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Simplify your filing system

February 22nd, 2012


Combine alphabetical and categorical files.

If you thought creating a great file system takes a lot of work, it might be you just needed some guidance on what system would work for you. This post will help you decide how you want to sort your files into categories and how to use those categories once you’re done.

Most filing systems sort alphabetically or by category.

Who says you have to choose one or the other? I like to organize files into large categories first and then place files alphabetically within those categories.  Why? You will save time and energy by narrowing your search and going straight to that section of your file system.  All your financial files will be together in one category. All your home files will be together in one category. And all your children’s files will be together in one category. When I look in a filing cabinet and see someone’s credit card statements under “V” for Visa and their Mastercard statement under “M,” I know a lot of time and energy is spent looking for and using those files. Having all your financial documents together in one place will also give you peace of mind.

When you combine categorical and alphabetical filing, you:

  • Simplify your searches
  • Put like with like
  • Reduce the time and energy you spend filing

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