![]() ![]() Although they aren't necessarily financial records, birth certificates, marriage certificates, divorce decrees, and degrees or diplomas also fall in this category. Keep indefinitely: medical records, real estate deeds, and car titles (as long as you own the car).Keep for 7 years: receipts for major purchases, income tax records, loan contracts, mortgage contracts and payment records, investment purchase records, year-end investment summaries, other final payment documents.Open all your bills as soon as they arrive. Aim to keep statements and related documentation for three years from the date paid to ensure that you can reference them if needed. Keep year-end summary statements for 3 years. If you’ve opted for all online payments, create a folder within your email to store alerts and digital receipts. Keep for 1 year: monthly utility bills, pay stubs, credit card statements, investment statements, bank statements, and the like.Generally, you can follow this schedule: X Research source At the end of the calendar year, go through your files and shred or delete records you no longer need to keep. Just as you may do a spring cleaning of your living space, your financial records could use a yearly deep-clean as well. Purge records you no longer need once a year. Download full Bill Payments Tracker Monthly Bill Payment Tracker Journal And Notebook To Organize Your Finances Bill Tracker Bookkeepings books PDF, EPUB, Tuebl, Textbook, Mobi or read online Bill Payments Tracker Monthly Bill Payment Tracker Journal And Notebook To Organize Your Finances Bill Tracker Bookkeepings anytime and anywhere on any.
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