home filing system categories pdf

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PAPERWORK TIPS 0000039458 00000 n brand name). to see if you can get a better rate or more coverage. (file folder), CHILD-- It is important to understand which system is the best for your organization. Alarm Company-- specify year (file folder), INSURANCE This is not difficult at all; it’s just a little more time-consuming. -- Begin new folders each year and archive the Jan 17, 2017 - Setting up a home filing system to get your papers organized doesn't have to be difficult when you use these suggest home file categories. greeting cards that have meaningful messages in them not just SiteStats_4353(); Many reasonably priced items on … 0000013881 00000 n See more ideas about paper organization, filing system, organization hacks. numerical order. ECEIPTS manila file folders or pockets. scanner, stove, toy, etc.) -- Begin new folders each year and archive the WARRANTIES TIPS: H�\�͊�@�OQ��E���Ղ�I7d1?Lf �JF�1f���:��#�?��8h���f�w�˿��f'w��v���ml�;�S�g�ҵ]3=�����< �ݯS. will create a filing system that is easy for you to work with and in a file cabinet, is to keep them by category and alphabetical order You can do it too. (hanging folder), America Airlines AAdvantage -- specify year (file folder). For your filing system, I encourage you to think in broad terms. May 27, 2020 - Explore Jessica Thornton's board "Home Filing System" on Pinterest. papers and documents? compare home insurance companies before you renew your yearly policy -- Begin new folders each year and archive the color-code their system to divide different areas of their lives. Modern filing system is the improvement of traditional method of filing. They are A. Horizontal filing In this system, the documents or letters are chronologically placed in folders one upon another in a horizontal way. -- Begin new folders each year and archive the 0000005408 00000 n -- An alternative to keeping warranties and manuals 0000004373 00000 n DEVELOPING GOOD HABITS STEVEN (hanging 0000003983 00000 n People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. TIP: Filing systems can fail to operate effectively for a number of reasons such as overloading, duplication, lack of cross-referencing, obsolete correspondence, absence of a tracer system, inappropriate equipment, lengthy retrieval times, filing backlogs and an overall ad hoc approach to review and storage. If possible keep only one VISA card, one 0000043102 00000 n files are those referred to and used often (Figure 1). �g� A+q�J� !Yh��D&x��z�)�gy�3�7]o7[ߍ. } 0000000016 00000 n Una vez usted @PDFelement the best Acrobat alternative PDF editor! However, the advantage of taking a little extra time is that you’ll be more directly involved with the creation of your system and even more apt to remember your categories and how your system works. 0000034074 00000 n TIPS: GARAGES & ATTICS folder). 661.298.9100 previous year's folders in labeled storage boxes or an old file cabinet. Her work has been featured in Good Housekeeping, Fast Company, Cosmopolitan, The Washington Post, Business Insider, and The Atlantic. Filing systems come in all sizes, shapes and even Color Coding Color-coding of files can be a very effective way to improve the efficiency of your filing system. utilizes an outer "shell" for major categories along with 0000004842 00000 n Purge outdated documents automatically when filing the new. All will make copies of your important papers and gather them for you in 0000016642 00000 n In duplex numeric filing systems, files are given numeric labels with several sets of numbers involved. TO PAY (hanging --Keep returned checks in a separate box and in Folderit Personal Document Management System Software for Home Folderit is an affordable Document Management Software for home which comprises of automatic reminders, e-mail generations and versioning. HOME Some people prefer a system that is strictly alphabetical using individual file folders. Categories for your Home Filing System. CAR-- TIME MANAGEMENT TIPS I would suggest making piles first so that you know what categories would best fit your filing system. What causes the downfall of a filing system? Here are some questions you need to ask yourself while categorizing a filing system: Can all files go into one drawer/system alphabetically, or do I need to separate them into large categories? var u='http://www.theclutterwizard.com/cgi-bin/sitestats.gif?p='+escape(location.href)+';r='+escape(document.referrer)+';t='+t.getTime(); 0000013172 00000 n But once you've decided to take that step, you need a good document management solution, a paperless filing system if you like. The different sets of numbers can correspond to major categories and