Comments on: How To Organize Your Financial Files

By: Ron

Ron — Thu, 19 May 2011 15:31:39 +0000

Bank statements should be kept for seven years since they could contain tax information. Personally, I’d feel more comfortable keeping that information for ten years before shredding them.

Credit card statements should be kept until you’ve completed your tax rerun for the year that the statement covers.

By: stephanie parrott

stephanie parrott — Thu, 19 May 2011 15:07:10 +0000

Where do I find how long to keep certain files? Are bank statments every okay to throw away? hwo about old credit card statments on closed accounts?

By: Business Organizer

Business Organizer — Wed, 23 Jun 2010 23:43:20 +0000

The list of categories you have created in this post is great, and once you get into the routine of doing it this way, it will be no trouble at all.

By: What Financial Paperwork Should I Keep and How Long?

What Financial Paperwork Should I Keep and How Long? — Tue, 22 Jun 2010 13:18:18 +0000

[...] statements, W-2’s, tax returns, paycheck stubs, cancelled checks, insurance policies. The list of financial paperwork and files can grow to immense proportions and if you don’t purge every now and then, the paperwork you [...]

By: Tweets that mention How To Organize Your Financial Files -- Topsy.com

Tweets that mention How To Organize Your Financial Files -- Topsy.com — Tue, 22 Jun 2010 02:17:18 +0000

[...] This post was mentioned on Twitter by wisdomjournal, Suzanne Cramer. Suzanne Cramer said: No more messy finances! | How To Organize Your Financial Files from @wisdomjournal http://icio.us/5zbiig [...]

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