In the age of of everything digital sometimes you still need a hard copy.
Home office file organization categories. To do that you need to set up all the correct files in the right categories. Your standard file storage solution you can fill it with labeled folders to sort all of your important documents and keep them easily accessible in one place. 8 tips for organizing your paperwork. Academic car employment financial health id insurance and real estate.
Weeding out files by content can get tricky as it s hard to determine which files need to be saved and which files can be tossed but discarding files by age presents a safe standardized way to decide what you. To organize separate the filing system into five color coded categories and label each hanging folder according to your needs. As i mentioned earlier you can just file the most important categories or you can file everything you own. Only you can decide what works best for you to retrieve papers later when you need them.
The top 12 most frequently used household filing categories and some possible sub categories. Property taxes donation receipts income tax previous returns. Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system. For the more important documents you may want to keep the originals in a safe or in a safe deposit box and keep available copies in your files.
Your personal filing system should include the following categories. These things are debatable because there is an argument that most things could just be scanned. Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box. Paper file folder organizing yes let s organize the home office files.
Savings checking mortgage rental agreements and payments credit cards etc. Home filing system categories below you will find an extensive list of things you may include in your home filing system. Budgets investment papers etc. Below are my suggestions for the categories of files you should create.
Some like your important numbers can be combined. These are the things i m still filing. Also some items in the categories below. To get started though we will only work with the basic necessary categories for most households and work on our active files.
Your situation may dictate needing fewer categories or more categories. Categories for your home filing system. This may seem like a cheat but one of the best ways to organize an office filing system is to reduce the files you need to organize. Here are some file organization ideas to consider if you work in a small office or from home.