We can't get Freedom Filer in the UK (well we can but the shipping from the US is significant...) so I just followed the basic principles. Sorting out the boxes of paper has been a breeze and it made me realise that the major failing of every other system have used was that there was no where for the papers that you need to keep for a bit. The 2 yr rotation system is a game changer for me. The stuff that needs to be kept just isn't swamped in temporary paperwork and I really can now file in seconds. Thank you!
Doing house work for 50 years, I rarely learn anything new from anybody, But you have really shown me the stuff I can buy from Dollar Tree and how to use them. I didn't know the baskets were stackable until you came along. Thank you so much. : ) Keep it up.
You are fantastic. Your videos are short, palatable bits of information! I so appreciate that you don't ramble on and on...you get straight to the point, right away in a very pleasant way! Thanks soooo much!
Thank you SO much, Kathryn. This tip is by far the most useful video to me. I've been overwhelmed with filing and paper clutter for just SO long!!! Bless you!
A caution here. Even, Odd years. When you bring the odd year up, replacing the even year, you can't throw out the entire odd year files out. It is true that the January file is 2 years old, but the December file is only 13 months old. In other words, you have to do this month by month. In January, you can replace the January file, in February, the February file, etc.
Omg Kathryn thank you for this inspiration to sort out my paperwork . I am a bit of a hoarder and have spent all of today going through my paperwork - I had bank statements going back to 1999 !!! I feel so fantastic and now have a ton of old paperwork to go on my fire . Thank you x
Yet again, just the perfect video for where I'm at in my sorting out the house... Cheers for the tips, Kathryn. I'm so motivated to persevere at de cluttering - it's uncanny that your videos are exactly what I'm needing at the moment to keep me on track. Hello from Safety Bay xxx
I just ordered the Freedom Filer after watching this! I just got it today and I am so excited to start getting organized! Thank you so much for your inspiration!
I really like your system and I think I'll have to give it a try. I'm a little resistant to change of any kind but this looks so easy. Besides, I need to get over myself, and be open to new ideas. Thank you for sharing all of your wonderful ideas!
I made my own Freedom Filer system last summer and it has been AMAZING!! I just followed the information on the Freedom Filer website and my own google search. Then, I made my own tabs color coded like the FF! Easy Peasy! Now, all of my papers have somewhere to go and it is easy to access what I need. I don't wait to file at the end of the week because it takes less than 30 seconds to put a paper in the system. If I wait to file, I'd have a mountain and I don't want to go there again! :)
I love this. It's organized but not something that needs to be maintained daily. I feel like I could just grab this and go or have this set up at my desk.
Just ordered! The last 3 days I have been going through banker boxes, portable file boxes, crate boxes of papers!! Stop the insanity!! Hope to post a before and after change soon!!
I bought the Freedom Filer system last spring but before I could master it, we moved and are temporarily living with my parents so our files are in boxes and all papers are going into a new box to sort through when we finally move into a new house. I can't wait to get it going again! I think I used too many folders with the freedom filer and will condense it down next time. Thanks for the inspiration!
After watching your first files video and a couple others' on the Freedom Filer, I was convinced and got it. IT IS AWESOME!! Thanks for sharing this update!
I am the same, livelovelatte, I saw the Freedom Filer featured on Kathryn's channel as well as a couple of others. I was in dire need of help myself at the time, and I have been thrilled with the results. My boyfriend is new to the system - he's a paper hoarder - I told him I was taking over, basically, after I showed him how the system works and he's cool with it, so Yay! Love the video Kathryn, as usual.
Thanks for the Video clip! Sorry for the intrusion, I would love your opinion. Have you considered - Mahorrla Control Clutter Method (probably on Google)? It is a great one of a kind product for decluttering your home without the headache. Ive heard some extraordinary things about it and my mate at last got excellent results with it.
Nice Video clip! Apologies for butting in, I would love your opinion. Have you researched - Mahorrla Control Clutter Method (should be on google have a look)? It is an awesome one off guide for decluttering your home without the normal expense. Ive heard some extraordinary things about it and my cooworker at very last got amazing results with it.
Hi Kathryn, I was inspired by you and I am finally getting around to organizing my files as well as my kids' artwork and memorabilia. I loved the green "monthly" files idea, self-purging files sounds like a dream! I created a red "health/vital records" and a red "school/work" records for each member of my family. I had a question on medical bills, where do you file them once they are paid? In the green monthly files, or in a red records file, perhaps separate from immunization records and physicals? Or do you even save bills once they are paid?
