Here it is – an update on my filing overhaul.
There has been a few change which caused me to rethink the entire plan. My husband will soon be taking the finances (some or all)! Because of this I realized that the files need to be super clear and easy for my husband to find. So gone went my great idea of paperless statements for our bills, and back to good old filing!
We are also going to be doing Dave Ramsey’s Financial Peace University AGAIN to get out of debt!
So here it is our nicely organized filing cabinet:
What do you think?
I’m actually a pretty serious perfectionist and I would have preferred to have gone out to buy brand new file folders or even some beautiful decorated files like these
But that seemed a bit over the top and not in line with our new budget! So I recycled the hanging file folders that I used last year by flipping them inside out and used the opposite side. I did the same with some of the file folders too! Pretty “GREEN” huh??
Here is how I organized my files:
Action Files (these are in the front)
Bills to Pay
FILE (everything that needs to be filed)
DEBT (I wanted to make this one stick out – to remind me about our goal to be debt-free!)
VEHICLES (auto repairs/car payment info, etc)
Explanation of Benefits
Well Baby Check (Dr visit reports) – Vaccination records – misc
Now, my Action files will soon be replaced by a Tickler System that I will keep on my desk. More on that later!
Have you used a Tickler System?? I’d love to know if it worked for you – Leave a comment!