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