Tips For Organizing The Finances And Filing

Have a home office? This system for organizing the finances and filing will help a lot in keeping all your bills and other paperwork ordered and tidy.

Have a home office? This system for organizing the finances and filing will help a lot in keeping all your bills and other paperwork ordered and tidy.

If not managed, paperwork and your finances can easily get out of control. However, organising the finances and creating a system to keep your online bills and/or paperwork tidy takes a little bit of planning, however having a good system in place will result in:

Less stress, because you can easily find what you are looking for
Helps you keep up to-do date with your household budget
A tidier office – meaning you can find things much easier when needed.

Tips for Organizing Finance and Fillings

Here are a few steps to create a ‘non-filing cabinet’ organised filing system for your paperwork.

Sort your Pile of your Paperwork

Sit in a big clear area on the floor with your pile of paperwork. Sort it into like piles. ie. phone bills together, insurance papers together, bank statements together etc.

Categorise your Paperwork

Grab a pen and paper and write down the paperwork you have piled. You will find that these piles can be categorised into groups such as:

  • Bills
  • Home and Auto
  • Medical and Pets

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