Organizing receipts and documents

• Create a receipt holder. Tuck all sales slips into a folder that you leave in an obvious spot. When it’s full, sort through for essential receipts, and then stow them in your filing cabinet.
• Fill a lockable fireproof box with difficult-to-replace documents such as birth certificates, passports, social security cards, wills, and copies of prescriptions. Also, include a list of accounts like banking, investments, credit card and your North Carolina health insurance payments; emergency contacts like doctors and an inventory of household valuables. Back it up on a disc, which should go to a trusted confidant or lawyer.
• Ditch backlogs of bank statements, bills, and pay stubs. Most need be kept for only a year.

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Posted by Denz on Oct 6 2008. Filed under tips. You can follow any responses to this entry through the RSS 2.0. Both comments and pings are currently closed.