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A Simple Way to Organize Files at Home

by christine satterfield Leave a Comment

When organizing a home office or household command center, it’s important to have a very organized filing system. Papers and important documents need to be organized in such a way that every family member can use it.

Unfortunately, most file systems only make sense to the person who does the filing. That, my friends, is not smart!

As yourself this question: Will my spouse, my children, or other family members know where to find important documents in my absence?

If the answer is yes, then you are good to go!

If the answer is no, then let me tell you about a filing system that has completely revolutionized the way I organize papers.

Freedom Filer in my filing cabinet

 

The Freedom Filer

In the past, I struggled knowing where to file almost every single piece of paper that came into my house.

If a document could be filed in 2 or more categories, I never knew which one to choose. I would inevitably choose one category the first time that type of paper needed to be filed and I would chose the other category the next time. I never seemed to choose the same file folder twice.

File folder names can make or break a filing system.

Trying to figure out the perfect file name had me constantly tweaking my personal filing system. When I needed to retrieve a document, I wasn’t sure where to look since I couldn’t remember the exact name of the file or which category I used.

At the start of each new year I wasn’t sure if I should make new folders or just co-mingle with the previous year. I was completely overwhelmed when dealing with paperwork and almost gave up.

That is, until I found the Freedom Filer.

Not to be too dramatic but the Freedom Filer seriously changed my life when it comes to household and business paperwork.

Here’s why:

  • The Freedom Filer has an “Active” area and a “Resource” area. The active area holds documents you need to keep during the current year like monthly documents, bills and receipts, W2, 1099, and other tax documents. The resource area organized documents you need to keep but don’t retrieve often. You know, marriage and birth certificates, wills and trusts, insurance information, home records, auto records, education records, family history, tax documents from previous years, and just about anything else you can think of.
  • The Active and Resource categories are broken down into every conceivable subject. There are the obvious file categories. But there are also folders for random things like “ideas” for all those things you eventually want to do, and  “coupons” for those monthly fliers you get in the mail.
  • The monthly and tax categories have 2 sets of labels…one for odd years and one for even years. Think about how brilliant this is for the transition period between the January 1 and April 15 tax season. After taxes are submitted there’s even a place to file documents for a decade…or forever if you’re more comfortable with that.
  • An easy to use instruction guide is included to walk you through the process of setting up your files. This is extremely helpful!
  • A reference section is included to help you figure out where to put a document in case you forget or are deciding between 2 folders.
  • There are 5 reference cards available that can be used by you (or anyone else in your absence) to figure out where important documents are located.
  • Freedom Filer sends monthly and yearly email reminders so you rotate and purge files regularly.

See the Freedom Filer in action here:

Being a do-it-yourself, frugal kind of gal, I tried my hardest not to spend the $30-$40 needed for these labels. I used my precious time trying to find out the categories and labels in this system so I could replicate it instead of actually getting organized. I should have just bought Freedom Filer to begin with and moved on with my life!

Again, if you have a system that works for you, then definitely keep using it!! But if you’re looking for a super easy way to get your papers organized once and for all, then I can’t recommend the FreedomFiler enough. It really is the easiest way I’ve found to keep business, personal, or random paperwork organized.

freedom filer

You can read about my complete home office remodel here.

Affiliate links included.

Filed Under: get organized Tagged With: office, paperwork

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Comments

  1. Becky - Clean Mama says

    April 8, 2013 at 6:06 AM

    It looks amazing Christine!

    Reply
  2. Bridget says

    April 8, 2013 at 6:46 AM

    My next spring cleaning action areas: my office closet and my husband’s dresser drawers (if he will let me!). Just reorganized my office shelves with those card storage boxes that are on sale at Michael’s this week, and they look so much better 🙂

    Reply
  3. Gwinda says

    April 8, 2013 at 7:23 AM

    I really need to clean and organize my tiny kitchen. I actually started on it yesterday.

    Reply
  4. Tracie Wyckoff says

    April 8, 2013 at 10:05 AM

    Loved the dresser. I need to get something done with my craft room. What a creative mess.

    Reply
  5. Allison says

    April 8, 2013 at 10:27 AM

    Ready to attack my pantry!!!

    Reply
  6. Faith says

    April 8, 2013 at 10:45 AM

    Master bedroom and basement

    Reply
  7. Nancy B. says

    April 8, 2013 at 10:56 AM

    Home Office, Garage, Shed..oops, only one area that needs help? Garage is in most need.