I watched your video over a year ago...and I have implemented some of the things you have mentioned. I love the way my files are set up now. Thanks so much for sharing. -Tai
How do you keep receipts that are printed on that heat paper? I tried to keep them, but they all eventually turn white. Is there something to store them in where they won't turn? Btw, I found out that this paper is actually toxic with chemicals. I would rather not store it in the freezer (which is what my mom does in a tub w/ a lid) because I don't have a lot of space. Our family does everything online, so the only papers we actually need to keep are receipts.
I make a copy of the receipt so I will have it. Some places let you get e-receipts. So I made files in my email for the different stores and put the e-receipts in those files. I actually resend the email to myself with the subject line stating what the main item purchased. So that makes it easier to find the needed receipt.
I like the general concept of the Freedom Filer product except legible receipts for tax or proof-of-purchase reasons do need to be kept for longer than 2 years in most cases. Also, for anyone with low vision challenges, the FF products have much too small text, even in their larger style. So I made my own version in print that I can actually see. Amazing how so many products completely ignore the growing population of those with various disabilities/challenges. How can so many be so invisible?
Do you really throw out tax related papers after only two years? I'm pretty sure that is not recommended. And if you're running a business it's definitely illegal. Moving them from the filing cabinet to some sort of secondary storage (like a cardboard box in the garage) would make sense, but not shredding them! I don't know the accounting and bookkeeping laws there in the States, but here in Sweden I'm legally required to keep tax and business related papers for 7 years. And standard bookkeeping practice is to keep personal receipts for 3 years.
In the US, 7 years is the norm. I was surprised when I watched this video as well, I know they say that our IRS has three years to contact you if there is a problem, but I was always under impression that keeping tax documents for7 years was the cardinal rule, everywhere.
Andreas Karlsson when going thru the citizenship process in the US they asked me for 5 years of tax records. I’m thankful that all of these things are digital now or I would have been in trouble
You are telling my story!!! Lol. I think I began to start clapping as soon as you starting talking. "I'm not alone!". I'm following the DoItOnaDime method to try to declutter my life!!! Lol. I'm literally a 'paper hoarder ' , I keep everything in an unhealthy "fear" that I'll need it later.Smh. I'm determined to declutter and downsize unnecessary paper hoard. Thanks.
This may sound very silly, but why keep monthly bank statements? As long as you keep up with your checking account wouldn't that suffice and couldn't you always print what you needed in the event you needed it? Do you keep bills, like water and electricity. In no way am I trying to be arguable but if I should be keeping these items I would like to know why as I shred most everything unless their is a problem because I hate paper.
Paper clutter is my worst fear!! I avoid it so much I didn't even want to click on the video but I'm glad I did. This system seems simple enough to actually work.
thank you for the tips on fileing . I have been trying to figure out a good way that is easyer then what I have been doing . I do have a question. How long should a person keep medical bills?
I'm a huge fan of decluttering and throwing things away so sometimes I have to rein in what I throw out, unfortunately that doesn't extend to paper!! I'll be taking some tips from this video for sure!!!
I once read that you need to keep important papers like taxes and insurance 7 yrs . Is this true? Hard to declutter papers in my house because I have lots of old papers of this sort.#HELP
What type of things to you keep for the "month" section vs. what do you decide you don't need to keep/file? I feel like i keep everything when I probably don't need to.
Great video! How many drawers do you use for this system? I trust you find using letter size folders sufficient? Or do you use some legal sized ones too?
Kathryn, just watched your file organizing...AMAZING! So need this. Question...how do you handle receipts...grocery, hair, nails, everyday, birthday, etc. I'm overrun with receipts. Thanks
Hi! Quick question - do you still deal with papers this way? I'm about to go for it - setting up my paperwork in this fashion - and wonder if this method has stood the test for you.
Kathryn, First I Love your channel! Can you tell me if it is necessary to tear-up or shred credit card applications? I know anything with our SS# on it must be shred! Must I shred prescriptions labels or papers? These are the two things I question? Thank you for your time!
Kathryn! Do you keep the manuals and paperwork for your small and large appliances? In the twenty five years that I've kept them all, or shall I say ALL, I might've referred to one or two, once or twice. Do you keep them? And if yes, how or where? I'm tempted to throw them away. What do you do?
