I am sure this has been discussed before, but would like to get some input from others on how to use the A-Z filing. I am setting this up now and just would like others thoughts on the matter. As an example, if you had several investments, stock, bonds, statements from various broker acct. Thoughts on how these should be filed. Under 'I' for investments and then folder for 'Investments-bonds', 'investments-stocks', investments-Merrill Lynch'. Or under 'B' folder for Bonds, S folder for stocks. Same kind of question for Insurance, all insurance under 'I' , folder for Insurance - home, Insurance- Medical, Insurance-Vehicles or 'H' for home insurance, M for medical insurance and so forth. Just would like some input/thoughts so I can make my decision. thanks for your help.
No announcement yet.
A-Z reference filingPage Title Module
Move Remove Collapse