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Organizing Household Paperwork

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Organizing Household Paperwork

Since most of us can't hire our own file clerk, we are left with the task of organizing the mounds of household paperwork. This is a guide about organizing household paperwork.

Solutions: Organizing Household Paperwork

Read and rate the best solutions below by giving them a "thumbs up".

Tip: Use Business Name from Statement for Hanging File Folder Tab

I want to share something my husband has been doing for several years. When we get the first statement from any business, he clips off the return address portion of the envelope or statement. He then cuts out the name of the business and slips it into the little plastic sleeve on the green hanging file folders. Neither of us is able to write small enough to get it on those little tabs. It takes a few minutes but it only has to be done once per business. We've had several people remark about it so I thought I'd share it.

By MartyD from Houston, TX

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Questions

Here are questions related to Organizing Household Paperwork.

Question: Organizing Information and Reminder Notes

What to do with all the information, such as reminder notes merchandise, doctors, coupons, everything? I always jot this down on scraps of paper which I can seldom find.

By Julie


Most Recent Answer

By karenlynn [2]07/15/2013

I keep a pocket organizer in my purse where all reminders and appointments are recorded when I make them and coupons and ads are kept in a small organizer that I keep with my canvas shopping bags. Larger notes and postcards, etc., are paperclipped to my large kitchen calendar near the appropriate date.

Question: Selecting Paperwork to Discard

How do I select "what" business or personal papers to trash? (I am a "compulsive hoarder").

By Parker1981 from Phoenix, AZ


Most Recent Answer

By Betty [104]07/08/2012

Personally I don't know why anyone unless for business purposes, would find a need to keep credit card statements, past utility bills or old insurance statements. I keep only the most current ones and shred and trash the rest. I've been doing this for years now and, as of yet not found a need for any of them. If I ever do I can go online and print out a copy. I don't even keep appliance manuals. Most can be downloaded from the internet if I ever need one. I keep receits of large purchases. I have scanned a lot of paper documents on a thumb drive and keep originals in a safe deposit box.

Question: Organizing Household Paperwork

I am trying to re-organize my home - sort of downsizing everything, including paperwork. I need to know what I need to save, how long I should save it, and how to save it. I know about tax info. I'm talking about receipts, instructions, Medicare stuff, medical stuff, etc. Just about everything I've been holding on to that takes up 4 file drawers. I grew up with "save everything for 10 years" - canceled checks, bank statements, merchandise receipts for big items, etc. I just need to know how long and what do I keep. I really want to get a handle on our paperwork so that if someone asks "Where's this?" I can pull it with ease.

Diane McIntyre from Lewiston, ID

Editors Note: Here is another helpful ThiftyFun article: Should It Stay or Should It go?


Most Recent Answer

By TechieBird (Guest Post)09/26/2008

I read Getting Things Done a few years ago, and I recently wrote a (very long) post on how I adapted a small part of David Allen's approach to get some kind of control over my household paperwork. I was convinced when I started that I'd need about four filing cabinets, but the secret is not to put your 'current' stuff and your 'archive' stuff together. That way you can have the things you need daily where you can access them easily, and the archive in a back room or on a high shelf where you don't have to worry about it because you only need to get to it once in a while. (And you'll probably end up with less of both than you imagined - check out the photo for my day-to-day filing box which holds 1-2 years worth of filing at a time.)

http://bwain-dump.blogspot.com/2008 ... y-yes-really-to-clear-your-home.html

Archives

Thrifty Fun has been around so long that many of our pages have been reset several times. Archives are older versions of the page and the feedback that was provided then.

Archive: Organizing Household Paperwork

I am looking for tips for paperwork organization at home.

Thanks,

Carol from Strongsville, Ohio


RE: Organizing Household Paperwork

I am not an organized person, but am learning to become one. The free web site that I love is flylady.net and she is teaching me daily how to do little "babysteps" to eventually be organized. Check it out! (09/09/2006)

By lindajeang

RE: Organizing Household Paperwork

I use binders for organizing my papers. For school papers, I use a 3 hole punch so the papers stay in. Then when I don't need the paper, I can just rip it out. For other papers, I use sheet protectors which I found at a great deal. I have a big binder for 'mail', where I put things that I want to go through again later. I have one for recipes, etc. I can't organize in files, I need to see what everything is and go through quickly so using sheet protectors are a godsend to me. (09/09/2006)

By Kim

RE: Organizing Household Paperwork

Hello fellow northeast ohioan! I am in Lorain. My system is fairly simple. I have one file drawer (it came in my desk) and several hanging files. They are marked as follows :
  • insurance
  • medical
  • bank
  • credit reports
  • automobile
  • utilities
  • paid off
  • misc receipts
  • paycheck stubs
  • verizon wireless
  • local restaurant menus and coupons
  • school papers (one file for each child)
  • social security (hubby on disability)

That's it! When I pay a bill I mark it with the amount paid, the check number, the date and then I paperclip it to the last one. All gas bills together, all electric bills together etc. Then every once in awhile I shred the old ones but I always keep at least 4 months of utilities and some other things longer. I have a small fire safe in my closet that I keep the deed to my house in, our social security cards, birth certificates, etc in for safety. I keep track of my monthly budget and expenses in a regular school notebook. This system has served me well for almost 20 years. Good Luck! (09/09/2006)

By Cindy S.

RE: Organizing Household Paperwork

My system is very similar to Cindy S', except I also have a hanging folder for taxes, and I mark all bill due dates, work hours, and any extra money I earn outside my regular job on my wall calendar so I don't forget them. At the end of the year, I use the calendar to do my taxes and then keep it with my tax papers for that year. It's been very helpful to me to have all that info in one place. (09/10/2006)

By Jantoo

RE: Organizing Household Paperwork

There is a cool book called "Getting Things Done" which addresses this in detail. We have applied it, and we have no more "piles"! it's easy to do and even a little bit fun. (09/26/2006)

By Nicole