Oct 15 2016 setting up a home filing system to get your papers organized doesn t have to be difficult when you use these suggest home file categories.
File cabinet organization categories.
To organize a filing cabinet sort your documents into different categories such as utilities auto medical pet business home taxes and finances.
Here are some file organization ideas to consider if you work in a small office or from home.
Do what works best for you saves space and is convenient and a system that you will actually use.
Your personal filing system should include the following categories.
Part of small business kit for dummies cheat sheet.
This list will help you make sure you ve got all the files set up you ll need.
Academic car employment financial health id insurance and real estate.
There are many ways to organize a filing cabinet so you might have to play around a bit until you find the one that works best for you and your needs.
Some may be in their own filing system some on your computer etc.
Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system.
To do that you need to set up all the correct files in the right categories.
Then place each stack of documents into a labeled hanging folder and place multiple documents of the same type into sub folders to keep them contained.
Organizing a filing cabinet seems like it should be a relatively simple organization project.
So below i will outline some common categories and subcategories that people use to organize their own file cabinets.
Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box.
You round up your papers place them into manila file folders slide those folders into hanging files and then drop the lot into your cabinet.
Dealing with the paperwork is a large part of running a small business.
The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each.
But i file my business files in the order i use them with the most frequently.
Below are my suggestions for the categories of files you should create.
These filing categories need to be in a hanging file folder in a filing cabinet.