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E-File Cabinet Organization

January 10th, 2018 at 10:57 pm

So we have an electronic file cabinet. We scan in everything, keep electronic copies of all statements, all tax documents, important receipts, etc. It makes very organized every month statement of investments, checking/savings/CC, loans, etc.

But it does take quite a bit of while. I have been working 1.5 hours tonight and I'm still not done. I'm doing monthly statements pretty much for every account we have for 2017.

I already have our 1099 for Chase for our checking/mortgage documents because of this. But loading each pdf can take awhile. Then saving it and cleaning it up. Further scanning in bills that are not electronic like our water bill takes time. Also invoices or receipts for our remodel takes awhile as well.

I used to try and keep up 1x/month. Usually in the 1st week I download all credit card bills and statements and sit and make payments as well on the 1st. This usually takes 1-2 hours. I also log each payment and copy the confirmation code into an excel spreadsheet. But today I am doing all statements for investments mostly I've missed in 2017.

Then after I'm done my DH comes along and backups our electronic file cabinet, that's what we really call it, onto an external hard drive along with our photos from our phones. He also do a cloud backup as well. So we have a few different copies of everything. Included our file cabinet is scans/photos of birth certificates, passports, visa, all important documents.

I will admit has become quite time consuming. Sometimes I wonder if I should just kick it off. But it really helps us keep all bill paid on time.

What do you do

3 Responses to “E-File Cabinet Organization”

  1. rob62521 Says:

    Smart move on backing everything up.

    It sounds like what you are doing is time consuming, but worth it. I keep spreadsheets of our investments since we have them in different places. But, I don't do the bills the way you do.

  2. creditcardfree Says:

    Impressive! I wish I was better at backing everything up. I only keep year end statements, since they show all transactions, well for investment accounts usually. I no longer keep bank statements or credit card statements long term.

  3. LivingAlmostLarge Says:

    It takes a while to do everything. I guess I am overly crazy at documenting everything.

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