Filing System at a Glance

Pending Patrick's approval. Obviously, I'm pretty proud of my organizing efforts. After he's okayed everything and I've prettied up the folders and labels, I can take on the credit cards.

Filing System At a Glance
Current-Year Documents

Location: Filing Cabinet
Drawer I
Household Accounts:
Comcast
Power
DirecTV
Apartment
H2O
T-Mobile
Insurance
Car
Dental
Motel 6
Wal-Mart

Investment Accounts (Non-retirement):
Wal-Mart stock

Retirement Accounts:
401(k) F
401(k) P

Savings and Checking:
Bank

Social Security
Tax Documents
Cocoa
Family Will/Trust
FinishRich Inventory Planner

Drawer II
CREDIT CARD DEBT
Credit Reports
F
P
BA
Best Buy
Circuit City
Dell
Discover
Sam's Club
Sears
OTHER LIABILITIES
Car Loan
MISCELLANEOUS
Immigration
Literary
Medical Records
F
P
Memberships
AAdvantage
Paypal
RewardZone
United
WorldPerks
Official Documents
F
P
Prize Notifications
User Manuals/Warranties

Previous-Years' Documents
Location: Bankers Boxes

2005
401(k) F
401(k) P
BA
Best Buy
Car insurance
Bank
Car Loan
Circuit City
Comcast
Credit Reports – F
Credit Reports – P
Dental
DirecTV
Discover
Life/AD&D Insurance
Apartment
Medical
MMCA
H2O
Power
Sam's
Sears
Social Security
Tax Documents
T-Mobile
Wal-Mart

2004
401(k) F
BA
Best Buy
Car insurance
Circuit City
Bank
Dental
DirecTV
Discover
Medical
MMCA
Sam's
Social Security
Tax Documents
Wal-Mart

2003
401(k) F
Accident
BA
Car insurance
Bank
Circuit City
Dental
DirecTV
Discover
Apartment
Medical
MMCA
Sam's
Social Security
Tax Documents

2002
401(k) F
Accident
Best Buy
Car insurance
Bank
Circuit City
Credit Reports
Dental
Discover
Life/ AD&D Insurance
MBNA
Apartment
Medical
MMCA
NextCard
Sam's
Tax Documents

2001
Best Buy
Credit Reports
Immigration
Apartment
MMCA
NextCard
Tax Documents