About jack Expertise I have more than 50 techniques that will help people to plan their short and long range tasks and events more efficiently and effectively, how to reduce the amount of paper clutter they have, how to organize their files, how to handle telephone interruptions and how to juggle and schedule multiproject workloads.
Question How long do I need to keep a credit card receipt and monthly bills? How long do I need to keep checking statements and cancelled checks?
I have a desk with hanging folder space. How would you suggest I set up my files?
Do I also need to keep all the Medicare statements that come for my mother. (THIS IS NOT A BILL type)
Thanks Carol Ann
Answer Hi Carol Ann,
Keep credit card and monthly bills and checking statements and cancelled checks that are more than a year old for 7 years(gov't requirement). Keep them in a box, accessible, but not where they will clutter your everyday work area. Identify a single place in your home for this that you may consider to be archives. Like on a top shelf in the least used closet. Not in your basement if it has mildew (like mine).
Set up your desk files alphabetically, except for a few you may use very frequently, like a folder to keep expenses for the current year or current bills owed or checking statements, or your mom's current medicare statements. Keep them, also alphabetically , in front of the others. For your mother's statements that are more than a year old, keep them also with the archives, as above.
Hope this helps, Carol Ann. If you have other questions, you may write me at Jackrap1@aol.com.
