This is the simple method I use to keep all our paperwork/bills organised and paid.
When anything arrives in the post during the week it goes on top of the boxes under the pig, then once a week on a Sunday morning I pay it, file it or shred it.
We have a file for each personal account, a file for the joint account, a box for insurance policies etc and a box for the children’s finance stuff.
There is also an A4 book that I use for keeping a written monthly budget, this also has our annual goals printed at the front.
We have gone paperless on most bills but not all companies offer this service. I like to be organised, it saves time and it can save you money. Who wants to pay late payment charges to a bank or company?
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This sounds like a great idea. I have most of bills online now and it saves a lot of waste and clutter.
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Very organised. I’m a bit jealous that you have so little paperwork there.
I’ve probably kept more than I need – it’s organised but there’s a hell of a lot of it. Do I really need to keep page slips from 5 years ago?
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thanks Tony
I just keep our P60′s and a rolling 12 months of pay slips. This is enough proof of income if you need it.
It might be different if you are self employed.
Laura
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Thanks rachel.
We are mainly paper free but it amazes me just how much paper I put out for recycling every week.
I’m trying to reduce it as much as possible!
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I have an award waiting for you over on my site if you’d like to come over.
All the best,
Deborah
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Good discipline and I like the approach. I am writing a poston a similar topic, based on my experiences, so hope you check it out.
Andy
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