You never find your important papers when you need them?
Are you always missing your tax documents?
Do you find it overwhelming when you see other people too organized on YouTube, Pinterest, and Instagram?
If you are like me and you would like to find things when you need without putting too much effort, keep reading. This is specifically for those people who do not need it to be pretty but want to find documents when they need. So lets get started!
Brainstorm what all types of records you have. Some of these categories may apply to everyone and few may be personal. Here are some common ones: medical, tax, insurance, school, big ticket item receipts and warranties etc. Write all of these in a scratch paper and count them.
Decide on what kind of storage would work best for you. This is personal preference – some may like filing cabinet, some may like plastic envelopes while others may like decorative boxes. Whatever it may be, get the number of files, envelopes, or boxes as the number of categories that you decided in above step.
Label each of the storage items with the category name decided in step one – like if it is for medical record, label it “Medical”. It does not have to be fancy; it can be as basic as labeling with a marker.
Placement of this storage should be ideal, what I mean by that is that it should not be right in front where everyone can see it yet it should not be somewhere not easily accessible yet . If it is not easily accessible you will not put it in there and you will lose the purpose. Place it where you can easily access it.
Now every time you get medical record, tax record etc. throw it in the relevant box, file, or envelope – no need to organize. Whenever you need a document, you know exactly where to find it.
It will take you 15- 20 mins to get this started, after that it is a breeze.
One thing I would suggest is to get new folders/boxes for New Year so that it does not get mixed up with last years documents. Happy filing!
Share some of your tips and tricks to be organized without too much effort.