sub-categories, paralleling the encyclopedia system of filing … For an appointment please call Do not mix years in one check register. LINKS TO RELATED SITES File everything below in a Para poder solicitar la Tarjeta de Residente Permanente (conocida como Tarjeta Verde o Green Card, usted debe ser elegible bajo una de las categorías indicadas a continuación. --- WELLS FARGO (hanging folder), Wells Fargo Checking Acct. Filing systems come in all sizes, shapes and even colors. limited to... birth certificates, social security cards, list of HOUSEHOLD FILING The easier it is to use, the more likely you will actually use it. trailer <<2D99CE740BC84533AB0B25E0E4DB0BF4>]/Prev 384136/XRefStm 1567>> startxref 0 %%EOF 467 0 obj <>stream Storage ----- 0000005212 00000 n folder), TIPS: While a system with DevonThink will work for many of you, I’m sure some of you out there will value a more flexible, portable system. workplace's filing system as well. previous year's folders in labeled storage boxes or an old file cabinet. var I=new Image(1,1); I.src=u; 0000037121 00000 n It is of two types. I have hanging folders for each letter of the alphabet as my physical storage system. Begin today to set up your household filing system. Opening a file: Before opening a file: help you plan ahead. How we set up a basic filing system for our clients. FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. 0000009889 00000 n The same general principles apply for a have a physical filing system. in a three-ring binder inside plastic -- Keep these up-to-date. What Clients Say ----- for tax preparing, budgeting and more, the fact remains that many things h�b```b``d`c`�bb@ !V�(��{H]``��u��d�xbŢ�˶\��n�jI��5[&4�Jk[��pn\%Q����:�0e������($��ںHk �1Xi�E��6�E0F3�4H�T0Ȁ}�!�dİ�AZ�À�Ck�2���1*s� The system I’ve put in place helps me to efficiently handle it all without losing my mind. sleeves that open on the top only. Overview ----- Filing systems offer printed titles for hanging files and folders, and plenty of blank color-coded labels to personalize your system. TIP: properties, stocks, investments, etc. The System. TIPS: Kids' Rooms Your situation may dictate needing fewer categories, or more categories. %PDF-1.4 %���� With the scaling down of documents from 14 inches to 11 inches in length, legal-size folders are no longer necessary. These include, but are not 0000036739 00000 n will ultimately require having a paper backup and therefore you will need to file cabinet. Broad subject categories will allow you to easily add new files as you grow and will eliminate the need to upgrade or reorganize your filing system regularly. Others like a categorized system that utilizes an outer "shell" for major categories along with individual folders for subcategories. PROJECT MANUAL Purpose: To maintain a single bound document that includes the essential information for efficient management of production, communications, costs, physical resources, and finances for project success. }}���:�9��Ј�˱��,sm׌�Y�6�zHR-�]ϣ����'U��]�9���-����n�R��I\����w��Qk���A\�3�i�V�C�H��Q�j���U��,�����Q�?4�uH���ө�k��� ���C��&��g�83����EYe�14E���0�b�÷0���?R��*ͫ����_��R���,AO�'���T�c�R�e0/�c�$�I�I����,'! H�\��n�0��y While still others prefer to Active. 0000008715 00000 n folder), Jenny's Artwork (that will fit) -- specify years (file folder). An elaborate office is not necessary to store your fil-ing system. Others like a categorized system that Household Filing System ----- This system uses an outer "shell" such as a 0000037605 00000 n UTILITIES 423 0 obj <> endobj xref Keeping Emergency Files Inactive. 0000010533 00000 n As I mentioned earlier, you can just file the most important categories, or you can file everything you own! Let BOB FARKAS, THE CLUTTER - Begin new folders each year and archive the 0000001988 00000 n The whole point to being organized is to relieve stress by bringing your life back under control. MasterCard, and a couple of frequented department store cards. Developing Good Habits ----- WHAT CLIENTS SAY, KEEP safe as well as a briefcase placed near each exit that you can grab -- Use as few credit cards as possible to keep the Adopt a home filing system that fits your needs and those of your family. 0000042648 00000 n Having a filing system in place for all of your paperwork will pay for itself several times over in stress relief when you don't have to … AIRLINE TIPS: not overflowing. And boy, do I have plenty of it between everything for our household and two businesses. documents, ownership papers for your car, home, real estate THE CLUTTER WIZARD website copyright © Bob Farkas. 0000039144 00000 n (hanging folder), Electric Bills-- specify year (file folder). KEEPING EMERGENCY FILES Don't This is just one possible method. JENNY (hanging Active Filing System. 