Right now, literally everything goes in it's own named folder (by
company, store, business, etc.) But thinking about it, I've been having
to create a new folder if I buy something from a place I haven't been
to before. (I did finally create Misc A-F, G-L, M-Q, R-V, W-Z folders,
but still.)
I think I've got a lot of folders in my drawer, and I'm sure if I cut
it down, I could at least implement the tickler system with 43 folders.
Would it be better to purge my files to see what receipts and documents
are probably outdated, then to switch to the A-Z system? How did you
figure out the best system for yourself? I'm short on cash, so I'd like
to try to work with what I've got without switching to a non-Pendaflex
(hanging file) system.
Thanks!
It may sound insane, but everything is simply filed by a number,
without topical categorization. This makes the filing process itself
very quick and painless and therefore filing tends to not pile up.
Simply grab a paper, search on a keyword, if no files come up, create a
new listing in the index and drop the paper in a numbered file. While
the software is fairly expensive, most of the functionality could be
replicated by using an Excel template. Retrieval is then just a search
on the index. A printout can also be made of the index and added to a
special folder at the front of the filing drawer as a backup or to look
a file up when your computer is unavailable.
Finding any one piece of paper is incredibly quick with this system and
I am finding numerous additional benefits. For one, it's portable.
Since I have my filing index (the Paper Tiger software) installed on my
laptop I don't have to be in my office to update my filing system. I
just grab the stack of papers requiring filing and when I have a couple
minutes during the day, I annotate each of them with their
corresponding number. When I return home, I simply drop each in their
corresponding numbered file. Secondly, since contextual labels are only
stored electronically in the index, I can instantly reorganize my
system by changing the labels in the index without having to physically
reorder or relabel any folders. Additionally, the system has an
inherent low-level security benefit if you don't use the paper index.
When you open my filing drawer, all you see are files labeled "1", "2",
"3", "4", etc. If someone was trying to find confidential or sensitive
information, it would be very difficult for them, without access to the
index.
This system may be overkill for someone with a single drawer of papers
to file, but for anyone with a lot of papers they have to keep track
of, it's a dream.
In my filing system it's "business/tax/other".
I've used the following system for over 15 years (initially using Info
Select), and it works (provided you don't lose the reference file):
A simple 2-column excel file:
Column A is incrementing numbers (100, 101, 102 ...).
Column B briefly describes what the contents of #102 is (ie: VISA
Statement, March 2005).
Takes me seconds to file something; simply write the number of the next
available row on the top of the document. Takes me seconds to find it;
search for "VISA" in Excel. My filing cabinet is simply a sequential
series of file folders: "Folder 101-115", "Folder 116-134", "Folder
135-156".
Can't see any reason why I'd want to go back to the "Hydro Bills",
"House Insurance", "Bank Statements" filing system again ...
My two cents,
Doug
Long before GTD was introduced/invented, I had run into exactly the
problem you've described Simon. Where the **** is the manual for that
Nokia phone I bought 3 years ago? Phone? Nokia? BCTel (the service
provider)?
I tend to aggregate my filing and do it in one shot. Right now, I've
got a wireless phonebill, an AMEX statement, and a receipt for new
mattresses for our trailer in my FILING folder. (These will be #2312,
2313, and 2314).
If you tend to go back to your files several times a day, and you KNOW
where you put stuff (or can at least narrow it down to 2 or 3 possible
places), then you might be better off with the circa 1323 version of a
filing system. For me, I've tried going back to alpha/category filing a
couple of times over the years, and always found it was inadequate for
my needs.
PS: For backup, I send a copy of my spreadsheet to my dad every few
months for safekeeping on his computer. Note that our wills are filed
in there, as well as bank statements. He can find anything he wants
should the need arise ...
Cheers,
Doug