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How to organize your bills and receipts
How to organize your bills and receipts










how to organize your bills and receipts

Just remember to clear out this folder every 3-4 months so it doesn’t get too full.

how to organize your bills and receipts

When you know you are going to return something, then you can tape the receipt to the item and put it by the front door so you can take it to your car- again, no frantic looking, it’s all in one place! You can also keep any rebate information in this folder until the rebate check comes. If you order something online and are waiting for it’s arrival, or if you are not sure you want to keep something you have bought at a retail store, you don’t have to go digging around through the piles or furiously looking through your purse or the floor of the car, just toss the receipts in this one handy folder. Here’s how I suggest using this handy folder: (You can find these at any office supply store.) Or the more utilitarian version from Decoflex ($14.95). (By the way, these are NOT affiliate links.) This pretty one is only $30.00 at Neiman-Marcus. You can make a separate file for each of the kids, or one for each family activity. Quick tip: use one of these to hold the frequently-used files, such as contact and emergency numbers, school and sports information, directions, tickets to events, etc. I would keep it handy, either in the front of your file cabinet if you have easy access to your files, or in a desktop file holder in the ‘command center’ of your home. This folder is like a way station for receipts that you may need to access in the near future. Possible returns: I have my clients make a special folder called Internet/Return Receipts. Here is my recommendation for each of these: (please check with your CPA or tax preparer for the final word)

how to organize your bills and receipts how to organize your bills and receipts

Most people keep WAY too many receipts! Remember, there are only a few reasons to save a receipt for warranty or insurance purposes, if the purchase has tax consequences or if you think you might return the item in the near future. I just wonder…how did our moms do it without all the nifty items we have now? The good news is, in the past ten or so years, the office supply industry, along with the ever-growing organizing industry has made great strides in developing cool and inexpensive solutions for our day-to-day woes. Greetings, Desperately, you are not alone! Most of us were not born with the filing gene. cards (birthday, mother’s day, anniversary) Message: Desperately need help with deciding how long and where to keep the following:ģ. One of our readers, Lynne, asks our organizer Jessica Duquette:












How to organize your bills and receipts