How To Organize Your Personal Finance Documents

Keeping your financial documents organized is crucial to succeeding with money. When you are organized, you not only pay bills on time, but you can also dispute claims and have the proof to back it up. Companies and the government clamor to find ways to cheat you out of your money. It is your duty to stay organized and fight.

In this video, I show you my 4-step process to eliminating paper clutter and filing your financial documents digitally in a way for you to find everything you need in a matter of seconds. You will regret not doing this sooner.

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Filing Folders Download:

Documents You Should Never Shred:

Fireproof and Water Resistant Bag:

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[goldentalonconstruction]

Agree with you! In order to succeed, you need to be "EXTREME" in certain areas, extremely organized, extremely detailed, or extremely skilled!

[cwong]

Thank you Annie!!! I always learn something new watching your vides. Anyway, this is also the reason why I start paying for Google Drive for $20 per year for 100 GB of Storage

[inpsdorkcme]

As always, thanks for your incredible tip Annie, you are so good in giving advice to anyone who is needing guidance on their finances. your advice is useful and practical.Stay awesome!

[brucecollins]

Always great content, organization is crucial. I am sort of over the top on organizing, budgeting (time and money) and all of that but it gives me peace of mind. Thanks for the video.

[TerryCollinsPLifestyle]

Get EXTREMELY organized: that is great advice

[yunuenrodriguez]

This is very helpful, Annie. Thank you so much for all your advice!

[OmarEwert]

I want to do this with my finances! If you don’t have a scanner, from time to time I send PDFs using my iPhone camera & it does a great job.

[terryashley]

I've had this idea years ago. I used to do everything you said, except I didn't back things up sufficiently. Maybe soon I'll try again. By the way, you're absolutely beautiful. 👍🏽

[lordkent]

Simple things to do, but most people neglect personal files organization.

[mj]

Omg thanks for this video I came across your video just in time we have a business and keeping track of a whole year worth of receipts I was thinking on scanning every receipt and saving it into an usb port would you recommend this or what are your thoughts on it. Also can u share where you bought the external harddrive please. Thanks in advance

[Hairextensionsbydenise]

what do you do if you purchase sonething but dont get a paper reciept?

[BrokeManFinance]

Great video Annie! Staying organized is definitely one of my weaknesses. My channel is brand new, feel free to stop by sometime. All the best

[alen-commentnazi]

Hey Annie, i was wondering if you have health insurance and how much coronavirus treatment set u back

[bcrtve]

Would like to visit your webpage. However, using Chrome browser, Norton says "This is a known dangerous webpage. It is highly recommended that you do NOT visit this page." A couple more folders I would add to THE list: MEDICAL, AUTO, FAMILY, FRIENDS, and PROJECTS. I also have the category IMPORTANT DOCS - like photo of passport, Driver's license, marriage license, birth cert, warranties...etc...things that don't change but if they were lost - it would be easier to replace.

[NiesLife]

Hi Annie. Could you please put up a link for the water /fire proof bag you mentioned in your grab & go bag video?

[Aznmf]

FYI. i think obamacare tax penalty was removed by trump. trump presidency is taxpayer friendly.