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A Colorful Way to Organize Your Files

File Organization Checklist by author Meghan Carter

  • A fool-proof color coding system.
  • How to sort through and dispose of old files.
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    File organization gets simplified with Master Simplifier, Cynthia Ivie's, easy system. During my interview with Cynthia at her company White Space, I discovered the secrets to making your files easy to access. Below are the quick steps Cynthia suggests for getting your files in order.

File Organization Made Easy

  • Color-code your file folders. Pick a color you associate with each category of files. Here are the colors Cynthia suggests:
    • Green for finances.
    • Blue for education and career.
    • Red for home and family.
    • Orange for health and fitness.
    • Purple for hobbies.
  • Alphabetize the files in each category. For example, in the finances category the files would auto, banking, credit, etc.
  • Purge the files you no longer need. There are record retention guidelines that will tell you how long you should keep your files. Talk with your accountant or attorney to learn more about the guidelines.
  • Shred all documents before throwing them away to avoid identity theft.
  • Consider signing up for online banking to keep the files you have to organize to a minimum and to eliminate the paper trail that increases the chances of having your identity stolen.

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