I have been thinking a lot about what the best way to consolidate and organize all of my paperwork and keep myself up to date will be.
I have decided that what I need are six notebooks/binders which will each be subdivided.
Here is the plan:
- Financial
- monthly budget
- expense tracking
- Immediate goals (0-6 months)
- Short-term goals (6 mos – 2 years)
- Long Term goals (2 – 5 years)
- Future Plans
- Debt Management
- Credit Reports
- Legal
- Guides
- Goals
- Forms
- Originals
- Copies
- Receipts
- Correspondence
- Health
- Insurance
- EOBs
- Medical Records
- Medical Schedules
- Prescriptions
- OTCs
- Dental
- School
- School Records
- Checklists
- Schedules
- Transcript
- Insurance
- Mortgage
- Appraisals
- Home Security
- cleaning Schedules
- Cooking
- Shopping
- Organization
- Holidays/Seasonal
- Family Events
Stumble It!