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Filing Records
pooks | Feb 10 2006
Beyond your General files, what are your preferred ways to file/keep up with bills, receipts, etc.? I'm trying to think of the simplest way, and am not sure whether to do it by month, by type of bill (cell phone, electricity, etc.) or ... ? What works best for you? 9 Comments
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 Could there be a simpler...Submitted by genagtd on February 11, 2006 - 7:26pm.
mikeo wrote:
Could there be a simpler way to handle all these? I'm sure there must be, and will be very interested in hearing how other people do it. Mike, Since your focus is on record-keeping for tax time, I'd recommend a tax ledger (notebook listing tax-related expenses) coupled with manilla envelopes or folders. For preparing your return, the details that you need are the amounts -- the actual papers/receipts/etc. would only need to be referenced in case of audit. Unless you think you are highly likely to be audited, it seems like making a quick log entry would be less time intensive than the filing. I think you are on the right track with the reconciliation of your receipts with statements. Since I've gone to downloading my transactions, I must admit that I've come to rely on getting the inforrmation into Quicken from the download instead of entering all the gas tickets, etc. I'd love to hear how you are doing in another couple of months or so. Maybe put a note in your tickler to catch us up this summer? Gena » POSTED IN:
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