How funny, I JUST ordered this filing system last night after seeing your first video on it from a few years ago. I'm glad to see you are still using it & loving it. Can you do a more lengthy video on your paper sorter & your system on handling everyday paper & mail? That is my biggest problem...I don't have a good system for what to do with daily paperwork that comes home. My daughter's school work, my son's preschool artwork, school newsletters, mail, coupons in the mail, etc. Before I know it, it's piled up. Also, what do you do with photo Christmas cards that have pictures of friend's children & family photos? I hate throwing pictures away so I keep them but I haven't found a good way to store them. Thanks Jami
***** I felt the same way about my Christmas cards with photos as you do! I cherish and appreciate each and every one of them and I didn't want to put them in a box with the rest of my photos, so I created a special photo album just for them. I also use sheet protectors and put the "Christmas Letters" in there that I receive! It has worked out well for me!!
My husband's uncle, the nicest man in the world, keeps all papers from his dad's business from many years ago. His home is full of papers, only paths left thru the rooms, and papers stacked all around. I sure wish someone could help him, but he won't toss them out of fear. He would like to move, but cannot due to papers and other stuff from his parents. It is funny cause you can ask him for something, and he will go down in his basement and find one.
Hi Kathryn!! So my husband is a small business owner and I sometimes feel lost when organizing papers for it! I'm decent at filing personal paperwork (still learning) but not so much when it comes to business...and how to keep the 2 separated. Could you possibly do a File Organization video for small business owners? I LOVE your videos; they have helped me so much! Thanks! 😄 ~Erin
(P.S. - I love how your videos are about the viewers and trying to help us out with daily life. When filmers on youtube check their on- screen makeup every 2 seconds, they make it more about themselves & lose credibility quick. Your videos are helpful and very enjoyable to watch. Bravo! 😊)
Great video; however I think you should be clearer on what exactly you are shredding after 2 years, because, for people in the US, in some situations the IRS can audit you up to 6 years prior. You did say receipts at some point, but it was little confusing, and people who are new to paying taxes might not know to hang on to those files for 7 years.
question...would taking a picture of the art work or scanning it to save on an SD card to put in a digital frame be too much or less sentimental? I thought about scanning at least the regular sized art work to save on a jump drive for the kids for less real estate to be taken up.
I keep a binder with separated sections for all bills. They go in once paid, and purge at the end of the year. *Clarification - when I say all bills I only mean utility, phone, cable etc. Any bills relating to my debts are kept in a separate folder and not purged until the debt is paid, but then I scan all the documents to a storage hard drive that is kept in my firesafe box, then purge the documents except for a final sheet showing the full transaction/life cycle of the debt and it's final resolution. Full but basic. So yeah...that's my go to. lol Of course there is still the personal medical files etc to work through, but I'm getting there.
Just purchased these on your recommendation! Hoping for pretty files in the years to come! Thanks for all the videos. PS just discovered Dollar Tree....yahoo!
I have a plexiglass file organizer/box also. I purchased it from target like 5 years ago (they still have them) & I just left the container store today, they also have plexi file organizers/boxes
Hello, I enjoyed video. How do I organize my son's Medical / Mental Health Papers & I have some notebooks started in 2005? Should i scan into Digital? This is taking over the filing cabinet. -- Also how much if at all of old School papers should Mom keep in her (Keepsake Box).. the last child graduates soon. Thanks
+1Koolemom I kept a file for each of my kids with special papers, report cards, autographs, awards, etc. They forgot about this stuff. When they grew up I gave it to them, and they were delighted and tickled to go thru it! You can take a photo of large special projects they have done, and pop it in the file. Eventually the project falls apart and can be thrown away, thank goodness!
How long are you supposed to keep things like bank statements, the top portion from bills that have been paid, etc. I was under the impression you needed to keep them for seven years. If not I am cleaning mine out today because I have SOOO many papers!
Janel Uhlich We keep them for 2 years in the rotating system. It works great. The main reason for keeping those is if there is a payment discrepancy. Tax documents are a suggested 5-7 years (there is a section for this in long term filing I did not show in the video).
I did a little research and seen that a lot of people were only keeping them for one year and tossing them after tax time each year. I think I may try that! I loved the video though! I look forward to your videos!
Please help! Does anyone know where I can buy this in Canada? I've checked your blog and clicked the link (to Amazon), but the Freedom Filer is not available to ship to Canada! I have tried finding it online in Canada, but I've had no luck.
