The Easiest Method for Storing and Organizing Important Documents at Home

  1. Arrange piles. Start by sorting your paperwork into categories (household, school, pets). …
  2. Sort with ease. …
  3. Size appropriately. …
  4. Consider frequency. …
  5. Create a landing pad. …
  6. Keep it neat.

How do you organize and file important documents?

Reorder and Recycle



Stop searching high and low for important papers, coupons, and receipts. Instead, sort papers by type and organize each subject in lidded file boxes or stackable plastic bins. To keep things organized, designate an hour each month to sort through the containers.

What is the best way to file home documents?

Quote from the video:
Quote from video: Take one file folder. Maybe you have to leave your office because there's so much going on and you can't focus take it to the kitchen. Table or take it somewhere else go through the files.

What are the 5 basic filing systems?

There are 5 methods of filing:

  • Filing by Subject/Category.
  • Filing in Alphabetical order.
  • Filing by Numbers/Numerical order.
  • Filing by Places/Geographical order.
  • Filing by Dates/Chronological order.


How do I organize my personal documents?

10 Handy Ways to Organize Your Personal Papers

  1. Personalized Mail Organizer. …
  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. …
  7. Grab and Go Binder. …
  8. Color Coded Files.

How long should you keep household bills?

two years

While household bills and bank statements should be kept for at least two years, and insurance documents as long as they are valid.

How do you store important papers?

When storing your documents in a safe, you’ll want to protect them from any wear and tear or accidental spills. One way to do this is by using plastic page slips. Put documents in a plastic sleeve and then file in a binder or box. The binder can then go inside your safe.

How do you set up a simple filing system?

Create A Filing System That Actually Works!

  1. 1) Determine Your Broad Categories for Your Filing System. First, identify the groupings that you most often need to organize. …
  2. 2) Put ALL Free-floating Papers Into Those Filing Categories. Now it’s time to quickly sort. …
  3. 3) Organize Your Broad Categories Into Subcategories.


Where should you keep important documents?

Where to Keep Your Important Papers

  • Wallet. You are, obviously, very limited in what you can keep in such a small space. …
  • Safe Deposit Box. You can rent a safe deposit at your bank or credit union for a small annual fee. …
  • Home Box. …
  • Attorney. …
  • Out-of-Area Friend or Relative. …
  • Online or Digital Storage.


What are the 3 types of filing systems?

Most Common Filing Systems



Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.

How do you organize files?

These file management tips will help you keep your files accessible:

  1. Use the Default Installation Folders for Program Files. …
  2. One Place for All Documents. …
  3. Create Folders in a Logical Hierarchy. …
  4. Nest Folders Within Folders. …
  5. Follow the File Naming Conventions. …
  6. Be Specific. …
  7. File as You Go. …
  8. Order Your Files for Your Convenience.

What is a good filing system?

Accessibility: A good filing system should be arranged in such a way that the records are easily available whenever required. The filing system should allow the insertion of additional documents without disturbing the existing order of files.

What filing method is considered the most efficient?

  • Alphabetic systems are the most natural and common method of arranging files. …
  • Although numeric systems are indirect systems (an index is required), they frequently are the fastest to use and produce fewer errors.
  • What are the two main filing systems?

    There are 2 main methods of filing, which are Loose Leaf method and secondly, the Collective method. Documents are filed individually in a normal file, holes are punched in the documents and then they are filed. Documents can be filed and de-filed very easily.

    What are manual filing systems?

    1. Any structured set of personal data which are accessible according to specific criteria, whether centralised, decentralised or dispersed on a functional or geographical basis (GDPR, Art.

    What is the alphabetical filing system?

    Alphabetical filing is a method in which files and folders are arranged in order of alphabets of the names of person or institution concerned with such file. It may be done using either the first names or surnames, but whichever is chosen must be consistent throughout the particular filing system.

    What is the correct filing order?

    RULE 1. –



    Names of individuals are filed as follows: last name, first name or initial, middle name or initial.

    What comes first MC or MA?

    Having said that, computers have a filing convention generated on their understanding of the alphabet which is becoming the norm – especially for indexing. So ma—mab—mac—mah—man— mc.

    How do I organize my documents in alphabetical order?

    The general rule for filing alphabetically is to arrange items in order from A (first) to Z (last). Use increasingly specific information to distinguish between and order separate items.

    How do I organize my office files?

    1. Separate documents by type. Sort your physical documents into categories such as reports, client documents or billing invoices. …
    2. Use chronological and alphabetical order. …
    3. Organize your filing space. …
    4. Color-code your filing system. …
    5. Label your filing system. …
    6. Dispose of unnecessary documents. …
    7. Digitize files.
    8. How do I label a file folder?

      Label using Colors

      1. Color-coding would be great if you and the people using it respond well to colors. …
      2. Assign one color to each label type.
      3. All files under each label type are tagged the corresponding assigned color.
      4. Examples using colors.


      How do you categorize folders?

      To sort files, open the folder containing all the files you’d like to organize, right-click within the folder, select Sort by, and then select how you want to sort the files: by name, date, type, size, or tags. Then it’s easier to organize computer files from a certain time range.

      How do you make a good folder structure?

      Here are a few tips and best practices to help you do this:

      1. Store documents in a shared location, NOT on your personal computer. …
      2. Don’t mix business and personal files. …
      3. Group by category. …
      4. Group by date. …
      5. Don’t be afraid of subfolders. …
      6. Use Final, Draft and Archive folders. …
      7. Use good file naming conventions. …
      8. Create folder templates.