Basic Filing System

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Basic Organization

Күн бұрын

How we set up a basic filing system for our clients. You can do it too.

Пікірлер: 89

@chaank1069 6 жыл бұрын

Yours is the only system I found extremely useful out of numerous KZfaq videos that I watched on this topic. It’s not complicated, overly excessive, and has relatable categories. Thank you for sharing.

@BasicOrganization 6 жыл бұрын

Thanks Chani. Like you, I find that filing systems can be overly complicated. Starting with a basic system helps you not to get overwhelmed, because there is always a lot to think about. You can always build on this system and customize it to fit you.

@kathrynmercier4874 3 жыл бұрын

This is the best video I’ve seen on filing categories! Thank you! The only thing I would maybe change is that it’s probably best to keep Social Security cards, Birth and Marriage Certificates, deeds and vehicle titles in a fireproof box or safe just in case there’s a natural disaster.

@BasicOrganization 3 жыл бұрын

Very good suggestion. Thanks Kathryn.

@vanessataylor5108 2 жыл бұрын

Great idea! Thanks for the advice Kathryn!

@the_zara_moon 3 жыл бұрын

Thank you, this is so simple. I just bought some folders for my new filing cabinet, so I’m about to get very organized!

@BasicOrganization 3 жыл бұрын

Great Sara. You'll see the benefits right away.

@carolinebooy8459 6 жыл бұрын

I have watched many filing videos and yours is the best- simple but easy to understand. The whole main category and subcategories and how you went through them helped me tremendously. Thanks! Finally after 20 years of a filing mess i cleaned it all out today and organized my files for our business - took 13 hours but it was so worth it. Old stuff is filed in file boxes by year back seven years and only current stuff is in the office file. Stuff older than seven years is shredded.

@chaank1069 6 жыл бұрын

Caroline Booy I agree.

@BasicOrganization 6 жыл бұрын

Thanks Caroline and Chani. Great job on setting up your system Caroline.

@thegheymerz6353 27 күн бұрын

Exactly what i was looking for. Thank you!

@BasicOrganization 26 күн бұрын

Thanks. Happy it was helpful.

@bpassion9 3 жыл бұрын

I ran across this in the process of setting up my files. This is the best for me simply and easy to follow. Thanks You So Much!!!

@BasicOrganization 3 жыл бұрын

Thank you for the nice words. Paper management is an important topics.

@claudiajimenez380 Жыл бұрын

I love your system, simple, useful, the best in KZfaq!!!

@BasicOrganization Жыл бұрын

Thanks Claudia.

@Pbw476 Жыл бұрын

My mom passed and being executor of her estate I really needed some help on how set up a file system for this project. Thank you so much And I'm sure my attorney thanks you too.

@BasicOrganization Жыл бұрын

Thanks PoppyBlue. Glad it helped.

@musadays8083 Жыл бұрын

Sorry about your mom, peace upon both you & her 🙏

@charlesrosaly 2 жыл бұрын

Thank you for posting this Janet.

@stanjr1256 6 жыл бұрын

Love this! Thanks so much! This will help me as I revamp our filing system.

@BasicOrganization 6 жыл бұрын

Thanks Stan. Great project. It will make a big difference in saving you a lot of time.

@peterbelay154 Жыл бұрын

👋 im from Ethiopia bet እጅግ በጣም ወድጄዋለው አገላለፅሽን አመሰግናለው እግዚአብሔር ይባርክሽ አሜን

@cindyvelasquez4452 6 жыл бұрын

Thank you this has been extremely helpful!

@BasicOrganization 6 жыл бұрын

Thanks Cindy.

@daphneduryea9136 4 жыл бұрын

You helped me immensely. Thank you for uploading that!

@BasicOrganization 4 жыл бұрын

Daphne, you are welcome. I really need to do more of these. This video is my most popular.

@sg5sd 2 жыл бұрын

THANK YOU SO MUCH! I've been struggling with file organization, and I think this is a great example I can follow.

