Mission 9: Filing System Nirvana


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52 Organizing Missions

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.

Ready?

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3 thoughts on “Mission 9: Filing System Nirvana

  1. [email protected] says:

    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!

    • Kylie Browne says:

      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

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