Chapter 12: PDF form to use with the suggested filing system.

The chapter 12 website chapter bonus are two downloadable PDF forms to use with the suggested filing system.

Master Filling Template.pdf

Category Files.pdf

On the Master Filing List, you assign a major category to each letter. For example, A might be for files relating to your mortgage, B might be for files concerning your car insurance and so on.

On the Category Files list, for each file you put the Letter and a number in the boxes on the left. So A-1 might be your actual mortgage documents, A-2 might be your records of mortgage payments, A-3 might be all correspondence relating to your mortgage, and so on. Of course you also write these numbers on the actual file folders.

If 26 categories are not enough for you, you can start a new page with AA, BB, CC, and so on.