Labeling File Folders

Organizing paper can be a tedious task. Put on some music, invite a friend to join you, and make it fun. You'll be thrilled when it's done!

Labeling - Use labels that make sense for you. For example, a file with a college savings plan for your child could be labeled 529 Plan, College Savings, Education Savings, Tuition Savings, etc. Choose the label that fits what you would think of. For labels in the “Action Items” category, use verbs: to do, pay, read, discuss, etc. (Printed labels are easier to read and invoke a calmer feel than handwritten labels.)

Tabs - Using 5-tab hanging file folders:

1. Put each category on a tab on the far left of the file. For example: Bank Statements.
2. Leave the second tab spot empty.
3. Stagger the tabs for the subdivided categories in the 3rd through 5th tab holders. For example: put “Checking Account A” in the 3rd tab holder, “Checking Account B” in the 4th, “Money Market Account” in the 5th (last), then return to the 3rd tab holder for “Savings Account”, etc. This method gives an “outline” effect. Finding the broader category on the left is easier when the tabs for the subdivided categories are separated.

Setting up a functional and attractive filing system takes time. The results are well worth the effort. Instead of filing & bill paying being a stressful ordeal, they become a simple task.