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Blog: Minimizing Financial Clutter
52 WEEKS TO FINANCIAL ORGANIZATION: #19 – Index Your Files
Congratulations! Over the past 5 months, you have worked diligently to purge and organize your financial paperwork. You've created or refined your filing system, and you are proud to say that you can find just about any piece of financial-related paperwork in seconds. Awesome! You should be proud!
There is one last step you need to take now to make your financial files "absolutely organized". You need to create a file index.
A file index is a simple spreadsheet that lists the title of every file folder in your system in one column, and the file's location in another column:
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