If your filing system consists of a giant stack of seemingly important papers, it is time to organise a better home-filing system. A system stores important documents in a way that makes them easily accessible. Locate any specific document within 30 seconds or less and quickly know how to file any document you receive.
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Create Functional Categories
The specific files to organise depends on who lives there. Families with kids have school or extra-curricular activity files in the system, whereas elderly couples devote separate files to each of their many health conditions. Sort through all the papers you plan to store in your home filing system and determine functional categories for each folder. Be specific in the categories: rather than having one folder labelled "banking," you need separate folders for different accounts. Similarly, if you keep receipts, you want one folder for electronics receipts, another for home improvement receipts, and another for the month's cash purchase receipts.
Order Files Logically
Set up your individual file folders in an order that makes sense to you. Choose to organise all of your files alphabetically, no matter what type of information they contain or divide your files into major categories, such as financial, insurance, household, school, work, and personal reference. After dividing files into major categories, each with its own drawer or large hanging folder, organise the sub-folders alphabetically.
To keep track of tasks to complete on different days of the month, create a rotating calendar file that organises the associated documents and reminders. Create folders labelled with "1" through "31" for the days of the month, plus 12 more folders labelled with month names. Place bills or task reminders in the folder corresponding to either the date within the next month or the future month in which the bill is to be paid or the task becomes relevant. At the beginning of each month, file each bill or reminder in the folder by the correct day, depending on the bill or task deadline.
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