Which Documents to Keep and Which to Toss

As we prepared for a move earlier this summer, my husband and I sorted through stacks of paper as part of our attempt to purge our home of stuff we didn’t need. Over and over again we found ourselves debating if we should keep various documents.

It’s obvious that we should keep records like birth certificates and our marriage license, but what about bank statements, pay stubs, and transcripts? I looked into this and compiled my findings into a helpful printable.

(Click on the image to view and download a larger, printable version.)

Household Document Management | Are you being overtaken by stacks of documents? Get help from this printable guide that details expert recommendations on which to keep and which to toss.

This information has helped us thin out our file cabinet quite a bit. I hope it helps you, too!

When was the last time you sorted through your records? Do you have a system that prevents you from accumulating unneeded records?

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Comments

  1. I am in the middle of purging too! Thanks for this as I often times end up with a lot of unnecessary documents even after purging 🙂

  2. Great tips! If the document is available online (or stored on my computer and properly backed up), I usually toss it. That’s one of my biggest keep or toss tests.

    • Hi Leslie,
      That’s a great approach! I often forget how electronic versions of documents can help prevent clutter.

  3. Great list! I’m a paper hoarder at times. This list is very helpful, thanks!

  4. What a great graphic! Pinning.

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