Home filing system setup

I set myself down with a cup of tea on every 15th of the month, basically because we get paid on that day. I reserve time for it in my planner. Take all your different folders out of your desktop organizer or the papers from your accordion file folder. This is the time you pay that bill or schedule the payment for the future in your online banking system.

After your bills are paid, you are going to file them. Together with other papers you need or want to keep. Like insurance papers, manuals, bank account statements or your receipts. It will only take maybe an hour or 2 to get everything in its own binder or in your filing cabinet. Nowadays I have just 1 desktop organizer with 2 clear document folders. When a bill arrives in the mail, I check the payment deadline. Money comes in once a month on the 15th in our household.

On that day I sit down and take the 2 folders. I pay the bills we received in the mail and the electronic ones using online banking. I print the bank account statements and file everything right away. At the end of just a couple of hours, my document folders and desktop organizer are empty! Bills are never paid to late and every piece of paper is traceable right away. Do you have a good system for filing and administrating your finances?

Or do you have a Big Pile of paperwork of your own? All you have to do is start! Really just start. Put on some music. And set an alarm clock. File for 50 minutes and take a minute break.

Work your way through your papers. Really it is so satisfying! To make it more fun I have 8 colorful labels for you. You can use them on your file folders or on those transparent document folders. Just click the button below to download this fun gift totally free! In the end, you are going to save so much time with your home filing system in place. Time you can spend on other things than filing papers.

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To complete the subscription process, please click the link in the email we just sent you. You need a home filing system!! For this step, I used my favorite labeler. I typed out my categories and then attached them to the paper provided and then added them to the hanging folder. I repeated the process for the subcategories. This gave us a nice and organized home filing system. Once you have all of your home filing system categories labeled and added to folders it is time to add your paperwork into its new home.

Schedule a time once a month to cycle through old paperwork allowing you to keep a home filing system that is clean and organized. By following the steps I shared in this post you can create and maintain an organized system with ease.

Click the button to download the free home organized home filing system. Read more Hope that helps! Show Offscreen Content. How to Make a Happy Home. Notify of.

Recipe Rating Recipe Rating. Inline Feedbacks. Every piece of paper that supports information reported on your tax return should be saved for the six years following the date you filed. Unless it relates to your tax return, you should be able to get rid of following items:. The sooner you set up an organized filing system, the sooner you can reap the rewards of a de-cluttered home or office.

You may also find it much easier to access any paperwork or record anytime you need it. Skip to content Advertiser Disclosure Advertiser Disclosure: The credit card and banking offers that appear on this site are from credit card companies and banks from which MoneyCrashers.

This compensation may impact how and where products appear on this site, including, for example, the order in which they appear on category pages. Advertiser partners include American Express, Chase, U. Bank, and Barclaycard, among others. By Claire Moore. Collect the mail and go through it at your desk or kitchen table. Open each piece of mail and set aside junk mail and envelopes to be recycled. Place receipts in their proper folder.