Monthly Organization System:
- Week 1: Collect all receipts and invoices from the previous month
- Week 2: Categorize expenses and income documents
- Week 3: Scan and digitize physical documents
- Week 4: Update spreadsheets and financial tracking systems
Digital Storage Best Practices:
- Cloud Backup: Use services like Google Drive, Dropbox, or OneDrive
- Folder Structure: Year > Category > Subcategory organization
- File Naming: Use date-description format (e.g., "2025-03-15_Office_Rent_Receipt")
- Security: Password-protect sensitive financial documents
- Regular Backups: Maintain multiple copies in different locations
Physical Document Storage:
- Use fireproof safes for original documents
- Maintain chronological filing systems
- Label folders clearly with contents and dates
- Keep a master index of document locations
- Store in climate-controlled environments