This weekend my wife and I plan on attacking our personal filing system. This is probably the last part of the GTD system that I need to get into place. I've read the GTD book and the free whitepaper on filing from DavidCo so I think I'm good on the "how", but I would like some input on the "what".
I apologize if this isn't a good forum for this, but I wanted to get some input into the types of things that organized people are keeping and what they are filing with "Captain Can". I can't imagine a better place to find organized people than this forum.
Prior to me getting married I kept very little, but it was not organized. My wife kept quite a bit, but it was more organized. Now we have a lot of unorganized stuff. For example, she would keep all of the utility bills and then at the end of the year archive them to a box labled with the year and put into storage. After I sent the check in for the bill I tossed the rest knowing I could always ask the company to produce my past statements.
Here are some things I know we will be keeping:
1. Instruction manuals and warranties for eletronic items, appliances, toys, etc.
2. Investment papers, transaction confirmations, etc.
3. Paycheck stubs
4. Anything dealing with our checking, savings accounts and credit cards.
5. Legal papers on the house, etc.
6. Most recent Insurance Policy statements.
So what I would like to know is opinions on the following items:
1. Utility bills.
2. Medical papers (not medical records, but like bills from the Dr office that aren't part of the papers to send in for FlexPlan benefits).
3. Prospectus stuff that we get from all our investments.
4. How do you archive? What do you toss and what do you put into an archive storage? Where do you keep your archive?
5. I keep all very important papers (paystubs, tax information, social security info, etc.) in a safe. Is it a bad thing that these are not in the general filing system? I definately feel more secure with them locked up in a 200 lb safe that's bolted my basement floor.
I'd also appreciate any stories or insights into what others are keeping in their personal filing systems, or how you have them organized.