Keeping track of Important Papers

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This is a guide to keeping track of important papers for people have trouble keeping track of important papers.

I have spent many years losing passports and requesting duplicate tax forms and forgetting to pay my car registration on time because I couldn't find the paperwork. I was not able to keep track of my papers in a filing cabinet and I find myself quickly overwhelmed by paperwork. This is the system I worked out to get a better handle on it.

Premise

Essentially, what you are going to do is create a single folder where you do not have to sort papers at a granular level.

Why this Works

  • It's less overwhelming than a large filing cabinet or a desk drawer (because it's just one binder).
  • It allows you to find things relatively quickly (because you don't have to go through the whole folder to find your pink slip, just the "car" section).
  • It creates a place for papers to "go." If you get stressed out by paperwork you may struggle with putting things in the appropriate place, which can lead to accumulating little piles all over the place and having trouble remembering where the specific important piece of paperwork you're looking for goes.
  • It requires extremely minimal sorting; you're not putting your mechanic's bill into one folder and your pink slip and another and your insurance in another and your lease agreement in another - those all go in "car."
  • Clear page protectors allow you to see generally what's in the folder as you flip through.

How to Make Your Organization Folder

Materials

  • One 3-ring binder, no more than 2" thick.
  • A pack of transparent page protectors.
  • Folder organizers; you can use tabs, you can use colored sheets of paper, or you can use something else. I like the stiff colored plastic dividers with little pockets so that I can use the pockets to put the REALLY important stuff (Bloodwork report from the vet can go in a page protector, proof of rabies vaccination goes in the pocket up front of the "pet" section.)

Optional:

  • A backpack or messenger bag to store the folder where you can also put non-paper objects that need to stay someplace safe or that you would want to grab in an emergency. I have a DVD with my wedding photos, some family heirloom jewelry, and similar items in my bag with the folder.