    Reply
  8. Christina Berry says

    April 8, 2013 at 11:04 AM

    I’m getting ready to re-do my home office, and you have definitely inspired me. Thank you! 🙂

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:39 PM

      Niiice! I want to see 🙂

      Reply
  9. Danelle says

    April 8, 2013 at 11:52 AM

    wow…your office is an inspiration! my whole house could use a makeover, but my master closet, is a good place to start! thanks for so many great tips

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:35 PM

      Oh, yeah! It will make getting dressed all the more fun 🙂

      Reply
  10. Kandisue says

    April 8, 2013 at 3:44 PM

    Wow, spring came early to Arizona. And I have been busy. I guess I will say my laundry room/ back door area needs a redo.

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:35 PM

      totally works!!

      Reply
  11. Erin Boehme says

    April 8, 2013 at 3:50 PM

    I need to clean out my garage and get stuff organized.

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:34 PM

      Now that IS a challenge! I want to see pictures!!

      Reply
  12. Pearl says

    April 8, 2013 at 3:50 PM

    Just organized my craft space/desk. It took an 1.5 hrs and I had a blast doing it. Still not done as I need to buy some storage totes/baskets to put on the bookshelf and need to put up the hanging lamp and a framed pegboard but it’s looking fantastic already! Wish I took before pics!!

    Reply
  13. Betsy Erickson says

    April 8, 2013 at 3:53 PM

    Love your blog, thanks for this wonderful opportunity. And totally relate, we just moved, I run a business, and life has been wild. On top of it all we moved into a house that has “space” for closets, without any “actual closet” No bar to hang clothes, no shelving, or drawers just a blank slate… so winning a closet makeover would be a dream come true!

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:33 PM

      WHAT?! That is CRA-ZY! Good Luck 🙂

      Reply
  14. AJ says

    April 8, 2013 at 4:09 PM

    I really need to do some spring cleaning in our master bedroom! It’s become our “stash everything” place…

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:32 PM

      Oh I can totally relate. I actually a few things in mine right now that need to go..thanks for the reminder 🙂

      Reply
  15. Sarah C says

    April 8, 2013 at 4:34 PM

    Looks great! Maybe you can find some baskets to fill the dresser holes where you put paper??? Great job!! Inspiring..

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:29 PM

      I would LOVE some baskets…great suggestion! I have looked briefly but the size of the holes are kind of odd. I’m not giving up hope yet though 🙂

      Reply
      • Norma Jean says

        April 14, 2013 at 11:23 PM

        Christine,

        I saw something (somewhere) where the person wove her own baskets out of brown twisted paper. They were beautiful and looked rather sturdy. With all your spare time, I’m sure you could do a couple of baskets, right?

        Reply
        • iDreamOfClean says

          April 16, 2013 at 10:18 AM

          Well, aren’t you a funny gal 🙂

          Reply
  16. Jennifer says

    April 8, 2013 at 6:50 PM

    I need to do spring cleaning in my kids’ rooms. 🙂

    Reply
    • iDreamOfClean says

      April 8, 2013 at 9:28 PM

      Oooh, yeah! The kids’ rooms can definitely be a challenge! We just did that over on Spring Cleaning 365 if you’re looking for a step-by-step template. http://springcleaning365.com/tag/kids/ Of course you could just wing it too 🙂 Have fun!

      Reply
  17. Dria @ Dio says

    April 8, 2013 at 7:23 PM

    Wow your transformation is fantastic! Your organized files has me envious! I bet it’s so much easier to get work done now in such a pretty space!

    Reply
  18. Diana Gr says

    April 8, 2013 at 9:43 PM

    Looks good!!! You have terrific ideas, thanks for sharing.

    Reply
  19. Natalie says

    April 9, 2013 at 8:14 AM

    It looks great! Our office is currently the place for everything that doesn’t have its own place too, so I need to do some spring cleaning in there!

    Reply
  20. Janet says

    April 9, 2013 at 8:59 AM

    My next project is to clean and organize my master closet. After that, my home office is next. I have lots and lots to do!

    Reply
  21. Katie Kimsey says

    April 9, 2013 at 9:17 AM

    Oh my goodness. I need to spring clean my entire home!! We bought a house a little less than a year ago and everything needs a bit of organization and love.

    Reply
  22. Randa @ The Bewitchin' Kitchen says

    April 9, 2013 at 9:50 AM

    I just bought a house, so everything is in need of a good scrub.

    Reply
  23. Stephanie says

    April 9, 2013 at 10:44 AM

    My office could really use some love! You’ve inspired me to make it my project while my husband is gone this week. Great job on the dresser!

    Reply
    • iDreamOfClean says

      April 9, 2013 at 11:23 AM

      Thank you!!! I’d love to see your office when you’re finished!

