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How To Organize Your Financial Paperwork

Tіp #2 How To Organize Your Financial Paperwork Keep only up-to-date information when you get something new & determine a time limit for old data. New phone? Throw out the old manual Determine long-term & short-term access requirements. Tax files are a perfect example of long- term, while your dinner Tip #5 receipt from this week could be considered short- term. Separate them accordingly. Keep it simple. Keep it clean. Get it done! GODAY & contract information within 3 months. Switched credit cards? Keep the old statements for 6 months - From the Financial Guru's at Helpful Supplies FAST CASH. CLICK AND GO! tops. "If I throw it out, what's the worst thing that can happen?" Tip #3 II Keep your files in a logical place. Do you pay most of your bills online? A locked file cabinet next to your computer desk would be the most reasonable place. Sheet Covers Binders Folders Coloured Tabs Sticky & Non-Sticky Labels USB Key/Keys External Hard Drive Bankers Boxes Tip #1 File important paperwork immediately. A common habit is to open it & then put it down somewhere. If continued this Having trouble deciding what to keep and what to throw away? Tip #4 way, you will eventually have several places for bills, and not one, easy to sort through system. While there are some hard rules for tax documents and such, receipts and bill statements are a bit trickier. General rules to help you decide: Can you get a copy later? Is it something you'll' need? If you throw if out, what's the worst that will happen? Get more financial resources on our website, or apply for a short-term loan today! APPLY NOW. Use colour tabs & sticky notes to segment by bill type or even by person. It's much faster to file your paperwork as you receive it than to let it pile up for weeks or months! Sorting month-by- month is also another popular method of filing. Set goals, even if the task is daunting (and reward yourself when you reach them!).

How To Organize Your Financial Paperwork

shared by on Apr 25
Prevent the loss of important paperwork, reports, cards and invitations by putting a well-structured sorting & filing system in place!


GoDay Inc


GoDay Inc


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