Tips in organizing financial papers:

Another pile of accordion file folders 

  • Set up a file just for receipts. Each day, place all your receipts from pockets, wallets, purses, etc. into this file. If you take a little extra time to mark relevant information it will save tons of time and stress trying to remember later. On a weekly or monthly basis, perform regular maintenance and file the receipts.
  • Keep bookkeeping activities up-to-date. Create a categorized finance report of the year’s itemized expenses. This saves accounting costs and is easily carried out with computer money management software.
  • For manual record-keeping, keep information on a spread sheet and put receipts into a categorized accordion file.

For more organizing tips, check out the resources section of our site: http://cathysexton.com/resources/productivity-products/