How to Create a Home Filing System for Record Keeping

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Wilfred Poole
How to Create a Home Filing System for Record Keeping
  1. What kinds of records would you keep in a home filing system?
  2. How do you create a personal filing system?
  3. What are the 5 basic filing systems?
  4. What are the 3 types of filing systems?
  5. What are the 7 steps to organize a home filing system?
  6. What papers to save and what to throw away?
  7. How do you organize large amounts of paperwork?
  8. What is the best way to file documents?
  9. What is a good filing system?
  10. How do you set up a file system?
  11. What is the correct way to file alphabetically?

What kinds of records would you keep in a home filing system?

Examples are mortgages, deeds, stock certificates, titles, birth and marriage certificates, some contracts, an inventory of household goods, one copy of your will, and divorce papers.

How do you create a personal filing system?

Setting Up a Filing System

  1. Purchase Necessary Supplies. Visit your favorite office supply store and make the following purchases: ...
  2. Create Labels. Label the expanding folder for the year. ...
  3. Organize Your Documents and Files. Once you have your folders labeled, start organizing your filing system.

What are the 5 basic filing systems?

There are 5 methods of filing:

  • Filing by Subject/Category.
  • Filing in Alphabetical order.
  • Filing by Numbers/Numerical order.
  • Filing by Places/Geographical order.
  • Filing by Dates/Chronological order.

What are the 3 types of filing systems?

Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified. In addition, you can separate each type of filing system into subgroups.

What are the 7 steps to organize a home filing system?

7 Steps to Organizing Your Papers Like a Pro

  1. Step 1: Determine Where Your Papers Should be Stored. ...
  2. Step 2: Purge Your Existing File System. ...
  3. Step 3: Collect all your loose papers. ...
  4. Step 4: Gather Filing Supplies. ...
  5. Step 5: Sort & Label. ...
  6. Step 6: Handling the Action Papers. ...
  7. Step 7: Weed out & Maintain.

What papers to save and what to throw away?

Important papers to save forever include:

  • Birth certificates.
  • Social Security cards.
  • Marriage certificates.
  • Adoption papers.
  • Death certificates.
  • Passports.
  • Wills and living wills.
  • Powers of attorney.

How do you organize large amounts of paperwork?

  1. Go paperless with bank statements and bills. Pixabay/stevepb. ...
  2. Purge your paper. ...
  3. Shred personal documents. ...
  4. Recycle your stacks of magazines and newspapers. ...
  5. Create a filing system. ...
  6. Put a recycling bag or bin near your front door. ...
  7. Create a “Take Action” station for papers that need to be dealt with. ...
  8. Store coupons in a binder.

What is the best way to file documents?

Filing your documents alphabetically is a simple and time-proven system. The name of each file folder corresponds to the name of each document. Many businesses use hanging file folders with tabs or sturdy preprinted file drawer dividers to separate the folders under each alphabetical heading.

What is a good filing system?

Simplicity: The filing system should be simple and not too elaborate. ... Accessibility: A good filing system should be arranged in such a way that the records are easily available whenever required. The filing system should allow the insertion of additional documents without disturbing the existing order of files.

How do you set up a file system?

Creating a File System

  1. Create a Basic Outline. Before you even touch your files, start by creating a basic outline of what records you have and how you want them to be organized. ...
  2. Create Detailed Sub-Categories. ...
  3. Begin Creating Files for Each Category. ...
  4. Use Color Coding for Different Main Categories. ...
  5. File Your Papers.

What is the correct way to file alphabetically?

a. alphabetize names by comparing the first unit letter by letter. If the first letters are the same, file in terms of the second letter, and so on. Names of individuals are filed as follows: last name, first name or initial, middle name or initial.


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