      Reply
  24. janj says

    April 9, 2013 at 2:10 PM

    Cleaning your office counts as spring cleaning. You always get that happy feeling something is done.

    Reply
  25. Shawn J says

    April 11, 2013 at 1:58 PM

    I really need to clean my bedroom and my laundry room and organize!!

    Reply
  26. Shawn J says

    April 11, 2013 at 2:00 PM

    Oh and your office looks amazing, I really like the stencils too!!!

    Reply
    • iDreamOfClean says

      April 11, 2013 at 4:53 PM

      Thank you so much!

      Reply
  27. Angela Yeremenko says

    April 12, 2013 at 12:02 AM

    My daughters room and my laundry room. :/

    Reply
  28. Michelle says

    April 12, 2013 at 9:26 AM

    My garage needs help!

    Reply
  29. Tricia C says

    April 12, 2013 at 9:17 PM

    I need to organize my kids school and crafts closet in a BAD way!

    Reply
  30. Veronica S. says

    April 12, 2013 at 9:21 PM

    Man oh man, my linen/craft/everything-with-no-home closet is a mess because I don’t know how to organize the awful, deep shelves! And, of course there’s a door on it so I can easily hide the mess! I’m so glad to find your blog and get some inspiration on making my home beautiful (and at the very least organized!)

    Reply
  31. Katie says

    April 12, 2013 at 9:51 PM

    I need someone to come spring clean my office! Love the tips.

    Reply
  32. Fawn says

    April 12, 2013 at 10:26 PM

    I will be doing some light weight spring cleaning in my whole house just to freshen things up and since my daughter is a little older and much taller (2 yrs old and over 3 ft tall – have to make some adjustments). I am planning on doing quite a lot in my kitchen (my play room) and the study (hubby’s play room). And have two weeks to get as much done as possible and get ready for the hubby’s upcoming knee surgery. A lot on my plate and very thankful for bloggers willing to give advice and share so many tips and tricks and help people like me stay motivated so that I don’t feel overwhelmed.

    Reply
  33. Amy W says

    April 13, 2013 at 9:07 AM

    My entire house needs to be re-organized, but especially the closets. Moved into this house in June last year, and the closets are all empty – noy even hanging rods! Hubby is slowly building shelves and rods, but it’s slow going!

    Reply
  34. Kathy P. says

    April 13, 2013 at 11:41 AM

    My home office – piles of papers, filing and photos to organize!

    Reply
  35. Susan says

    April 14, 2013 at 4:31 PM

    Excited because I tackled the laundry room and posted all the photos and info on Hometalk and Pinterest so I’m eligible for the Spring Cleaning Challenge prizes. I am SO DREAMING of winning that closet system. My master closet is a serious disaster! Thanks for the opportunity.

    Reply
  36. Carmen says

    April 14, 2013 at 7:11 PM

    Our bedroom really needs it – it gets neglected often, and it’s hard to clean behind the bed.

    Reply
  37. Harmony B says

    April 14, 2013 at 8:59 PM

    My kitchen needs a good cleaning. appliance moved, stove etc

    Reply
  38. Betty819 says

    August 6, 2013 at 5:24 AM

    Your office looks very neat and clean but how can you stand not to have some color in that room?.I’d be depressed looking at black and white all the time. But I do like how you have arranged everything. Wished my home office were that neat..Hey! I’m working on it but my ADD keeps me struggling. I am especially interested in what appears to be white boards on the wall. Did you buy them like that or make them yourself? I love the size of them; that size would be perfect on my office door. Thanks for the inspiration.

    Reply
    • iDreamOfClean says

      August 7, 2013 at 10:58 PM

      Let me tell you, I want some color…paint is next when it’s in the budget!! My little teal dresser is what keeps me going for now 🙂 I just had to stick with what I already had and keep the budget low if you know what I mean.

      As for the white boards, I found these on sale at a home improvement store: http://bit.ly/theboarddudes Sadly I can’t remember which one now!!

      Reply
  39. Katie says

    September 20, 2013 at 6:10 AM

    I have read this before… and even pinned it to remind me to go back and take a look. I FINALLY read about this filing system. Definitely doing this!

    Reply
  40. Chrissy says

    January 7, 2014 at 8:54 AM

    Love this! Paper work is the worst area for me to clean and organize.

    Reply
  41. Nicole says

    January 8, 2014 at 12:59 PM

    This does look like a great and simple filing system. I have found that getting a new portafile each year has worked really well for me. And I can usually get them at thrift stores or garage sales so they are really inexpensive.

    Reply

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