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good method for filing?

February 27 2012 at 4:55 PM
Stacey  (Login Stacey_K)
The Frugalista Files

Does someone have one?

My technique has been to gather what I feel is appropriate paperwork to keep for a year, then shove it in a box. I'm thinking I may need to alter this method after finding 2004-2008 with part of 2009 mixed in one box, well some in another box, and 2009-2010 stuff is in a box, more on the shelf, some on the computer and in the firesafe. I just spent the better part of two hours trying to sort it out and go through files on my computer to ultimately try to correct a tax mistake.

Do you keep years together? Or do you keep all of the same together? like in this case if I had been able to put my hands on my brokerage statements from 2007-present it would have been handy versus digging through each years pile.

And how long do you keep most documents? 7 years? I'm ready to start shredding some of it!

 
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