Our vital records are in a fireproof lockbox in the front closet. I prefer filing by category not month so your system would not work for me. My files are awesome! Kathy B.
I try to get rid of something everyday, not per se files, but sometimes it is. Old mail, junky stuff, helpful stuff that isn't helpful, etc...by trashing or recycling. That said, my reference stuff is a basket, with things thrown in.
I'm interested in purchasing the Freedom Filer but when I look for it on Amazon I see two different ones. One says 1/5 size and the other says 1/3 size. Which do you have? Thanks! :)
When it comes to taxes, go with the better safe than sorry routine. Keep copies of everything! It doesn't have to be physical, it can be scanned copies you keep on a thumb drive. but keep them! keep copies of old checks you deposited or paid, keep them from up to 5 years ago. Trust me, you don't want to have to be scrambling to try to figure out what that check from 2013 was when the IRS comes knocking.
I've always admired your system! How long do you keep your bank statements? I've been keeping a year's worth? I just purged/shredded my 2013 statements today. As always, thanks for sharing!
I no longer find it necessary to receive printed bank statements since I get monthly reminders from the bank of their availability online, plus I use a reconciliation budgeting software called YNAB (You Need A Budget) and I get online to see my bank accounts and reconcile them pretty much weekly or biweekly at least. So, if my tax consultant needed statements from me; they are readily available online (5 years worth in the case of my credit union); so that lifted a burden from me!
Love you videos. I get some great ideas from you, and I'm a very organized person. You must keep all tax items and returns for 7 years! So as of right now you should have all tax items back to 2008.
we have the freedom filer. it's OK. my husband refuses to use it because he just guessing get you sort by month. have had it over a year now and think we need to just spend a little more time with it...
We can't get Freedom Filer in the UK (well we can but the shipping from the US is significant...) so I just followed the basic principles. Sorting out the boxes of paper has been a breeze and it made me realise that the major failing of every other system have used was that there was no where for the papers that you need to keep for a bit. The 2 yr rotation system is a game changer for me. The stuff that needs to be kept just isn't swamped in temporary paperwork and I really can now file in seconds. Thank you!
Doing house work for 50 years, I rarely learn anything new from anybody,
But you have really shown me the stuff I can buy from Dollar Tree and how to use them.
I didn't know the baskets were stackable until you came along.
Thank you so much. : ) Keep it up.
You are fantastic. Your videos are short, palatable bits of information! I so appreciate that you don't ramble on and on...you get straight to the point, right away in a very pleasant way! Thanks soooo much!
Thank you SO much, Kathryn. This tip is by far the most useful video to me. I've been overwhelmed with filing and paper clutter for just SO long!!! Bless you!
A caution here. Even, Odd years. When you bring the odd year up, replacing the even year, you can't throw out the entire odd year files out. It is true that the January file is 2 years old, but the December file is only 13 months old. In other words, you have to do this month by month. In January, you can replace the January file, in February, the February file, etc.
charlize841 made no sense lmao
Omg Kathryn thank you for this inspiration to sort out my paperwork . I am a bit of a hoarder and have spent all of today going through my paperwork - I had bank statements going back to 1999 !!! I feel so fantastic and now have a ton of old paperwork to go on my fire . Thank you x
I have been using the Freedom Filer System for a few years and love it! Definitely a great organizing tool. Thanks for sharing!
Yet again, just the perfect video for where I'm at in my sorting out the house... Cheers for the tips, Kathryn. I'm so motivated to persevere at de cluttering - it's uncanny that your videos are exactly what I'm needing at the moment to keep me on track. Hello from Safety Bay xxx
Julie Spratt Yay! That makes me happy to hear. You've got this, Julie!
I just ordered the Freedom Filer after watching this! I just got it today and I am so excited to start getting organized! Thank you so much for your inspiration!
I bought the freedom filer about a year ago because of you. It's great. Thanks. Love you do it on a dime.
I really like your system and I think I'll have to give it a try. I'm a little resistant to change of any kind but this looks so easy. Besides, I need to get over myself, and be open to new ideas. Thank you for sharing all of your wonderful ideas!
I saw your video on The Freedom Filer last year and ordered this system. It was easy to set up and maintain. I recommend it to everyone!