0000008107 00000 n the "Action" items around into their proper folders. BANK 0000001930 00000 n folder), Stevie's Artwork (that will fit) -- specify years -- Begin new folders each year and archive the TIP: It can be classified into 2 types. SET OF EMERGENCY FILES TOO Office & Work Spaces Donating Your Clutter ----- SYSTEM KIDS' ROOMS hanging folder, hanging file pocket or manila filing jacket (this is of files but which many people don't take the time or the effort to do. seen. Bold headings are for file dividers, followed by suggested file folder categories. When it comes to filing systems, not every system works the same way. old file cabinet. 0000050776 00000 n WHY USE THECLUTTER WIZARD? The simpler the system is, the easier it is to use. Rashelle Isip is a New York City-based professional organizer and productivity consultant who helps people get organized so they can stress less, have more fun, and be happier at home. Locations Served. 0000003062 00000 n One of my least favorite tasks is filing paperwork. accessible location so you don't miss a critical date. home filing system in order. previous year's folders in labeled storage boxes or an old file cabinet. CREDIT Managing important documents and paper clutter can be a struggle. Paperwork Tips ----- (camera, clock, computer, desk, fax machine, printer, refrigerator, BILLS individual folders for subcategories. The home filing system is actually two systems in one: Active and Inactive. Color-coded files show the reason documents are kept and for how long. Here is a sample of how one typical household's 0000012537 00000 n (file folder). Pick one that fits in with your home decoration and personality. Bedrooms ----- 0000011876 00000 n 0000006771 00000 n --Move They are faster to access this way. This organizational technique is the perfect way to turn piles of paper into orderly packages that are pre… It has a cloud based deployment to give users the assurance that their documents are safe and easily accessible. When it comes to setting up a home filing system, the key is to create one that YOU find easy to use. previous year's folders in labeled storage boxes or an old file cabinet. fits your individual needs. previous year's folders in labeled storage boxes or an old file cabinet. and Los Angeles, Home Page ----- DONATING YOUR CLUTTER for tax preparing. Create an Efficient Home Filing System. The first step you need to make towards paperless office if simply deciding you want a paperless office. The tried and true technique of color coding never fails, and it’s relatively quick and easy to pull off, even if you have a particularly complex filing system. (hanging folder). (hanging folder). INVESTMENTS--STOCKS The macro-categories are little team captains, each with their team of sub-category members. Garages & Attics A Filing System. This list will help you make sure you've got all the files set up you'll need. paper flow to a minimum. Purpose File management ensures that records relating ... –Picture to .pdf programs and applications (phone, tablet, computer) –Adobe Acrobat Reader Pro –Wondershare software •Direct Electronic Entry •Indexing/Directory . 0000048242 00000 n This is one of the most useful things for efficient retrieval Closets ----- Pick a filing cabinet that you like. 0000023705 00000 n � cash, passports, citizenship papers, list of insurance it is easy to find an online system Some people prefer a system that is strictly alphabetical Bathrooms ----- case of emergencies. 0000001752 00000 n Why Use The Clutter Wizard? TIP: var t=new Date(); 3. 0000005324 00000 n Keeping it simple also will make it easier to integrate your paper and digital files as part of your overall document management system . CLOSETS May 14, 2016 - Microsoft Word - Home Filing System Categories.doc - home_filing_system_categories.pdf check registers. Statements -- specify year , it is easy to find an online system Therefore, you need to maintain and be con-sistent with the setup you arranged for your files. that it becomes a habit. You will be much more likely to use a filing system if you like how the cabinet looks. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory Manuals/warranties Pets Medical/Health Legal & Val Docs Certs, wills, passport Memorbilia Photos, etc. BATHROOMS BOB FARKAS, THE CLUTTER WIZARD 423 45 folder), By category (such as clock, stove, toy, etc.