@BasicOrganization 2 жыл бұрын

Great! Happy to help.

@corporatesales 2 жыл бұрын

Nice voice mam

@vanessataylor5108 2 жыл бұрын

Notes have been taken and I can’t wait till I get started!! My filing system has been some what in disarray 😬 to say the least! And I’ve been piling paperwork for 5 years now. “Organised chaos” if you will 😂 but soo ready to have a proper filing system!! Thank you for your video! It’s been very informative! 😊👌🏼

@BasicOrganization 2 жыл бұрын

Thanks. So glad I could be of help. You'll be so happy when everything is in place.

@Dr.A.Rosenberg 4 жыл бұрын

A very informative video ! Thanks .

@BasicOrganization 4 жыл бұрын

Thank you.

@komalpreetkaur2708 4 жыл бұрын

It is really very helpful for me and now I clearly know about filling system thanks allot mam 👍

@BasicOrganization 4 жыл бұрын

Thank you.

@komalpreetkaur2708 4 жыл бұрын

@@BasicOrganization welcome u always make good videos god bless u😊 👍

@makebahenry2049 4 жыл бұрын

This is so simple. Thank you

@BasicOrganization 4 жыл бұрын

Thank you for watching.

@rachna1009 5 жыл бұрын

This is superb... thanx a ton... stay blessed n stay happy...

@BasicOrganization 5 жыл бұрын

rachna pathak thanks.

@leaf3986 4 жыл бұрын

Super nice and easy...Thank you!

@BasicOrganization 4 жыл бұрын

Thank you.

@radhygond83 2 ай бұрын

❤🎉🎉

@jakcoulon-reid2601 Жыл бұрын

Hiya, thank you so much for your help!

@BasicOrganization Жыл бұрын

Thank you for watching.

@vanessaecheverria4721 5 жыл бұрын

I agree with Chani P comment!! If you can do one for small business too, It will be very helpful as well. Thank you.

@BasicOrganization 5 жыл бұрын

Thanks Vanessa. I'll work on it and post soon.

@enoshsubba5875 4 жыл бұрын

This is so organised and Tidy.

@BasicOrganization 4 жыл бұрын

Thanks Enosh.

@maryodanga6102 6 жыл бұрын

It has been very helpful in learning

@BasicOrganization 6 жыл бұрын

Thanks Mary

@squidgysailor Жыл бұрын

Thanks

@fritzneymar764 Жыл бұрын

Wow, I'm gonna make it😂❤🎉

@BasicOrganization Жыл бұрын

Great! You can do it.

@sandraevans2832 3 жыл бұрын

This helped me out a lot

@BasicOrganization 3 жыл бұрын

Thanks. Go to my website, BasicOrganization.com. My latest post is called 5 Steps to Super Simple Paper Management. Also, sign up to receive our weekly posts for more tips.

@Gmaod11 2 жыл бұрын

I don't know if you are still available, but this is easily the best video and simplest way to start my file organization. Thank you for the printable list of categories. Do you have other similar videos?

@BasicOrganization 2 жыл бұрын

Thanks Gmaod11. We have many videos on KZfaq at Basic Organization. A few are about filing.

@beautifullady7632 5 жыл бұрын

Very nice! But I was wondering what’s inside. Is there a binder with fastener inside colored folder file?

@BasicOrganization 5 жыл бұрын

Hi Kate. Usually I don’t use folders or fasteners inside my hanging files if the categories are small, like Bank Name/Checking account. If you want to have broader categories then I would use folders inside the hanging file. Example: the hanging file would be Bank Name and the folders would be Checking and/or Savings and/or Mortgage. There are so many ways to file. Make it your own.

@michellegauer2182 4 жыл бұрын

Very helpful. Do you have a Master List of all the categories and file folders that you show?

