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<blockquote data-quote="timer lady" data-source="post: 113163" data-attributes="member: 393"><p>Fran,</p><p></p><p>I have a monthly financial file for each month of the year; all banking, bills & receipts for that month go in those files. </p><p></p><p>Once bills are paid & I receive my monthly bank statement I shred all cleared receipts & bills paid (i.e. telephone stmts, grocery receipts, etc) unless it's tax deductable or tax related or a purchase of a new asset, a repair, insurance paid, etc.</p><p></p><p>I, too, bank online & receive paper statements & bills whenever possible from whichever vendor I use that offers this option. </p><p></p><p>At the end of the year, I cull out what wasn't needed for tax purposes & shred that (other than newly purchased assets & warranties). The rest goes into that year's tax file. </p><p></p><p>I hang onto 7 years worth of tax files & each year celebrate shredding one of those when I file that year's return & know it's been accepted.</p><p></p><p>As for birth certificates, deeds, things like that - husband & I use a lock box at the bank. It's one of the safer & cheaper places to store these items. If I were on the ball I'd take in a copy of a monthly backup of my checkbook & keep my tax returns on CD there to store as well. Maybe this year....</p></blockquote><p></p>
[QUOTE="timer lady, post: 113163, member: 393"] Fran, I have a monthly financial file for each month of the year; all banking, bills & receipts for that month go in those files. Once bills are paid & I receive my monthly bank statement I shred all cleared receipts & bills paid (i.e. telephone stmts, grocery receipts, etc) unless it's tax deductable or tax related or a purchase of a new asset, a repair, insurance paid, etc. I, too, bank online & receive paper statements & bills whenever possible from whichever vendor I use that offers this option. At the end of the year, I cull out what wasn't needed for tax purposes & shred that (other than newly purchased assets & warranties). The rest goes into that year's tax file. I hang onto 7 years worth of tax files & each year celebrate shredding one of those when I file that year's return & know it's been accepted. As for birth certificates, deeds, things like that - husband & I use a lock box at the bank. It's one of the safer & cheaper places to store these items. If I were on the ball I'd take in a copy of a monthly backup of my checkbook & keep my tax returns on CD there to store as well. Maybe this year.... [/QUOTE]
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