A friend just asked me so I thought I'd share my process:
- I sort junk mail over the recycle bin.
- I place my kids important papers in a folder with their name on it in the kitchen drawer with pencils, grocery list, keys, take menus and such.
- For Coupons, I have a small accordion file that I keep in the car. I place the coupons in the car and ask the front seat car rider to file for me.This is where I keep ulta and Dicks rewards money.
- I go paperless for Kroger and publix coupons and use the app/phone #. Recently I save over $20 with ecoupons on a visit at Kroger using the app. While I wait in the car once a week, I add coupons to my account via my smartphone.
- I subscribe to coupons/websites and have them sorted into a folder automatically in my email so I never see them until I look in that folder. I use the Hobby Lobby & Michaels App.
- For bills, I am paperless but if I receive something that needs my attention, I place it in a To Do File folder on my desk. Once and sometimes twice a week, I empty the folder. If it needs long term storage, I move to separate file folders in a desk drawer.
- Once a month, I reconcile my budget. I am able to archive all of my banking on my bank's website. USAA is awesome. I have separate accounts for business.
- If you need to store paper long term, you should divide in bankers box by year. And, never have more than 7 years/boxes. When you go to put in the attic, remove the oldest. Some papers you need to keep forever (car title) should be stored in a safe either in your home or off property.
~Amy