STORAGE SUMMARY AND JANUARY TASKS
Storage – What Goes Where
In the file cabinet:
- Make box-bottom hanging files for broad categories, putting category names on their tabs
- Make manila folders for sub-categories (e.g., in the Insurance hanging file, you’d have Homeowners/Renters and Auto folders at the least. (If you rent and don’t have Renters insurance, get it!)
- Make individual folders for manuals and put them in box-bottom hanging files by category.
- Items you’ll file directly into the cabinet when received would be, for example, auto purchase and maintenance records, receipts received irregularly that you want to keep, and updated insurance policies (while still keeping the original if it has riders), and manuals.