Other Files

In addition to your permanent file and safe deposit box you should have files for:

• Each savings account, mutual fund, and other investments - mark on your calendar to review their performance every 3 to six months.
• Bank statements, and canceled checks (if you still receive them) - this will help if you have to prove you made a payment.
• Important receipts, guarantees, warrantees, etc. for appliances and equipment. You'll want to be able to find these if you have to repair or replace equipment or appliances.
• A budget file for each month.
• Owners manuals. You can 3-hole punch them and put them in a binder.
• Medical records. Everything you need to process insurance claims - forms, instructions, eligible bills, birth dates, social security numbers, copies of the policies, vaccination records, etc.
• Home inventory. For insurance purposes, have a list and photographs, or even a video, of your possessions.

More finance tips

• Permanent files What to store in your permanent file.
• Safe Deposit Box What to store in, and how to get, a safe deposit box.
• Filing Checklist How to develop a filing system, either to start a new one or improve your existing one.
• Other Files What to else to keep in files.
• Budget Keeping a budget.
• Medical Records What to keep, and what to do with medical records.
• Home Inventory Creating and maintaining a home inventory file.
• Car Purchases The most efficient use of your money when purchasing a car.
• Phone Book An organized personal phone book file system.
• Keeping Records Where to keep records.
• A home office Setting up a home office.
• Home Office Running a business from home.
• Banking Banking, savings, checking, and other bank accounts.
• Balance the checkbook How to balance a checkbook.
• Interest What interest can do for you or to you.
• Bad checks How much a bounced check really costs.
• Tax refund What to do about tax refunds, how to calculate what to have taken out for taxes during the year.
• Pay off debt How to get out of and stay out of debt.
• Cutting Expenses Ideas for reducing expenses as much as possible.
• Investing Making wise investments.
• Credit Cards Making wise use of credit cards.
• Debit Cards How to use debit cards.
• Finances and records Getting started with your finances and records.

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