Household Filing System

Personal Finance January 31, 2008|Print

To develop a household filing system, you may wish to use the following suggested list of headings and subheadings.


Household Filing System Categories

Bills

Paid Bill Receipts
Unpaid Bills
Tax Receipts
Papers to File


Financial Accounts

Banking
Canceled Checks
Account Books
Statements
Credit Card List
Credit Card Receipts
Deposit Slips
Installment Agreements
Loan Contracts
Safe Deposit Box
List of Contents
Key


Investments and Savings

Bank Savings
Credit Union
Money Market Accounts
Mutual Funds
Stocks and Bonds
Other Investments


Insurance Papers

Automobile
Fire
Health and Accident
Homeowner's Policy
Liability
Life
Long Term Care
Property
Theft


Accounts and Records

Account Book
Automobile Records
Computer Back-up Files and Password
Magazine Subscriptions
Child Care
Education Information
Transcripts
Diplomas
Employment Records and Resumes
Equipment Warranties and Instructions
Health Benefit Information
Health Records
Household Inventory
Income Tax Records
Letter of Last Instruction
Living Will
Durable Power of Attorney for Health Care
Power of Attorney
Property Tax Records
Real Estate Records
Social Security Records
Wills (copies)


Correspondence

Personal
Business


Personal

Address List
Birthday Dates
Holiday Card List
Gift Suggestions
Hobbies


Organizations

Church
Civic Groups
School


Reference Material

Budgeting
Equipment manuals
Information about planned purchases
Warrantees
Other information


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