We’ve spent a lot of time getting organized, but it will be pointless if we don’t file our receipts and paperwork.
Imagine you’ve spent all this time up to now getting organized with your bills. You’re paying them on time and checking your statement only to throw the bill in a pile for ‘later.’
No, no, no!
We need to follow through with the process and file our paperwork.
There are tons of different ways to accomplish this task.
If you’re someone who hates paper there are many electronic filing systems out there you can try. I would love to say I use these methods, but I don’t. I prefer the old-fashioned penda flex file folder.
No matter what method you choose, what’s important here is to file the papers in a timely fashion but no less than once per month.
Honestly, I file paperwork and receipts as soon as I’m finished with them. For example, when my retirement account statement comes in I open it, review and then immediately file it. I hate clutter, so this works for me. I touch the paper once and pow – it’s in its permanent home where I always know where I can find it.
You may not start filing your paperwork immediately but try to work up to this system. It really is the least complicated and most time efficient way to file paperwork.