(Closed) Home Filing System

posted 8 years ago in Home
Post # 3
Member
3525 posts
Sugar bee
  • Wedding: August 2010

@.twist.:

We have a filing cabinet, although we need a new one badly. With folders for mortgage, house bills, purchases, taxes (pay stubs etc), health insurance, bank etc. At the end of the fiscal year I save one or two bill statements then the rest get shredded. All important document get moved out of the filing cabinet into a storage paper box.

But all irreplaceable documents such as title and deed go into a fire safe.

Post # 4
Member
5654 posts
Bee Keeper
  • Wedding: April 2011

I keep everything filed in a filing cabinet.

Folder for

  • pay stubs
  • taxes
  • apt documents
  • appliance manuals
  • pictures (DS’s school pictures)
  • each bank account with original banking “packet” and then bank statements
  • monthly bills… seperated telephone/internet, elect, etc –
  • Auto Insurance (a seperate file for each)
  • Divorce & Child Support (for DS)
  • Health Insurance
  • And anything else.

For Statements, bills, or other multi-page documents, I unfold them, staple them at the top in the middle, and file them most recent month in front.

I have a “basket” that everything initially goes in and then I sit down and filing periodically.. every few weeks to few months depending on schedule and such.

Post # 6
Member
1116 posts
Bumble bee
  • Wedding: August 2008

We keep all critical paperwork (wills, car titles) in a fireproof safe.  We also have scans of all of our important docs (and wedding photos) on an external.hard.drive that we keep at my parents house.  For all the other paperwork like paystubs, bank statements, bills, etc. I have a filing cabinet next to my desk and just sort everything into it’s own folders.  It’s super easy to keep everything organized and to have to refer back to.

Post # 7
Member
3525 posts
Sugar bee
  • Wedding: August 2010

@.twist.:

Do you have BJs/Sams Club/Costco near you in Canada?

We got ours at BJs and it was like less than $80 and it’s fire and waterproof. You don’t want something too big. Big enough to fit 8.5×11 but small enough to carry out in case of fire!

My biggest tip?

Go to online statements!!!

Post # 8
Member
5654 posts
Bee Keeper
  • Wedding: April 2011

@.twist.: lol…. yea, unfortunately not. I’ve tried to see if it would, but alas, no luck. lol

We’ll either be getting a fireproof safe or a safety deposit box… we haven’t decided though b/c I don’t really want to have to worry about losing things from a break in (God forbid) either.

Once you have a place for everything though it’s not that bad to keep up. I got behind b/c he didn’t have a filing cabinet big enough.. just got a new one this weekend and I already feel SO MUCH BETTER!

Post # 11
Member
3525 posts
Sugar bee
  • Wedding: August 2010

@runsyellowlites:

Where did you get yours? Ours is just a simple metal one and eventually I want a wooden one that will match our office desk. But they are SO expensive.

We have a safety deposit box as well for valuables. Eventually the new title and deed when they come will get moved to the safety deposit box.

@.twist.:

hahaha. It’s a catch 22 because YOU want to be able to carry it out in case of fire but then it does make it easier for others to carry it out in case of theft as well. Good hiding spot is a must. 🙂

Post # 12
Member
5654 posts
Bee Keeper
  • Wedding: April 2011

@.twist.: lol

@Gerbera: I acutally just got one at office depot b/c it was on-sale. Prior to this weekend I only had small “decor” type file boxes so this fit MUCH better! I’ve thought about going to online statements, but since I’m in bookkeeping and considered “self-employed” I feel better about having them on hand. Especially after dealing with banks trying to “retrieve” old statements…. it’s SUCH a pain. lol

I think if we had  safe I’d probably keep it downstairs… I know I wouldn’t want to loose anything, but at the same time I’d rather a theif just grab it and go than come upstairs where we’re sleeping to look for stuff! EEK!

Post # 13
Member
1048 posts
Bumble bee
  • Wedding: June 2011

Just curious but if the safe is fire proof why are you carrying it out in the event of a fire?  Doesn’t that defeat the purpose?  

Darling Husband and I seriously need to do something with our filing. 

Post # 15
Member
24 posts
Newbee
  • Wedding: June 2011

Fire-proof safes are only rated to last a certain amount of time at a given temperature.  Most last 30 minutes, 1 hour, or 2 hours.  That means that if your house starts on fire the contents of the safe will be destroyed unless the fire burning the portion of the house that the safe is in is put out within the time limit your safe is rated for.

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