How to Create a Personal Filing System by Categorizing Your Life
When your paper and digital files are disorganized, so is your life.
Whether digital or paper-based, having clear categories to contain your important information is vital to keeping you organized and on track.
Without clear categories, stress, overwhelm and panic increase, which isn’t conducive to completing key tasks.
So, how do you decide which categories to use when creating a home filing system?
Although we’re unique lives, there are life categories that tend to tend to repeat when organizing your files. The chart at the end of this blog post will help you start, modify, and update your personal filing system.
PRO TIPS for a paper-based filing system:
Create an index with your categories laid out (like this chart!) and place in a prominent place
File chronologically with most recent documents in the front for easy access
Use easy to replace labels or green tape for easy modifying or replacing
Keep empty file folders, labels, and marker close by for immediate access
Use binder clips to keep information from a sub-category well organized in a major folder,
Store memorabilia in a clearly labelled bin separate from your filing system
PRO TIPS for a digitally based filing system:
Use the same categories for digital files as you do for your paper files – your brain will thank you!
Create a table of contents or index and keep it handy for easy referencing and adjusting
If using an app, consider its functions, as well as the time and energy required to use it well
Be specific with file names. Ex: Emily Grade 4 report card 2021” vs “Sally school”
Label all folders using the same format. Ex: HOME > Warranties > Fridge 2020
Organizing digital and paper files can feel overwhelming and frustrating. Lean into the fact that as your life priorities shift, so will your file and folder names. The chart below will give you some ideas of what you can use to organize your files.
Making time to review your system is key in making it easier to access what you need when you need it.
Personal file management is never static, nor perfectly done.
Need help with creating a personal filing system in your home? Let’s connect by email or you can book your free brainstorming session.