Step #4. Create Filing System
As with your other belongings, giving your paperwork a proper, accessible, and convenient home is key to keeping it organized. Whatever you choose, label your files in a clear, logical way, grouping like things together (all household utilities, investment statements, etc) so you can easily find and retrieve things.
- SCANNERS/ELECTRONIC STORAGE: use a receipt scanner, or an all-in-one copy/printer/scanner to scan receipts and misc bills. Go paperless where you can, but organize your computer files as you would actual paper, using clearly labeled folders in the same area for easy retrieval.
- FILING CABINET: if you absolutely need one, keep it accessible, even if it’s in a closet. Use for current and reference papers, not archival papers.