How do I set up a good filing system so I don’t spend so much time looking for things?
Divide your files into two major sections—current and permanent records. Use file folders for categories that work best for your family. Current records could include files for bills to be paid, important papers to file, etc. Your permanent files might include summary records of important information, spending plan, bank accounts, charge accounts, insurance policies, keys, net worth statement, tax records, etc. Use the publications listed below for more details on setting up a filing system.
Author: Margaret VanGinkel, vangin@iastate.edu
Related Information:
- “Organizing Your Family Records,” Oregon State University Extension
- 8 pages (PDF file)
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- “Organizing Household Records,” Kansas State University Extension
- 4 pages including a sample filing system (PDF file)
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- “File It, Find It: Home Filing System,” Clemson University Extension
- 4 pages including suggested list of categories for a home filing system (PDF file)
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- “Money Mechanics: Record Keeping,” Iowa State University Extension
- 4 pages of practical information (PDF file)
J Rubendall
5/6/2008