Managing a family’s affairs requires keeping track of important records and paperwork. The problem with so many papers is that households can end up struggling to find ways to organize the paperwork and find storage solutions for necessary items that are not needed at the particular time. In addition, securing these documents can be a challenge, as most people don’t realize how important it is to protect their personal information. Even the smallest ATM receipt can give identity thieves access to someone’s account, and the typical person might not realize that leaving it on the coffee table could be a big mistake. Managing paperwork takes a little work, but ultimately it is worth the effort of getting organized.
Separate Documents Into Categories
According to Carolyn McKinney from the University of Ohio, households have documents that range from financial paperwork to medical documentation. With a wide array of different papers, a household should always begin the process of organizing by placing paperwork into different categories based on the purpose of the paper. Categories a family might consider filing paperwork under include financial, medical, religious and insurance. Organizing also makes it easier to differentiate between important documents and shredder material.
Break the Categories into 3 Groups
Each category will have certain paperwork currently in action, papers that are necessary to keep for a certain time period and documents that are permanent to the family. Cynthia Ewer on OraganizedHome.com suggests breaking down the paperwork into three separate files under the ABCs of organization. Her suggestion is to divide paperwork into sub-categories for paperwork that is currently in action, basic household files that include routine expenses, and classic files that are a permanent part of family life.