transportation: Bus Fare; Taxi or Uber Fare; Rental Car or Truck; Car: Gas and Maintenance records. Vacation: Mode of Transportation: Air, Bus, and Car. Budget; Itinerary; Hotel and Transportation Reservations; Maps, directions, and other helpful notes! Envelopes for Receipts!
Excellent responses, thanks to the group. There are a range of concertina files available that will allow you to store these kinds of papers securely and neatly.
🙂 Kylie, Community Manager
All done today. I will colour code hanging files as you suggested. This will also match my diary and task colours on my computer too so hopefully that is all sinking in without me having to think about it. Then I will use the same coloured folders within those hanging files to sub-catagorise what needs to be within them. I have also organised a desk pending system for things that need actioning and one (tiny!) space for the filing so everything is visual for me to do and file. That’s the plan anyway…let’s see….