That’s it. I’m making a plan and sticking to it.
I need to get my mess of files under control. They’re driving me bonkers.
I submit an Expense report weekly, and if I don’t print it and attach the hotel bill to it, and they audit me, I can get royally screwed… so I have to keep a copy of all of that but not necessarily a hard copy.
Plus I have medical expenses I submit, notes I need to keep, whatever!
I’m considering buying a portable scanner like the Docupen (seriously.. $400 is a worthwhile investment) and scanning in every document but I haven’t tried this magical scanner in person and I’m wary about any new technology that costs $400 *ouch*…
But I want to scan in EVERYTHING that doesn’t need to be an official hard copy… seriously. This is making me go nuts.
I need an external hard drive only to hold handle my mess of documents, but first I need a plan for categories in my life, before I can figure out what I need to handle it.
So my plan is kind of the following:
Government
- Health
- Taxes
- Driver’s License
- Social Insurance
- Citizenship
- Passport
Work
- Expense Reports
- Health Plan
- Retirement Plan
- Contracts
- Career Path (my yearly reviews, client feedback)
- Training
- Contacts
Life
- Recipes
- Ideas
Finances
- Will/Life Planning
- Retirement Savings as of _______
- Investment Statements
- Debt information
- Credit Card Statements
Bills
- Telephone
- Cellphone
- Cable TV
- Cable Internet
Rewards Programs
- All the different stores that I have points/cards with
I’m sure I’m missing a ton… help!?!?
Does anyone do this or have a plan on how to tackle this? The mess of papers is driving me bonkers.








