fbpx

Paperwork Organization: Simplified

Share this post:
Pinterest
fb-share-icon
Share

Paperwork organization seems to be one of the most daunting tasks when it comes to home organization. I wanted to create an easy plan you can use to clear the clutter and stay on top of your papers once and for all!

bando

Step One: Gather all the loose papers from your home together. This should include current mail, business cards, receipts, work projects etc. Anything that doesn’t already have a “home.”

Step Two: Set up a bag for shredding, a bag for recycling and a bag of things to keep. Label bags with a sharpie in bold writing so you don’t get confused.

Step Three: Sort all papers into the three categories – Keep, Recycle, or Shred. Items that should be shredded include credit card offers, items with your birthdate, social security number, pin or account number and signature.

Step Four: Once you have taken care of the shredding and recycling you can organize the “keepers” into three piles:

1. ACTIVE: Current to-dos and action items. Mail, invitations, bills. Anything that needs your attention.

2. FILED: Papers that need to be filed include documents you need to keep but may only reference occasionally – i.e car records, house records, important documents, and medical records.

3. ARCHIVED: Archival documents include items you want or need to keep, but that you seldom or never reference – ie. tax records and receipts from previous years or memorabilia.

bando2

Step Five: Storage:

1. Your active documents should be stored in a bin, basket or wall pocket near your desk for easy access. Some people like to divide these into the subcategories”to-do” and “reference.” Use a bin or wall pocket for each category and make sure to review at least once a week.

2. Your filed documents should be grouped into broad categories and labeled in file folders. Store them in a portable file box or a filing cabinet.

3. Archival documents should be labeled and stored in water-tight plastic bins. They should be kept in deep storage like a closet, basement, attic or garage.

 I promise if you follow these simple guidelines you will feel so much better.  Happy organizing!

photos and folders by shop bando

Join the Community

Fewer, better emails. Actionable strategies to help you clear clutter from your home, life, and mind - delivered straight to your inbox.