How do you categorize personal files?

How do you categorize personal files?

10 Handy Ways to Organize Your Personal Papers

  1. Personalized Mail Organizer. This is both a cute DIY project, and a great way to organize your mail!
  2. Receipts Organizer.
  3. Tabbed Files Organization.
  4. School Papers Storage System.
  5. Cabinet Door Bill and Receipt Pocket Organizers.
  6. Old Book Mail Organizers.

What categories are in a filing cabinet?

Sample File Cabinet Categories and Subcategories

  • Financial information.
  • Bank statements.
  • Credit card statements.
  • 401K statements.
  • Paystubs.
  • Pension info.
  • Social security info.
  • Tax documents – current year.

What is centralized filing system?

Centralized Filing is a system in which the records for several people or units are located in one, central location. Generally, access to the files is controlled by one or a limited number of people..

How do you organize a filing system?

How to Organize a Filing Cabinet

  1. Create a filing system.
  2. Make a list of files.
  3. Create clear and concise file names.
  4. Purchase or gather filing cabinet components.
  5. Prepare file folders and hanging files.
  6. Prepare your filing cabinet.
  7. Place papers into file folders.
  8. Set up a system for filing success.

What files do I need to keep at home?

These documents include:

  • Legal identification documents. Social Security cards. Birth certificates.
  • Tax documents. Tax returns. W-2s and 1099 forms.
  • Property records. Vehicle registration and titles. Mortgage statements, deeds and bills of sale.
  • Medical records. Wills, powers of attorney or living will.
  • Finance records. Pay stubs.

How do I organize my file room?

Tips for organizing your file room

  1. Organizing your file room by creating file categories. This is almost always the first step that you need to do.
  2. Label files while organizing your file room.
  3. Sort your files alphabetically or by date.
  4. Leave some space in the drawers.

How do you categorize folders?

Here are some best practices for doing just that and also using your new, neat set up.

  1. Skip the Desktop. Never ever store files on your Desktop.
  2. Skip Downloads.
  3. File things immediately.
  4. Sort everything once a week.
  5. Use descriptive names.
  6. Search is powerful.
  7. Don’t use too many folders.
  8. Stick with it.