Today I had to go through tons of files to get information for our home loan.
I had to find:
- 3 months bank statements
- Tax Returns and W-2's for the last 2 years
- 1 month pay stubs
- Matt's signed contract for work
- 3 months of our IDEX statements (investments)
It really shouldn't have been hard to find all these things, but it was! I was getting so frustrated and angry at myself for having such a bad filing system. I knew the general area in which to find each item, but within the folders I had no organization. I had to open every single pay stub (2 1/2 years worth) to find the most current. Since we do so much online (banking online, direct deposit, etc.) most of our Wells Fargo hardcopies of statements weren't even opened.
I have paperwork strung all over the house now. There really is a paper trail leading to me...
When we move I'm bound and determined to figure out a better filing system. Anyone exceptional at organization of files? Any tips? Boxes or folders or files in boxes?
5 comments:
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Have you tried the accidental fire method?
No, has it worked well for you? If so, maybe I'll turn pyro.
hmm..I wrote and posted a comment yesterday and now it is not here....
anyways
investments? you guys have investments?
as for filing, I recommend a filing cabinet. Once i had one, finding important stuff became mush easier...so long as i remembered to put it in the filing cabinet in the first place.
Blogger is odd like that sometimes.
Right now we have a drawer in my desk that has hanging files and a plastic box that has hanging files. They're both jam packed.
As for investments, about 1/3 of our savings is in mutual funds. IDEX. We're also probably going to open a Roth IRA soon here too. Can't start too soon saving for retirement...
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