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
  • Home
    • Insurance
    • Mortgage
    • Appraisals
    • Home Security
  • Home Upkeep
    • cleaning Schedules
    • Cooking
    • Shopping
    • Organization
    • Holidays/Seasonal
    • Family Events