Karen Ward-Cox Thanks awesome to hear, Karen! Thanks for sharing :)
I made my own Freedom Filer system last summer and it has been AMAZING!! I just followed the information on the Freedom Filer website and my own google search. Then, I made my own tabs color coded like the FF! Easy Peasy! Now, all of my papers have somewhere to go and it is easy to access what I need. I don't wait to file at the end of the week because it takes less than 30 seconds to put a paper in the system. If I wait to file, I'd have a mountain and I don't want to go there again! :)
I love this. It's organized but not something that needs to be maintained daily. I feel like I could just grab this and go or have this set up at my desk.
Just ordered! The last 3 days I have been going through banker boxes, portable file boxes, crate boxes of papers!! Stop the insanity!! Hope to post a before and after change soon!!
Great to see this again. Made the biggest change in my life
I bought the Freedom Filer system last spring but before I could master it, we moved and are temporarily living with my parents so our files are in boxes and all papers are going into a new box to sort through when we finally move into a new house. I can't wait to get it going again! I think I used too many folders with the freedom filer and will condense it down next time. Thanks for the inspiration!
I purchased FF after watching your "cleanup vid" last yr, and I love it !!!!!!!!
Wow, this system looks like the perfect solution to any home filing system! Thank you for sharing!
I use the Freedom Filer. I saw you and my other favorite person on TH-cam Alejandra Castello with it and that is why I bought it. Thank you
After watching your first files video and a couple others' on the Freedom Filer, I was convinced and got it. IT IS AWESOME!! Thanks for sharing this update!
livelovelatte I know!! Preach it! :) It totally stands the test of time. xo!
I am the same, livelovelatte, I saw the Freedom Filer featured on Kathryn's channel as well as a couple of others. I was in dire need of help myself at the time, and I have been thrilled with the results. My boyfriend is new to the system - he's a paper hoarder - I told him I was taking over, basically, after I showed him how the system works and he's cool with it, so Yay! Love the video Kathryn, as usual.
which is better reg file organizers or binders?...i have bills to organize
Thanks for the Video clip! Sorry for the intrusion, I would love your opinion. Have you considered - Mahorrla Control Clutter Method (probably on Google)? It is a great one of a kind product for decluttering your home without the headache. Ive heard some extraordinary things about it and my mate at last got excellent results with it.
Nice Video clip! Apologies for butting in, I would love your opinion. Have you researched - Mahorrla Control Clutter Method (should be on google have a look)? It is an awesome one off guide for decluttering your home without the normal expense. Ive heard some extraordinary things about it and my cooworker at very last got amazing results with it.
Hi Kathryn, I was inspired by you and I am finally getting around to organizing my files as well as my kids' artwork and memorabilia. I loved the green "monthly" files idea, self-purging files sounds like a dream! I created a red "health/vital records" and a red "school/work" records for each member of my family. I had a question on medical bills, where do you file them once they are paid? In the green monthly files, or in a red records file, perhaps separate from immunization records and physicals? Or do you even save bills once they are paid?
I've been using this system for years and I absolutely love it!
I watched your video over a year ago...and I have implemented some of the things you have mentioned. I love the way my files are set up now. Thanks so much for sharing. -Tai
His And Her Money Thanks, Tai! I'm glad it's workin' for you
Thank you so much for posting this. Paper is my biggest problem right now.
This system is awesome! I've been looking for a more organized way to keep my files from growing out of control! Yay!
beautyNbarks Wohoo!
I love how your files are organized! Very helpful video!
How did you make your folders "look pretty" as you say? I want to do that for an action file in my kitchen...
Paperwork, Arrrrgghhh. Time to go thru the 4 grocery bags of stuff.
You are a greater teacher!!! This video is so easy to follow♥♥♥♥♥
How do you keep receipts that are printed on that heat paper? I tried to keep them, but they all eventually turn white. Is there something to store them in where they won't turn? Btw, I found out that this paper is actually toxic with chemicals. I would rather not store it in the freezer (which is what my mom does in a tub w/ a lid) because I don't have a lot of space. Our family does everything online, so the only papers we actually need to keep are receipts.
Would it work if you scanned those types and printed them out with a regular printer, then save those?
I make a copy of the receipt so I will have it. Some places let you get e-receipts. So I made files in my email for the different stores and put the e-receipts in those files. I actually resend the email to myself with the subject line stating what the main item purchased. So that makes it easier to find the needed receipt.
I like the general concept of the Freedom Filer product except legible receipts for tax or proof-of-purchase reasons do need to be kept for longer than 2 years in most cases. Also, for anyone with low vision challenges, the FF products have much too small text, even in their larger style. So I made my own version in print that I can actually see. Amazing how so many products completely ignore the growing population of those with various disabilities/challenges. How can so many be so invisible?
