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How Long Should You Keep Financial Documents

Family Balance Sheet

AUGUST 17, 2011

However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc. Permanent home improvement bills should also be kept while you still own your home.

Home Improvement 153
Home Improvement Taxes Credit Cards Bills 153
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How I Organize My Paper Files and Filing Cabinet

Family Balance Sheet

SEPTEMBER 14, 2011

Major Category: Home improvements - I keep a sub-file for each major improvement project where I store the receipts, contracts, warranties, contractor information. Major Category: Taxes - I have a sub-file for each year. Major Category: Medical records - I keep a file for each family member.

Paper 147
Paper Organic Organization Home Improvement 147
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