I feel like I should know this, but what are the best strategies for organizing financial paperwork?

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Posted by Lillian White (MONEY FORUMS: 5, Answers: 0)
Asked on November 23, 2015 12:23 pm
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For years, I have used one file folder for each year to keep paper I'll need when it's tax preparation time just as Beth suggests. Also, I use Yodlee's free Money Center account aggregation tool to monitor my investment, bank and credit card accounts.
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Posted by Jacob Herschler (MONEY FORUMS: 0, Answers: 7)
Answered: December 25, 2015 8:14 pm
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I use Mint, Freshbooks, Expensify and envelopes and folders to organize my financial paperwork.
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Posted by Melanie Lockert (MONEY FORUMS: 0, Answers: 66)
Answered: November 29, 2015 12:40 pm
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I'm really simple. I just collect all my recipes in one large paper envelope. I usually attach a note on what it was for or why it is important. Come tax season, I just take everything out and sort it then. Works for me!
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Posted by Michelle Diamond (MONEY FORUMS: 0, Answers: 26)
Answered: November 27, 2015 11:08 am
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I usually keep one folder for each tax year and collect any paperwork I think I need for taxes in that folder. That would include W-2's and 1099s (for investment earnings, interest, miscellaneous income, etc.), anything supporting expenses I am claiming or deductions I am claiming.
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Posted by Beth Tallman (MONEY FORUMS: 1, Answers: 61)
Answered: November 23, 2015 3:20 pm