I have used this 3 years too! Love it!
Do you really throw out tax related papers after only two years? I'm pretty sure that is not recommended. And if you're running a business it's definitely illegal. Moving them from the filing cabinet to some sort of secondary storage (like a cardboard box in the garage) would make sense, but not shredding them! I don't know the accounting and bookkeeping laws there in the States, but here in Sweden I'm legally required to keep tax and business related papers for 7 years. And standard bookkeeping practice is to keep personal receipts for 3 years.
In the US, 7 years is the norm. I was surprised when I watched this video as well, I know they say that our IRS has three years to contact you if there is a problem, but I was always under impression that keeping tax documents for7 years was the cardinal rule, everywhere.
Andreas Karlsson when going thru the citizenship process in the US they asked me for 5 years of tax records. I’m thankful that all of these things are digital now or I would have been in trouble
You are telling my story!!! Lol. I think I began to start clapping as soon as you starting talking. "I'm not alone!". I'm following the DoItOnaDime method to try to declutter my life!!! Lol. I'm literally a 'paper hoarder ' , I keep everything in an unhealthy "fear" that I'll need it later.Smh. I'm determined to declutter and downsize unnecessary paper hoard. Thanks.
This may sound very silly, but why keep monthly bank statements? As long as you keep up with your checking account wouldn't that suffice and couldn't you always print what you needed in the event you needed it? Do you keep bills, like water and electricity. In no way am I trying to be arguable but if I should be keeping these items I would like to know why as I shred most everything unless their is a problem because I hate paper.
Paper clutter is my worst fear!! I avoid it so much I didn't even want to click on the video but I'm glad I did. This system seems simple enough to actually work.
thank you for the tips on fileing . I have been trying to figure out a good way that is easyer then what I have been doing . I do have a question. How long should a person keep medical bills?
Wow!!! This is brilliant!! I am definitely going to be switching over to this system!! Thanks so much for sharing!!
OrganizedLittleLady Yay! Would love to see how it works for y'all!!
I'm a huge fan of decluttering and throwing things away so sometimes I have to rein in what I throw out, unfortunately that doesn't extend to paper!! I'll be taking some tips from this video for sure!!!
I am really liking this system!
I once read that you need to keep important papers like taxes and insurance 7 yrs . Is this true? Hard to declutter papers in my house because I have lots of old papers of this sort.#HELP
How many hanging folders do you need to start the freedom filer system? Approximately.
Katherine, what do you think about keeping vs throwing out old school/college notes? Help please!
I just discovered your channel through WhatsUpMoms and I love your ideas. This video makes my paper clutter suddenly manageable. Thank you!
the_mitchells Welcome! I'm so glad!!
You just changed my life with that self cleansing system!!!
What type of things to you keep for the "month" section vs. what do you decide you don't need to keep/file? I feel like i keep everything when I probably don't need to.
Great video! How many drawers do you use for this system? I trust you find using letter size folders sufficient? Or do you use some legal sized ones too?
nice tip. .. though I am converting tons of work into digitized form. I use a neat app to manage my files.. Google for FolderChanger.
g ood
thanks I got my freedom filer and I will start the shift today....love your channel. 😁😁😁
Kathryn, just watched your file organizing...AMAZING! So need this. Question...how do you handle receipts...grocery, hair, nails, everyday, birthday, etc. I'm overrun with receipts. Thanks
+Mary Lloyd Me too! I just made a file for receipts, but it needs to be refined.
Hi! Quick question - do you still deal with papers this way? I'm about to go for it - setting up my paperwork in this fashion - and wonder if this method has stood the test for you.
Kathryn, First I Love your channel! Can you tell me if it is necessary to tear-up or shred credit card applications? I know anything with our SS# on it must be shred! Must I shred prescriptions labels or papers? These are the two things I question? Thank you for your time!
Kathryn! Do you keep the manuals and paperwork for your small and large appliances? In the twenty five years that I've kept them all, or shall I say ALL, I might've referred to one or two, once or twice. Do you keep them? And if yes, how or where? I'm tempted to throw them away. What do you do?
