These filing categories need to be in a hanging file folder in a filing cabinet.
File cabinet organization categories.
Academic car employment financial health id insurance and real estate.
The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each.
Dealing with the paperwork is a large part of running a small business.
Do what works best for you saves space and is convenient and a system that you will actually use.
So below i will outline some common categories and subcategories that people use to organize their own file cabinets.
Part of small business kit for dummies cheat sheet.
To do that you need to set up all the correct files in the right categories.
Below are my suggestions for the categories of files you should create.
Organizing a filing cabinet seems like it should be a relatively simple organization project.
Your personal filing system should include the following categories.
You round up your papers place them into manila file folders slide those folders into hanging files and then drop the lot into your cabinet.
Oct 15 2016 setting up a home filing system to get your papers organized doesn t have to be difficult when you use these suggest home file categories.
But i file my business files in the order i use them with the most frequently.
I file our personal files in alphabetical order starting with the beginning of the alphabet.
Depending on how many files you have you can either designate a whole drawer to one category financial information for example or just a few files to that category bank statements credit cards etc.
This list will help you make sure you ve got all the files set up you ll need.
There are many ways to organize a filing cabinet so you might have to play around a bit until you find the one that works best for you and your needs.
Here are some file organization ideas to consider if you work in a small office or from home.
Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system.
To organize a filing cabinet sort your documents into different categories such as utilities auto medical pet business home taxes and finances.
Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box.