What categories are in a filing cabinet?
What categories are in a filing cabinet?
Sample File Cabinet Categories and Subcategories
- Financial information.
- Bank statements.
- Credit card statements.
- 401K statements.
- Paystubs.
- Pension info.
- Social security info.
- Tax documents – current year.
What are filing categories?
I use the following categories and sub-categories for my family’s personal filing:
- Home: mortgage, insurance, property taxes, utilities, alarm company, pool, work done, purchases etc.
- Auto: leases, claims, insurance etc.
- Finances: credit card and banking, investments, pensions, etc.
- Taxes: current year and last 7 years.
How do you organize your filing?
Effective File Management
- Avoid saving unnecessary documents.
- Follow a consistent method for naming your files and folders.
- Store related documents together, whatever their type.
- Separate ongoing work from completed work.
- Avoid overfilling folders.
- Organize documents by date.
- Make digital copies of paper documents.
How do you organize important files?
Reorder and Recycle Stop searching high and low for important papers, coupons, and receipts. Instead, sort papers by type and organize each subject in lidded file boxes or stackable plastic bins. To keep things organized, designate an hour each month to sort through the containers.
How do you organize important documents simply and safely?
Paper documents should go into a locked location. Crucial items — such as birth and marriage certificates, titles, wills, insurance policies — are candidates for a safe deposit box or fireproof safe. Store the safe “somewhere not obvious in the case of a break-in,” Madison says, and keep digital copies of its contents.
How do you organize a filing cabinet?
To organize a filing cabinet, sort your documents into different categories, such as utilities, auto, medical, pet, business, home, taxes, and finances. 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.
How to organize your family’s file cabinet?
How to Organize a Filing Cabinet Create a filing system. The first step in organizing a filing cabinet is to create a filing system. Make a list of files. Create clear and concise file names. Purchase or gather filing cabinet components. Prepare file folders and hanging files. Prepare your filing cabinet. Place papers into file folders. Set up a system for filing success.
How do you lock a filing cabinet?
Step 1: Open up the cabinet so that you have access to the lock core. You might even consider removing the respective filing cabinet drawer so that you have plenty of room to work. Step 2: Ensure that the core is in the “unlocked” position and then, depending on the type of core, reach for a wrench or pair of pliers.
What are the different types of filing cabinets?
The two most common forms of filing cabinets are vertical files and lateral files. A vertical file cabinet has drawers that extend from the short side (typically 15 inches) of the cabinet. A lateral file cabinet has drawers that extend from the long side (various lengths) of the cabinet.