How funny, I JUST ordered this filing system last night after seeing your first video on it from a few years ago. I'm glad to see you are still using it & loving it. Can you do a more lengthy video on your paper sorter & your system on handling everyday paper & mail? That is my biggest problem...I don't have a good system for what to do with daily paperwork that comes home. My daughter's school work, my son's preschool artwork, school newsletters, mail, coupons in the mail, etc. Before I know it, it's piled up. Also, what do you do with photo Christmas cards that have pictures of friend's children & family photos? I hate throwing pictures away so I keep them but I haven't found a good way to store them. Thanks Jami
***** I felt the same way about my Christmas cards with photos as you do! I cherish and appreciate each and every one of them and I didn't want to put them in a box with the rest of my photos, so I created a special photo album just for them. I also use sheet protectors and put the "Christmas Letters" in there that I receive! It has worked out well for me!!
Patricia Westover An album is a great idea and should be an easy project to do! Thanks for the suggestion!
My husband's uncle, the nicest man in the world, keeps all papers from his dad's business from many years ago. His home is full of papers, only paths left thru the rooms, and papers stacked all around. I sure wish someone could help him, but he won't toss them out of fear. He would like to move, but cannot due to papers and other stuff from his parents. It is funny cause you can ask him for something, and he will go down in his basement and find one.
Here it is 2017 and I'm VERY interested in this system. Could you provide some direction on the home filing unit vs self employed unit?
What a satisfying channel, Subscribed!
Hi Kathryn! Love this. Do you recommend the 1/3 tabs over the 1/5 and why? Thank you!
Thank you for doing this! I needed this so bad! So much paper!
Great video.
were did you buy your acrylic organizer please.
Hi Kathryn!! So my husband is a small business owner and I sometimes feel lost when organizing papers for it! I'm decent at filing personal paperwork (still learning) but not so much when it comes to business...and how to keep the 2 separated. Could you possibly do a File Organization video for small business owners? I LOVE your videos; they have helped me so much! Thanks! 😄 ~Erin
(P.S. - I love how your videos are about the viewers and trying to help us out with daily life. When filmers on youtube check their on- screen makeup every 2 seconds, they make it more about themselves & lose credibility quick. Your videos are helpful and very enjoyable to watch. Bravo! 😊)
Btw; freedom filer has freelance and business editions. I’m ordering the small biz/freelance version this weekend.
Great video; however I think you should be clearer on what exactly you are shredding after 2 years, because, for people in the US, in some situations the IRS can audit you up to 6 years prior. You did say receipts at some point, but it was little confusing, and people who are new to paying taxes might not know to hang on to those files for 7 years.
question...would taking a picture of the art work or scanning it to save on an SD card to put in a digital frame be too much or less sentimental? I thought about scanning at least the regular sized art work to save on a jump drive for the kids for less real estate to be taken up.
I have an idea on making all my papers virtual. Getting a scanner and putting them into maps on your computer so you will save space and time.
I keep a binder with separated sections for all bills. They go in once paid, and purge at the end of the year. *Clarification - when I say all bills I only mean utility, phone, cable etc. Any bills relating to my debts are kept in a separate folder and not purged until the debt is paid, but then I scan all the documents to a storage hard drive that is kept in my firesafe box, then purge the documents except for a final sheet showing the full transaction/life cycle of the debt and it's final resolution. Full but basic. So yeah...that's my go to. lol
Of course there is still the personal medical files etc to work through, but I'm getting there.
THIS VIDEO! AMAZING!!!
I am definitely purchasing the Freedom Filer soon! Thanks so much! :)
Just purchased these on your recommendation! Hoping for pretty files in the years to come! Thanks for all the videos. PS just discovered Dollar Tree....yahoo!
Lisa Golub Double yay! Cheers to getting organize, Lisa!
What type of stuff do you put in your "Reference" file on your desk top?
Great idea....Where did you get the plexiglass file organizer ?
I have a plexiglass file organizer/box also. I purchased it from target like 5 years ago (they still have them) & I just left the container store today, they also have plexi file organizers/boxes
Did you use the 1/5 or 1/3 size FreedomFiler? Thanks!!
Never thought of doing things like this. U always have a great tip!!!
I guess this system would require that I purchase a filing cabinet and no longer just pile things on the floor. ;) Great video as usual!
