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06-11-2007, 06:51 AM
What I do that has really worked for me is in my home office I have a nice large computer desk with a built-in armoire.
I have one large bottom drawer made just for my wife's and my financials. It is all broken up by categories such as car expensive(repairs, purchases, etc...), bank statements and each bank has it's own file as does the type of account, i.e. checking, savings, CD's, and such. Then inside each folder it is separated by date. So when you open a folder the most recent paperwork is right in front.
It has made it so quick and easy to find anything we need. Plus my wife is a CPA so we have a better chance of getting audited so if the IRS ever need's anything we'll have it right here in easy reach to prove our financials. |