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Just Do One
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I refer to myself as MidLifeMom.  From this pen name a few basic facts are obvious. For a few less apparent, but nonetheless informative tidbits, click on More about Me.

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Entries in paper (1)

Friday
Apr172009

Favorite Hack: Portable Paper Processing Station

Although I have been moving towards electronic communication, we still get a huge amount of information via paper - receipts, notes from school, snail mail, etc.  This is not good for someone like me who has a freak need to keep things organized and put away, but not a lot of time to process information as it comes in.  I needed to find a way to efficiently sort all of this paper.

I use a handy-dandy portable file box with the following section headings:

  • To Be Paid
  • To Be Put on the Calendar
  • To Be Submitted For Reimbursement: Typically business or healthcare expenses
  • School Follow-Up: Sign-ups, permission slips, etc
  • General Follow-Up: Any non-school item that requires an action
  • To Be Filed: I still keep a hard copies of a few items (e.g. tax information, receipts for big purchases). 
  • To Be Shredded: Credit card offers, any correspondence with an account number.
  • Shopping Receipts: I keep receipts until purchases are categorized in Quicken, then I shred.  Luckily, most stores now can process refunds without receipts if the merchandise was purchased on a credit card.  

Everything that doesn't make into the file box goes into the recycling bin.

Basically, I use the file box as a 'to-do' list.  Every few days I look through the box and determine what tasks I have time to complete.  Armed with my portable file box, a laptop, and a cordless phone, I can work on my 'list' anywhere while remaining within visual range of the kiddos.