My World Vision child’s progress reports
My investment statements
My monthly strata meeting minutes
My bank statements
All these and more I want to keep for a few years. But I’m so not a filing cabinet with files person. That’s just a lot of real estate and doesn’t fit my digital understanding of the world.
Staples gave me a new fetish that serves me well: 13-pocket accordian files. These aren’t just the meh brown ones any more. They come in all kinds of nice looks. I choose ones which are partly transparent with distinctive coloured trim.
I have one for each year which then contains all the statements mentioned above in its appropriate section, clearly labelled (handwritten. I’m not THAT much of a keener).
This accomplishes a couple key things for me.
1. Whenever one of the statements comes in I know exactly where to put it. No more mental friction trying to figure out where to put it.
2. Whenever I need something I know where to get it.
In addition to those key functions, I also find them aesthetically pleasing. They are “lite”. They exude “organized” without exuding “office”. And they take up just a discreet bit of shelf space.
So. How to declutter your finances? Try that system for yourself if you don’t currently have a place for your statements.
Photo Credit: Kasaa