How to organize paperwork!

Incoming paperwork – what the heck do we do with all of it? If you are like me & get overwhelmed by all of the papers that comes into our household, get annoyed with random piles of paper all over and are looking for a way to streamline and organize it all- keep reading!!

Organizing paperwork

How to organize paperwork in 5 steps:

  1. Find an organizer you like

  2. Add a hanging folder for each slot

  3. Label them

    • To Be Filed
    • Review/Reference
    • Needs Action
  4. Set up a time to address the folders

    • Using my phone I put an alert for each Friday evening to remind me to go through each folder.
    • I use this designated time to also file any of the papers that are in the “To File” slot.
  5. When papers come in the door, they must stop here and go into one of the folders

Add a weekly calendar:

paper organization markers

This is another way that taking a little time to do the “prep work” makes the rest of life go so much smoother! One of the other ways we use this *plan ahead* method EVERY week, is through meal planning.  In my how to weekly meal plan post find a step by step guide on meal planning for the week.

Figuring out how to organize paperwork helps day to day things go smoother. Once these things are organized and have a system set up , then assigned a time to complete it, there are no more crazy, last minute did this get signed, did this form get completed, etc…

What are your top struggles when it comes to organizing paperwork?

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Be well,

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***Some of the links in my posts contain affiliate links and I will receive a small commission if you make a purchase after clicking on my link. I pinky promise I will always give my honest opinion of any product and would never recommend something if I did not use and love it!!

D I S C L A I M E R Anything that I discuss about making any lifestyle changes is from my own experience and/or other clients personal experiences and may not be suited for you. It is strongly recommended that you consult with your health professional before making changes in your own life. By engaging in anything that I talk about, you agree that you do so at your own risk.



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