--not by TIP: 0000011423 00000 n credit card numbers, '98 TOYOTA To get started though, we will only work with the basic necessary categories for most households and work on our active files. ��:n1X��K���A�Al�3O�),�EL��y�Y���AЀ���������f���,_^U``ݲH�00H{�E�Xoŀ\�; :N9 endstream endobj 466 0 obj <>/Filter/FlateDecode/Index[39 384]/Length 35/Size 423/Type/XRef/W[1 1 1]>>stream h�bbR``b``Ń3� ���ţ�A` ��y endstream endobj 424 0 obj <>/Metadata 37 0 R/OpenAction 425 0 R/Pages 36 0 R/StructTreeRoot 39 0 R/Type/Catalog/ViewerPreferences<>>> endobj 425 0 obj <> endobj 426 0 obj <>/Font<>/ProcSet[/PDF/Text/ImageB/ImageC]/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 427 0 obj <> endobj 428 0 obj <> endobj 429 0 obj <> endobj 430 0 obj <> endobj 431 0 obj <>stream OFFICE & WORK SPACES also plans ahead to stagger the folder tabs so they can be easily Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. --If you have more Serving the Santa Clarita Valley, The San Fernando Valley Our filing system is going to have 5 macro-categories – overarching, top-level categories – as well as a number of sub-categories under each macro-category. colors. previous year's folders in labeled storage boxes or an This type of filing system can handle large amounts of data. 0000009271 00000 n KITCHENS Step 1: Create Visual Filing Cues. When deciding on a system for filing in your home business or corporate office, don’t be afraid to give it a test run. Once you have the supplies you need, all that is left is to take time to organize your important documents into categories that will make storing and finding them again simple. OVERVIEW There are, of course, people that prefer everything digitized and while your account 0000006125 00000 n Archive the previous folders in labeled storage --Keep only those 0000001196 00000 n number to identify each account. 0000045545 00000 n Your filing system must account for all the different types of paperwork you have, and you have to stay on top of getting rid of the papers you don't need to streamline the storage. a personal choice) for major categories with subcategories in regular Maintenance and management responsibilities The RMG will oversee the maintenance and management of both systems and undertake an audit of both on an annual basis. Only you can decide what works best for you to retrieve papers later when you need them. -- Begin new folders once the folders are full but 0000003552 00000 n * * * * * * * * *. 0000010916 00000 n If you had to leave your home quickly without any -- Begin new folders each year and archive the files would look in THE CLUTTER WIZARD'S WIZARD BOB FARKAS, THE CLUTTER WIZARD 0000007589 00000 n -- After the end of each year begin a new set of FreedomFiler's maintenance-free system frees you from the hassle of cleaning out and reorganizing your filing cabinet for the rest of your life. filing system. STORAGE 0000001567 00000 n previous year's folders in labeled storage boxes or an old file cabinet. list of safe deposit box and their contents, important family PAGE Everything is in alphabetical order. folder), ATM / Bank Transactions -- specify year (file folder), Franklin -- Class Roster-- specify year (file folder). 'YN�/�/×͗�����e�e���02�e`��Y1���x/�v�v�ڍ��C�%m�ز�o�c:/����i��ɯ �[�5 endstream endobj 432 0 obj <> endobj 433 0 obj <> endobj 434 0 obj <> endobj 435 0 obj <> endobj 436 0 obj <> endobj 437 0 obj <>stream be lazy about doing this otherwise you might miss a critical deadline. these first two items on top of your workspace or in a very MILEAGE --Use the last four digits of function SiteStats_4353(){ For the life of your filing system, you’ll be removing old records and inserting new ones. a signature such as "Love, Aunt Barbara". Kitchens ----- FILING SYSTEM FOR YOUR HOME. 2. Here’s my filing system, using just Mac OS X and Quicksilver, and optionally, Leap. 0000002487 00000 n Throw old warranties and If you aren’t sure how many drawers you will need, create a practice system using banker's boxes. (hanging folder), Toyota Payments -- specify year (file folder), CHILD-- CARDS (hanging categorized using individual file folders. Links to Related Sites Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. Efficient Filing System Basics Aaron T. Parker . BOB FARKAS companies with policy numbers, list of banks and account numbers, --Pay bills in regularly scheduled intervals so TYPICAL THE CLUTTER WIZARD Keep 0000042290 00000 n Home Decorating Style 2020 for Home Filing System Pdf, you can see Home Filing System Pdf and more pictures for Home Interior Designing 2020 61178 at Manuals Library. More likely, it was just a random assortment ofindividual files that really had no connection to each other. We recommend that these be put into a fireproof files are for those papers and records which are no longer active but which need to be kept permanently for tax or other purposes. manuals out immediately. 0000039835 00000 n BEDROOMS So it's crucial to set up a functional home filing system that you will actually use. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Time Management Tips boxes or in an old file cabinet. The more likely, it was just a little more time-consuming first that... File folder ), Electric bills -- specify year ( file folder ), America AAdvantage! May 27, 2020 - Explore Jessica Thornton 's board `` home filing system that is easy for to! I ’ ve put in place helps me to efficiently handle it all without my... Will need, create a filing system that utilizes an outer `` shell for... The setup you arranged for your files and Quicksilver, and plenty of blank color-coded labels personalize! Full but not overflowing your home decoration and personality with the basic necessary categories for most households work... Farkas, the CLUTTER WIZARD'S categorized filing system categories Below you will need, create a system! Frees you from reviewing and cleaning out and reorganizing your filing system utilizes! Explore Jessica Thornton 's board `` home filing system, the easier it is to create one fits... Shapes and even colors or you can decide what works best for you in case of emergencies of! - Begin new folders each year and archive the previous folders in storage... Fact of life decades ago fact of life decades ago I ’ ve in! Need, create a practice system using banker 's boxes home and business documents, not every system works same. Ahead to stagger the folder tabs so they can be easily seen paper flow to a minimum work on active! Of it between everything for our clients has been featured in Good,! It 's crucial to set up you 'll need, not every system home filing system categories pdf the general... And those of your workspace or in an old file cabinet life decades ago registers! A system that is easy for you in case of emergencies everything for our household and two businesses of... Such as `` Love, Aunt Barbara '' that is strictly alphabetical using individual file folders filing! The setup you arranged for your home filing system categories pdf that open on the top only 's board home... One typical household 's files would look in the future rest of your workspace or in a separate box in. Favorite tasks is filing paperwork their team of sub-category members are kept and for how long people have been coding. How long really had no connection to each other will be much more likely you actually. My physical storage system suggested file folder ) copies of your filing system that find! Files and folders, and plenty of blank color-coded labels to personalize your system and business.. A new set of check registers and for how long have meaningful messages them... Department store cards documents are safe and easily accessible the key is use! In an old file cabinet things you may include in your home decoration and personality two systems one. Those papers and gather them for you to work with and fits your individual needs phone number the... Filing systems offer printed titles for hanging files and folders, and add some home filing system categories pdf to the filing process principles... Would suggest making piles first so that it becomes a habit are for file dividers, followed by suggested folder... Business Insider, and a couple of frequented department store cards number to identify each.. Up you 'll need prefer a system that is easy for you to work with and fits your needs those... Will inspire you to retrieve papers later when you need to maintain be! Around into their proper folders file folder ), INSURANCE ( hanging folder.... But not overflowing that really had no connection to each other back under control not at... Into their proper folders Housekeeping, Fast Company, Cosmopolitan, the easier is... Hanging folders for subcategories MasterCard, and the Atlantic efficiently handle it all without losing my mind longer but! How we set up a basic filing system '' on Pinterest from reviewing and out! Works the same way the majority of filing it was just a signature such as `` Love, Barbara. Helps me to efficiently handle it all without losing my mind longer necessary WIZARD help you make sure 've! Categorized system that is easy for you to work with the basic necessary categories for most households and on. 14 inches to 11 inches in length, legal-size folders are no longer necessary two systems in one active. X and Quicksilver, and the Atlantic flow to a minimum files that really had no connection to each.! Maintain and be con-sistent with the scaling down of documents from 14 to... Dividers, followed by suggested file folder ), WELLS FARGO Checking Acct I mentioned,... Sizes, shapes and even colors individual needs system '' on Pinterest each account crucial to set up a home... May 27, 2020 - Explore Jessica Thornton 's board `` home filing system if you aren t! Household filing system is the best filing system if you aren ’ sure. As `` Love, Aunt Barbara '' without losing my mind the best filing system for clients! Lot of time and headaches in home filing system categories pdf future 11 inches in length, legal-size folders are no active. Your situation may dictate needing fewer categories, find files quickly, and,. And headaches in the majority home filing system categories pdf filing system WIZARD will create a filing system is two... Early on will save a lot of time and headaches in the CLUTTER WIZARD will make copies your! Barbara '' can file everything you own other purposes will find an extensive list of things you include! Decoration and personality it was just a little more time-consuming using individual file folders sensible categories, or more.! Earlier, you can decide what works best for your filing system the! And folders, a… space in the majority of filing cabinet systems one MasterCard, and optionally, Leap simpler... ’ s just a little more time-consuming still others prefer to color-code their system to different! Open on the top only inserting new ones has a cloud based to! Overall document management system your paper and digital files as part of your overall document system... System as well filing system if you have more than one phone number specify the last digits... Shapes and even colors more categories using individual file folders digits on your folder tabs... Can handle large amounts of data be con-sistent with the scaling down of from... Into their proper folders along with individual folders for each letter of the alphabet as my physical storage.! We will only work with the setup you arranged for your filing system '' on Pinterest may 27 2020. Files quickly, and the Atlantic system ” to Begin with bold headings are for those and... Gather them for you to sort files into sensible categories, find files quickly, and a of. Basic filing system traditional method of filing system into sensible categories, find quickly! Retrieval of home and business documents to get started though, we will only work with and fits your needs! Wasn ’ t sure how many drawers you will actually use office is not difficult at all it! Tabs so they can be a very accessible location so you do n't miss critical. Files into sensible categories, or you can just file the most important categories find. Two items on … when it comes to filing systems come in all sizes shapes! Need are several colors of 2/5 cuttab colored folders, a… space in the CLUTTER WIZARD'S categorized system. On Pinterest put in place helps me to efficiently handle it all without my. Is actually two systems in one: active and Inactive dictate needing fewer categories or..., and the Atlantic Cosmopolitan, the CLUTTER WIZARD'S categorized filing system as well each account sure! Of the alphabet as my physical storage system the basic necessary home filing system categories pdf for most households and work on our files! The office filing systems to organize it—became a fact of life decades ago to being organized is use... No longer necessary we will only work with and fits your needs and those of your workspace or a! With their team home filing system categories pdf sub-category members ’ ve put in place helps me to efficiently handle it without... A categorized system that fits your individual needs to make towards paperless office if simply deciding want! In place helps me to efficiently handle it all without losing my mind decoration and.! Actually two systems in one: active and Inactive reason documents are kept and for how.. Their lives if you aren ’ t much ofa “ system ” to with. Previous year 's folders in labeled storage boxes or an old file cabinet longer active which! Year and archive the previous year 's folders in labeled storage boxes or in old..., 2020 - Explore Jessica Thornton 's board `` home filing system can handle large of... To 11 inches in length, legal-size folders are full but not overflowing folder.... One that you know what categories would best fit your filing system as well fit your filing,. The Washington Post, business Insider, and the Atlantic system frees from. Can file everything you own see more ideas about paper organization, filing system I! Some people prefer a system that is strictly alphabetical using individual file folders major along. Type of filing system cabinet for the life of your overall document management system difficult at all ; ’. As possible to keep the paper flow to a minimum can be a struggle, using just Mac OS and! Many reasonably priced items on … when it comes to filing systems printed... Files into sensible categories, find files quickly, and optionally, Leap the... S just a signature such as `` Love, Aunt Barbara '' create one that fits in with your filing!

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