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Question for the organized
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<blockquote data-quote="trinityroyal" data-source="post: 113170" data-attributes="member: 3907"><p>I have a 4-drawer lateral file in my home office. Each drawer is designated for a different purpose.</p><p></p><p>The top 2 drawers are for work-related information.</p><p>The 3rd drawer is for household and personal information, separated into categories (I'm going from memory here, so these are in no particular order):</p><p>1) Tax information</p><p>2) Banking and finance</p><p>3) Bills</p><p>4) Schools and Support Services</p><p>5) Medical</p><p>6) ID and Documents</p><p>7) Magazine subscriptions</p><p>8) Household equipment (for warranty information, repair records etc.)</p><p>9)Insurance</p><p>10) Home (for deed, mortgage information, appraisals, etc.)</p><p>11) Legal (divorce documents, etc.)'</p><p></p><p>Within each category, there are separate files for each item. For example, under Bills, there is a separate file for each "vendor" (phone company, cable company, internet provider, etc.). Under Banking, there is a separate file for each account, labelled by bank, name of account holder and account type (e.g. Bank X - Personal Chequing - husband, Bank X - Business Chequing - Trinity)</p><p></p><p>I have electronic copies (scanned) of all important papers, and they are saved on a remote server in another part of the city. I have also e-mailed them to myself, so they are backed up on the e-mail server too.</p><p></p><p>I use online banking for the most part. Since my accountant needs all of the records, I print a copy of the e-bill and transaction record, staple them together and file them in the appropriate folder. For things that I can't do online, I use computer-generated cheques, the kind that come with 2 cheque stubs and perforations. When I print a cheque, I attach one stub to the invoice, and leave the other one attached when I send it out.</p><p></p><p>For receipts:</p><p>I file all receipts in envelopes, one for each month. I used to have a more complex system, but my accountant said that he would just have to undo my system and get his staff to use his, so it was easier to just sort by month.</p><p></p><p>The big thing is that I try not to handle any document more than once. I try to review it, process it and then either file or shred immediately. Otherwise, I end up with giant piles of paper all over the place, and start to feel overwhelmed.</p><p></p><p>One thing I have learned...with ADD, I am either extremely organized, or I'm not organized at all and I can't function. So...I have to be very regimented about this or things quickly sink into chaos.</p></blockquote><p></p>
[QUOTE="trinityroyal, post: 113170, member: 3907"] I have a 4-drawer lateral file in my home office. Each drawer is designated for a different purpose. The top 2 drawers are for work-related information. The 3rd drawer is for household and personal information, separated into categories (I'm going from memory here, so these are in no particular order): 1) Tax information 2) Banking and finance 3) Bills 4) Schools and Support Services 5) Medical 6) ID and Documents 7) Magazine subscriptions 8) Household equipment (for warranty information, repair records etc.) 9)Insurance 10) Home (for deed, mortgage information, appraisals, etc.) 11) Legal (divorce documents, etc.)' Within each category, there are separate files for each item. For example, under Bills, there is a separate file for each "vendor" (phone company, cable company, internet provider, etc.). Under Banking, there is a separate file for each account, labelled by bank, name of account holder and account type (e.g. Bank X - Personal Chequing - husband, Bank X - Business Chequing - Trinity) I have electronic copies (scanned) of all important papers, and they are saved on a remote server in another part of the city. I have also e-mailed them to myself, so they are backed up on the e-mail server too. I use online banking for the most part. Since my accountant needs all of the records, I print a copy of the e-bill and transaction record, staple them together and file them in the appropriate folder. For things that I can't do online, I use computer-generated cheques, the kind that come with 2 cheque stubs and perforations. When I print a cheque, I attach one stub to the invoice, and leave the other one attached when I send it out. For receipts: I file all receipts in envelopes, one for each month. I used to have a more complex system, but my accountant said that he would just have to undo my system and get his staff to use his, so it was easier to just sort by month. The big thing is that I try not to handle any document more than once. I try to review it, process it and then either file or shred immediately. Otherwise, I end up with giant piles of paper all over the place, and start to feel overwhelmed. One thing I have learned...with ADD, I am either extremely organized, or I'm not organized at all and I can't function. So...I have to be very regimented about this or things quickly sink into chaos. [/QUOTE]
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