Filing System

Listed below is one possible method for setting up a home filing system. You should adopt a system that fits your needs and those of your family.

Accounts And Records

  • Automobile Records
  • Education Records
  • Employment Papers and Records of Earnings
  • Funeral and Burial Instructions
  • Family Account Book/Record of Expenditures
  • Health Records
  • Household Inventory
  • Income Tax Records
  • Letter of Last Instructions
  • Net Worth Statements
  • Retirement Papers
  • Warranties, Care Manuals and Instruction Booklets
  • Will or Trust (copy)

Banking, Savings, And Investment Records

  • Canceled Checks and Bank Statements
  • Deposit Slips
  • Safety Deposit Box—List of Contents
  • Savings and Investment Records


  • Canceled Contracts
  • Credit Card Payments
  • Receipts and Records of Payments:
    • Automobile
    • Business-related
    • Clothing
    • Education
    • Food
    • Furnishings and Equipment
    • Gifts and Contributions
    • Housing
    • Insurance
    • Medical and Dental
    • Recreation and Entertainment
    • Taxes (Income, Property, Personal Property, etc.)
    • Utilities


  • Installment Agreements and Loan Contracts
  • Unpaid Bills


Insurance Policies

  • Automobile
  • Health and Accident
  • Homeowner’s/Renter’s
  • Liability
  • Life
  • Other

List of Valuable Records


  • Church
  • School
  • Other


  • Addresses
  • Birthdays
  • Christmas Card List
  • Gift Suggestions

Reference Material

  • Budgeting
  • Child Care
  • Cleaning
  • Clothing
  • Crafts
  • Equipment
  • Foods and Nutrition
  • Gardening
  • Health and Safety
  • Home Furnishings
  • Housing
  • Landscaping
  • Laundry
  • Remodeling—Building and Repair

©Copyright FamilyCare America, Inc. All Rights Reserved.

Reprinted from “Organizing Household Records” by Joyce E. Jones, Kansas State University.

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