To develop a household filing system, you may wish to use the following suggested list of headings and subheadings.
Household Filing System Categories
Bills
- Paid Bill Receipts
- Unpaid Bills
- Tax Receipts
- Papers to File
Financial Accounts
- Banking
- Canceled Checks
- Account Books
- Statements
- Credit Card List
- Credit Card Receipts
- Deposit Slips
- Installment Agreements
- Loan Contracts
- Safe Deposit Box
- List of Contents
- Key
Investments and Savings
- Bank Savings
- Credit Union
- Money Market Accounts
- Mutual Funds
- Stocks and Bonds
- Other Investments
Insurance Papers
- Automobile
- Fire
- Health and Accident
- Homeowner’s Policy
- Liability
- Life
- Long Term Care
- Property
- Theft
Accounts and Records
- Account Book
- Automobile Records
- Computer Back-up Files and Password
- Magazine Subscriptions
- Child Care
- Education Information
- Transcripts
- Diplomas
- Employment Records and Resumes
- Equipment Warranties and Instructions
- Health Benefit Information
- Health Records
- Household Inventory
- Income Tax Records
- Letter of Last Instruction
- Living Will
- Durable Power of Attorney for Health Care
- Power of Attorney
- Property Tax Records
- Real Estate Records
- Social Security Records
- Wills (copies)
Correspondence
- Personal
- Business
Personal
- Address List
- Birthday Dates
- Holiday Card List
- Gift Suggestions
- Hobbies
Organizations
- Church
- Civic Groups
- School
Reference Material
- Budgeting
- Equipment manuals
- Information about planned purchases
- Warrantees
- Other information
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