Hello, I enjoyed video. How do I organize my son's Medical / Mental Health Papers & I have some notebooks started in 2005? Should i scan into Digital? This is taking over the filing cabinet. -- Also how much if at all of old School papers should Mom keep in her (Keepsake Box).. the last child graduates soon. Thanks
+1Koolemom I kept a file for each of my kids with special papers, report cards, autographs, awards, etc. They forgot about this stuff. When they grew up I gave it to them, and they were delighted and tickled to go thru it! You can take a photo of large special projects they have done, and pop it in the file. Eventually the project falls apart and can be thrown away, thank goodness!
where did you get your acrylic file organizer?
I have one. I got it at Walmart. (hope this helps)
I'm confused about what size to purchase...the 1/5 or 1/3 cut?
How long are you supposed to keep things like bank statements, the top portion from bills that have been paid, etc. I was under the impression you needed to keep them for seven years. If not I am cleaning mine out today because I have SOOO many papers!
Janel Uhlich We keep them for 2 years in the rotating system. It works great. The main reason for keeping those is if there is a payment discrepancy. Tax documents are a suggested 5-7 years (there is a section for this in long term filing I did not show in the video).
I did a little research and seen that a lot of people were only keeping them for one year and tossing them after tax time each year. I think I may try that! I loved the video though! I look forward to your videos!
Please help! Does anyone know where I can buy this in Canada? I've checked your blog and clicked the link (to Amazon), but the Freedom Filer is not available to ship to Canada! I have tried finding it online in Canada, but I've had no luck.
Great system, looks like it really works for you and Charlie :)
Well, now I know what I'm doing this weekend! Thank you soooo much!
Our vital records are in a fireproof lockbox in the front closet. I prefer filing by category not month so your system would not work for me. My files are awesome!
Kathy B.
I try to get rid of something everyday, not per se files, but sometimes it is. Old mail, junky stuff, helpful stuff that isn't helpful, etc...by trashing or recycling. That said, my reference stuff is a basket, with things thrown in.
How do you organize your classroom papers?
Just saw this video today March 13, 2019 and BIG THANKS for the great helpful tips and ideas. 👍🏻👍🏻❤️🤗💜🙏🏻🙏🏻🙏🏻👵🏻🌹🦋
I'm interested in purchasing the Freedom Filer but when I look for it on Amazon I see two different ones. One says 1/5 size and the other says 1/3 size. Which do you have? Thanks! :)
+Chelsea F It depends on how big your labels on on your hanging folders. Ours is the 1/5 size.
THANK YOU SO MUCH, those are great ideas, I needed it. ♥
heartshapedsoul I'm so glad
3:12 sounds like you said, "mental sh*+". LOL! Could go either way! LOL. Take care. Great video!!!
Just in time, as I am creating my own office/craft room. Thanks for the tips!
When it comes to taxes, go with the better safe than sorry routine.
Keep copies of everything! It doesn't have to be physical, it can be scanned copies you keep on a thumb drive.
but keep them!
keep copies of old checks you deposited or paid, keep them from up to 5 years ago.
Trust me, you don't want to have to be scrambling to try to figure out what that check from 2013 was when the IRS comes knocking.
I just got done shredding all of my old papers. 8 trash bags worth shredded ! I have committed to not ever doing it again. :)
I love this! I can't wait to try this out!
This is what Iam exactly looking! Thanks a ton🤩
I've always admired your system! How long do you keep your bank statements? I've been keeping a year's worth? I just purged/shredded my 2013 statements today. As always, thanks for sharing!
southerncouponista The way this works with the monthly files, you keep them for 2 years, and then they are self cleansed. :)
This is a legal/tax question and you should really only ask a professional about this.
I no longer find it necessary to receive printed bank statements since I get monthly reminders from the bank of their availability online, plus I use a reconciliation budgeting software called YNAB (You Need A Budget) and I get online to see my bank accounts and reconcile them pretty much weekly or biweekly at least. So, if my tax consultant needed statements from me; they are readily available online (5 years worth in the case of my credit union); so that lifted a burden from me!
Love you videos. I get some great ideas from you, and I'm a very organized person. You must keep all tax items and returns for 7 years! So as of right now you should have all tax items back to 2008.
My house is over run by paper. I try to get rid of flyers ASAP. But the rest does need to be organized.
I thought that you had to keep papers for five years (or more) in case of an IRS audit?
This is a great system. . Thank you for sharing!
we have the freedom filer. it's OK. my husband refuses to use it because he just guessing get you sort by month. have had it over a year now and think we need to just spend a little more time with it...
Wonderfull !!! Love you idea,thank you so much. I will do it for shore. Love all ur videos to. Thanks
What a brilliant system!!