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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