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.)
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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Summer says
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 🙂
Shannon says
You’re welcome, Summer! We have the same issue you do, so this has helped us. I hope it helps you, too.
Leslie says
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.
Shannon says
Hi Leslie,
That’s a great approach! I often forget how electronic versions of documents can help prevent clutter.
Lisa Sharp says
Great list! I’m a paper hoarder at times. This list is very helpful, thanks!
Shannon says
It gets out of hand pretty quickly, doesn’t it? 🙂
Lisa/Syncopated Mama says
What a great graphic! Pinning.
Shannon says
Thanks, Lisa. I hope it is helpful to you!