This is a guide about organizing receipts. Many people receive multiple receipts each day. You don't have to save every receipt that you get, however organizing ones that you need to save is important.
This is a guide about organizing important papers. Keeping your vital documents in order is a big part of staying organized. these important papers need to be safe and easily accessible.
I start my checkbook register at the middle of the register. I have found that I can usually write a month's worth of checks on one page of the register using the front (and back if necessary).
I have stored receipts and manuals in a file cabinet drawer for many years. Binders are a good idea if you don't have a file drawer, but can find shelf space for them. A binder with pocket pages or page protectors can accommodate most manuals.
Staple Together Non-Needed Sections of Manuals
In most home products, you will usually get a manual. Many may have one or several language sections. I only need to read one language. To make reading more manageable, I staple together the pages I will not need.
Keep File with Maintenance Records
We all have to do it periodically. Buy a home, do maintenance on that home and/or yard, buy a car, do maintenance on that too. But how many of us can say exactly when it was done, how much it cost, who did it, and all the other details of each?
Use Business Name from Statement for Hanging File Folder Tab
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.
Put Sensitive Shredded Documents in Used Diapers
For those who still have diaper duty at home and shred their sensitive documents. Throw some of that shredded paper in the diaper before you wrap it up and toss it out. No one will be willing to try and piece that info back together.
Social Security Benefits Binder
When I applied for Social Security benefits, I organized all my documents, correspondence and other pertinent information in a three-ring binder. Each piece of paperwork was placed in a plastic sheet protector.
Keep Track of Warranties in Recycled Envelopes
When I receive catalogs etc in the post, I save all the envelopes. The ones I can't recycle (if they have advertisements, etc. on them) I lay aside in my "guarantee folder"
Keep a folder in a place it won't get lost or misplaced. Every time you receive something you will need for your taxes put it in our folder. (EX. property taxes, donation receipts, etc.) then it will be handy, and in one place next year when you go do your taxes.
Plan Now for Next Year's Tax Time
Start out this month preparing for next year's tax time! Label 12 business-size envelopes (one for each month), and put all your receipts in the respective envelopes.
Keeping Track Of Insurance Forms
After a few grueling hours filling out health insurance forms, my eyes crossed and I knew it was time to quit for the day. However, although I hadn't moved from my seat, I had misplaced a few pages of the forms! The next day, I had this idea.
Make Photocopies of Important Receipts
Store register receipts fade after a while. When purchasing large priced items I always photocopy the receipt and attach it to the warranty and/or owners manual in case the receipt is required at a later date to prove purchase.
Use Free Calendars to Organize Tax Information
An easy way to keep tax information together is to use one of the free calendars that stores give away. I white out Sunday on the Sunday column and combine Saturday/Sunday under one column at the end. This leaves a blank column at the first of the week for notes.
Use a Kleenex Box for Storing Receipts
I am a very disorganized person, so, during the year, I stuff all my bills, receipts, and other papers needed for income taxes into an empty Kleenex box. Then I don't have to hunt for them all over the house.
Link: Shoeboxed.com For Storing Reciepts
I have to keep all my receipts for tax purposes. I hate searching though files of them and have found that it is so much less clutter and easier to find by using shoeboxed.com.
Organize Tax Records With an Accordion File
Tax records were always a problem for me. I now use an accordion file folder with 12 slots. I use one for each month. I keep it next to my computer since I do most of my bills on line.
Use Photo Album to Organize Receipts
I use the kind of album where I can add more sheets to it as needed. And each sheet has 3 slots in it. Into the top slot I put the purchase receipt, then any receipts for parts or maintenance on that item I put in the slots below and behind it.
Organizing Financial Information
I have a 3 ring binder for each of us (my husband and I) to organize our financial information and I also have a binder for joint financial information.
Use Photo Albums to Organize Papers
I use photo albums for most papers. I have all different sizes; one for bills, school, work, recipes, pages from magazines, and important documents like birth certificates. I put them all on a rack in home office.
When you empty out your paper shredder, put the shredded paper in the compost pile.
I have 3 kids in school. It gets to be too much trying to save school work for them. What we do is this: Every August we decorate our own "school boxes".
Protect Your Important Documents in Your Freezer
Protect your important documents (insurance info, car titles, warranties, etc.) by placing them is a zip lock bag in your freezer. Should a fire occur, they will not be burned.
I keep a CD rack by my computer to hold papers for my printer, files and invoices to be paid. It is easy to get the papers I need in a flash.
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Should It Stay or Should It Go?
Tax time is a good time to clean the filing cabinet and eliminate yourself of old paperwork. Yet, the fear of throwing out financial papers causes many people to save everything, leaving a packed filing cabinet with yellowing paperwork.
