Filing Organizing

Name the file folder with the first thing that comes to mind; no matter what it is or how irreverent.  This will most likely be the first thing that will come to your mind when looking for it again.

Organizing files alphabetically is commonly the easiest way to search for files later.

People often want to color-code their files according to topical area.  For example medical would be green, financial blue etc.  This can be a lot more work than it is worth.  Don't color code unless you are skilled at working a filing system. 

Having your filing system looking nice, professional and organized will promote and encourage you to stick with it.  Use a label maker whenever feasible to make the file tabs easiest to read.

If you share filing duties with someone else in the home/office, be sure to have a conversation on what protocols/systems work for each of you.

Your filing folders/system should all be in one spot, whether that is the office, kitchen, garage, or wherever you have the space to work in.

Purging files is the most important part of keeping a filing system working and manageable.  Not less frequently than at the end of the year, go through each file and dispose of/shred anything that is no longer needed or is outdated.  This will free up room for the upcoming year's paperwork.  Pull out anything tax related and retain it in a box labeled with that tax year.

Know what paperwork you need to keep and for how long.  Too frequently, you are filing items that can be tossed out.

Maintain consistency with your filing.  Schedule a time in your calendar each week or each month to file… no matter what.  If you let the pile grow too large, you will be less likely to tackle it and your paperwork will become increasingly disorganized.