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S6E7: Audit Your Paperwork

The Meaningful Money Personal Finance Podcast

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How to File a Card Folder

If there is no action to complete on a document, or if you've already completed the necessary action, then the document can be filed. You need to keep one folder for each provider, each policy, or account. Mark the name of the thing on the front of the card folder, and then place a document inside it. In order for filing to be any kind of pleasure, it's got to be done regularly. So do your filing weekly, and then every time a new document comes in, because it takes seconds. Dead easy: The more regularly you file, the easier it is to keep on top of it. And your last option is shred - anything old which is not required

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