@BasicOrganization 4 жыл бұрын

Michelle. here is a spread sheet that outlines the categories, docs.google.com/spreadsheets/d/1P32G_R8rLodG3V8KHCpuvFjkYNlIZD_EuUTcSndANSc/edit?usp=sharing

@khamismakame3638 2 жыл бұрын

Thanks. Yes that thing which I wanted to get

@BasicOrganization 2 жыл бұрын

Thanks.

@monicatomaras1921 5 жыл бұрын

I'm in Canada so maybe we call some things differently, but what is an HOA or an EOB? I like this system very much. I just want a system that is very basic without the expense and complications of some systems.

@BasicOrganization 5 жыл бұрын

Hi Monica. HOA means Home Owners Association. We have those in my area. It is a neighbor run group that provides things like trash service, lawn care and/or things like a swimming pool and playgrounds for a fee. EOB means explanation of benefits. They are sent by your medical insurance company. This is probably different (and maybe not necessary at all) in Canada since you have different medical system. Simply is better!

@monicatomaras1921 5 жыл бұрын

Oh, duh. I should've figured it out. BTW, don't be fooled by our medical system it's very good in some ways but still has a multitude of problems. Thank you so much.

@DesertGardenPrepper 4 жыл бұрын

i can't find super large tabs labels like you show in this video. how did you make or find them?

@BasicOrganization 4 жыл бұрын

You can find them at office supplies stores and on amazon. Look for 3-1/2" clear hanging folder tabs.

@DesertGardenPrepper 4 жыл бұрын

@@BasicOrganization thanks!

@toriashley3422 2 жыл бұрын

Hi my name is tori we own a rescue foundation with over 180 animals and was wondering if we should make a file for each horse and then maybe there medical, ferrier work. Excetera. What do you think? I know everyone wants to go digital but its nice to have the paper work on hand. Any suggestions?

@BasicOrganization 2 жыл бұрын

Hi Tori. Yes, you are correct. Make a folder for each animal.

@jcs3330 2 жыл бұрын

Great filing system and clearly organised. But I think with all the paperless driven organizations today most people would file this electronically.

@BasicOrganization 2 жыл бұрын

Yes, you are correct. A lot of people have gone electronic, but we still have clients who like their paper. It is still a good system even for electronic filing.

@vflytrap7158 Жыл бұрын

@@BasicOrganization yes I am one of them, thank you!

@yellowroo 2 жыл бұрын

is filing redundant now? I don't exactly do much, but what I do, do is all in digital format.

@BasicOrganization 2 жыл бұрын

Yes, it is redundant for many people, but there are many people who still like paper. You can use the same system to create a digital filing system.

@sg5sd 2 жыл бұрын

I dunno, but I think the general categories and subcategories are applicable to computer files too (^_^)

@robbynswiscoski3964 2 жыл бұрын

How can I adapt your system to the paperwork of my bookkeeper clients and my sole properties hip where expenses are mixed use

@BasicOrganization 2 жыл бұрын

You would need a customized filing system to meet your specific needs.

@robbynswiscoski3964 2 жыл бұрын

@@BasicOrganization I do bookkeeping and income tax. And have lots of paper.

@BasicOrganization 2 жыл бұрын

@@robbynswiscoski3964 the video is for a personal filing system. For your business, I would have a large file for each client, then separate by tax year.

@janetmcdaniel1112 6 жыл бұрын

? That's alot of files. Can't things b filed under the broad category instead of creating sub categories. I rather keep things more simple or have less files.

@BasicOrganization 6 жыл бұрын

Janet McDaniel yes, you can have less categories. Whatever makes sense to you. As long as you can find what you are looking for when you need it, then it works.

@janetmcdaniel1112 6 жыл бұрын

Basic Organization that gives me confirmation, will do. I'm all about finding what l need and finding it quick and easy lol. Tks 4 replying

@petmomful2260 6 жыл бұрын

I was thinking the same thing. I don't have or need that many files. I am going thru the paper this week, and I am amazed at how much I am able to get rid of. I think I am going to put a sign above the desk that says, "Do you really need to keep it?"