Comments on: My System For Managing Financial Documents http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/ Financial talk for the rest of us Sat, 16 Feb 2013 01:14:45 +0000 hourly 1 http://wordpress.org/?v=3.5.1 By: Mike http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-763409 Mike Wed, 26 Aug 2009 20:51:27 +0000 http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-763409 I have a similar system, but it is hanging files in a file drawer of my desk. One folder for bank statements, one for taxes, credit card statements, etc.

]]> By: Martin http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-3530 Martin Sat, 20 Jan 2007 04:42:29 +0000 http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-3530 Yeah, my weekend project is to organize all our financial documents. Right now I keep them in a box, but not in any specific folders. Looks like I will need a run to … BIG LOTS for the supplies.

]]> By: karla (threadbndr) http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-3516 karla (threadbndr) Sat, 20 Jan 2007 00:15:12 +0000 http://www.thesimpledollar.com/2007/01/19/my-system-for-managing-financial-documents/#comment-3516 Better pull the investments out into a seperate “keep until you sell the investment and pay taxes on your gains” binder. That binder should also have all the receipts for improvements on your real estate – again for the tax impact when you sell the property.

Those categories may need to be held onto longer than just the standard 7 years.

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