Bank Accounts

• Each checking account


• Each savings account


• Credit Reports


• Safe Deposit Box

Car

·       One file for each car

·       AAA/Car registrations

Credit Cards

• Banks


• Department Store

Home

• Property Information


• Mortgage


• Home Equity Loan


• Township


• Inside Repairs


• Outside Repairs

Medical

• Current year


• Blank medical forms


• File for each family member

Pet Information

Miscellaneous

Taxes

• Current Year


• Last Year (keep prior years in another location-7 years maximum)

Utilities

• Gas/Oil


• Electric


• Phone


• Wireless Phone


• Cable

Business (keep separate from personal)

• Bank Accounts


• Credit Cards


• Receipts


• Taxes

Insurance

• Life


• Car


• Fire

Retirement

• Each company/annuity


• Social Security

Decorating Ideas and Receipts

Warranties

• Large Appliances


• Small Appliances


• Large Electronics


• Small Electronics


• Miscellaneous

Going through Mail:

1. Try to touch everything once each day.


2. Throw out all junk mail and credit card offers immediately (rip three times or shred).


3. Put all bills in a place close to where you pay them (don’t keep envelopes).


4. Place papers you need to keep (without envelopes) in a bin or basket that is easily accessible. Use a pretty basket if you keep it out.  


5. Throw out old catalogs when new ones come, keep in one place alphabetically.


6. Keep invitations, things to take care of, and calls to be made, etc. in one place by the phone, family calendar, or on a bulletin board.

Maintenance Filing Tips:

1. Maintenance is the key!! Get into a routine of keeping your papers in check.


2. File the to-be-filed papers when they get as high as the bin or basket.


3. Find a comfy chair, pour your favorite drink, put in a good movie, and file!

Vali G. Heist