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Your financial life is more than just your bank accounts and investment accounts. It includes everything from your assets, like your home and cars, to insurance, to your documents that prove your identity (birth certificate, passport, etc.). Every year, more and more documents get added to the pile, and it can be a pain to keep organized.
I’ve discussed using online money management tools before to help you stay organized, and now I want to highlight a great product that I use to keep all my financial (and other) paperwork organized.
It’s called HomeFile.
How It Helps You Stay Organized
HomeFile isn’t like Quicken or another money management program. It’s designed to help you organize your files. Think about these examples:
- Automotive: Maintenance records, registration, warranties, manuals, receipts, title, parking tickets…the list goes on…
- Insurance: You could potentially have many different policies that could include home, auto, recreational vehicle, health, disability, property, life, annuities, and more. How do you keep everything organized, and make it easy for loved ones to access it if they need to?
What it does is create a system for your files that allows you to keep everything organized and in its place. It takes only a few minutes to setup, and it is incredibly easy to keep up with as you continue to file stuff.
If you’re tired of clutter and disorganization, think about this system as a way to get everything else offline in order. It is so easy and it does save time and effort.
Readers, do you have a system for filing your important documents?
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{ 11 comments… read them below or add one }
Thank you for the info
I have always gone with the age old filing cabinet filing system. This is much more 21st century. I’ll have to check it out.
It goes into your current cabinet but it is so helpful.
Looks like a great way to get everything into one place instead of scattered. I may have to invest in that.
never heard of it thanks ill check it out !
My “system” leaves something to be desired, because although it works for me (things labeled in the filling cabinet based on whatever the name of the company was when I started dealing with them 10 years ago instead of their current name or by topic) it would be bad if my husband had to figure it out. Maybe I should move this up my to-do list…
Now is a great time to reorganize – between taxes and spring cleaning, you’re going to be going into the files anyway!
I appreciate any thing that helps me get organized. When I don’t have to go around searching for things it’s a big weight lifted off my shoulders. Thanks I’ll definitely check it out!
My system is less of a system and more of a couple old files piled in a drawer. Maybe this is worth more than a thought. I can’t imagine keeping this up much longer. Haha,
-Ashley Morrissey
ashleymorrissey90(at)yahoo(dot)com
Not interested in home file, my home computer file is enough to manage my finances as of now. Thanks for the heads up though. At least now I know such a thing exists.
What do you do with your paper stuff, like car files and the like?