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Do NOT use manila envelopes for storing items in a filing cabinet, except in the case of maintaining past tax records. A manila envelope for any other reason means "out of sight out of mind" which equals wasted space.
When storing tax information place all records in a large manila envelope. This includes: credit card billings, receipts, check registers, bills and any other documentation used in calculating you deductions. A copy of your tax forms also needs to be included. Date the outside of the envelope and file towards the back of one of the filing drawers or use a bankers box. In keeping several years for archive purposes, this means the oldest year will always be in front. At the end of each new tax year just toss the entire envelope in front. (after you have the suggested amount of years on record as designated by your CPA or Tax Attorney).
Always date your check registers in big bold numbers on the outside signifying the range of dates it includes. This aids in quick location of the appropriate register.
Make sure you change registers on December 31st of each year regardless of how many pages are left. This will help you in filing with the appropriate tax records.
NEVER write on every line in a check register. The top line of each block needs to contain "who". The shaded line underneath can contain a short description of the purchase or reason for the check. This will allow you to visually read each check with greater ease, as well as providing ample room for the necessary calculation.
Always reconcile your check book. Don't leave your balance up to an ATM balance update key.
Note: Make sure you enter any ATM and/or service fees on a regular basis.
Apply for "safe keeping" or microfiche service at your local bank or find a bank that supplies this benefit. You will save a great deal of space on filing, and normally there is no charge if your request a photocopy of a canceled check.
If you do elect to hold all of your canceled checks, take the time each month to place them in an ascending order in the original box that the checks were received in. This makes quick reference to the needed check a snap.
If you intend on reading an article at a later date, use the "rip and read" method. Clip the article, staple multiple pages, and place in a TO READ basket.
Note: When leaving for a Doctors appointment or a meeting take the file with you and take advantage of any "wait time" you may experience.
Have a problem storing magazines and periodicals because they don't stand up? Invest in a magazine shelf organizer. These are made of a sturdy hard plastic or clear acrylic. The dimensions are: 3 x 12 1/4 x 9 1/2, perfect size for the average bookcase. Now if you want a particular magazine just slide the organizer out and the rest will remain intact.
Too many PC disks? No way to organize them? Purchase an acrylic disk caddy. They are available in numerous sizes to meet your storage needs.
Note: They look like mini filing cabinets. To give you an example of their storage capacity : an 8.5 (w) x 10 (l) x 8.75 (h) stores up to 210 diskettes in a neat, sturdy, attractive and divided enclosed container. Approx. cost: $75. (See our resource section for product recommendations.)

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