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Financial Freedom

Home | My Testimony | Testimonies of Success | What the Bible Says | Form 1; Personal Monthly Income & Expense | Form 2 - Personal Daily Journal | Form 3 - Percentage Guide | Money Saving Hints | Debt Settlement | Getting Organized Personally | Business - Daily Journal | Business - Monthly Summary | Financial Bondage? | Order of the Balanced Life | Achieving Your Goals | Overcoming | Prosperity | Habits | Seed Faith | 36 Ways to Reduce Stress | Wisdom Keys from Mike Murdock | Covenant of Blessings by Mike Murdock | Getting Organized Business | Favorite Links | PDF files for printing

Getting Organized Personally

Filing - Key to Organization & Time Savings

filing.jpg

1. Create separate folders for each of your budget categories:
 
Income (Master Folder)
     (Sub Folders)
     Salary (paystubs)
     Pension Account Information
     Interest/Dividend Accounts
     Net from Investments/Rents
          (Sub Folders)
          Rent received (copies of contracts/checks)
               Expenses (Sub Folders)
                    Mortgage
                    Insurance
                    Taxes
                    Utilities
         Gift/Inheritance
         Other
 
Tithe & Offering (keep receipts)
 
Tax Returns (copies & back up documents by year; keep 3 years + 1)
 
Housing (Master Folder)
     (Sub Folders)
     Mortgage/Rent
     House Insurance
     Real Estate Tax
     Electric/Gas/Oil
     Telephone
     Trash
     Water
     Cable TV
 
Food (Receipts are required if you are claiming a disputable exemption)
 
Auto (Master Folder)
     (Sub Folders)
     Payments
     Gas
     Auto Insurance
     License Tag
     Repairs/Maintenance
 
Insurance (Personal) (Master Folder)
     (Sub Folders)
     Life
     Health
   
Debts (Master Folder)
     (Sub Folders) by Debtor
 
Entertainment (Master Folder)
     (Sub Folders)
     Dining Out
     Trips/Vacations
     Babysitters
     Activities
     Video Rentals
 
Clothing (by individual) keep receipts on items to be donated later
 
Savings Accounts
 
Investment Accounts
 
Medical Expense (Master Folder)
     (Sub Folders)
     Doctor (per doctor)
     Dentists
     Prescriptions
 
Miscellaneous (Master Folder)
     (Sub Folders)
     Drug Store Items
     Beauty/Barber
     Laundry/Dry Cleaning
     Subscriptions
     Gifts (Including Christmas) in event of returns
     Special Education
     Pet/Veterinarian
         
 

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BE CREATIVE! Use color codes, adjust placement of the folders.
YOUR filing system is YOURS and must work FOR you.
 
God Blesses Organization.
Organization eliminates waste of time looking for items/
Organization eliminates confusion.
Organization is GOOD FOR YOU!!