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dreamworld06
LIF Adult
Member since 2/07 1341 total posts
Name:
Heather
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What important papers/documents do you keep?
I'm trying to figure out which papers/documents to keep and for how long. Credit card statements, bank statements, utility bills, etc. Thanks!
Message edited 5/30/2017 8:07:29 AM.
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Posted 5/30/17 6:48 AM  |
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alli3131
Peanut is here!!!!!!
Member since 5/09 18388 total posts
Name:
Allison
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What important papers/documents do you keep?
I dont keep keep monthly bills. It's all online these days. The only thing I keep are tax records.
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| Posted 5/30/17 7:45 AM |
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mommy2B3
2 boys 2 girls!!!!
Member since 7/08 3324 total posts
Name:
M
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Re: What important papers/documents do you keep?
I keep old tax papers for 7 years, warranty information, pay stubs for 2 years, and things like birth certificates etc. I keep bills paid for 2 years, unless it's an auto pull.
I don't keep my bank statements or credit card statements or things like that bc I have them online for me.
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| Posted 5/30/17 8:09 AM |
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M514
Hi
Member since 8/10 6011 total posts
Name:
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What important papers/documents do you keep?
We only keep tax papers, house papers and car papers. Everything else is online.
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| Posted 5/30/17 8:37 AM |
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NervousNell
Just another chapter in life..
Member since 11/09 54921 total posts
Name:
..being a mommy and being a wife!
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Re: What important papers/documents do you keep?
Other than taxes, shred, shred, shred.
It's all online.
I don't even GET paper paystubs anymore- it's all paperless online
Message edited 5/30/2017 8:46:42 AM.
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| Posted 5/30/17 8:46 AM |
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mommy2be716
LIF Adult
Member since 1/16 2921 total posts
Name:
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What important papers/documents do you keep?
i don't keep anything. They are all electronic now. Mortgage statements are on the bank's site, LIPA/Nat grid is online, etc.
The only thing i keep is the school tax bill/receipt we get every 6 months or so
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| Posted 5/30/17 9:39 AM |
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WannaBeAMom11
LIF Adult
Member since 1/11 7391 total posts
Name:
Name
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What important papers/documents do you keep?
Taxes
Current life insurance docs
Birth certs
Baptism certs
Social security cards
Marriage cert
Passports
I think that's everything in my safe. Everything else is online in digital form online.
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| Posted 5/30/17 9:42 AM |
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Mrs213
????????
Member since 2/09 18986 total posts
Name:
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Re: What important papers/documents do you keep?
I don't keep anything except insurance paperwork birth cert etc...
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| Posted 5/30/17 10:41 AM |
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Hofstra26
Love to Bake!
Member since 7/06 27915 total posts
Name:
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Re: What important papers/documents do you keep?
I don't keep ANY monthly bill or utility statements. It's all accessible online so I'd rather not deal with the paper. The only important documents I keep are insurance policy paperwork, birth certificates, SS cards, marriage license, baptismal certificates, and anything relating to our house such as the roof warranty, the new oil burner paperwork, oil tank disposal certificate, etc.
ETA - We keep our income taxes too!
Message edited 5/30/2017 12:23:12 PM.
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| Posted 5/30/17 12:22 PM |
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2BadSoSad
LIF Adult
Member since 8/12 6791 total posts
Name:
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Re: What important papers/documents do you keep?
Taxes, house docs, car docs and ID Docs (Birth Certificates, SS Cards, Passports) Baptism Certs and, Marriage license, life insurance papers, copy of will and receipts/warranties/contracts for any major house repairs/purchases/work. Those are the only things saved in our fireproof safe.
Message edited 5/30/2017 1:12:48 PM.
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| Posted 5/30/17 1:11 PM |
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MrsPJB2007
MBA at your service!
Member since 7/06 12020 total posts
Name:
MJ
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What important papers/documents do you keep?
I don't keep actual copies of things - instead anything important gets scanned and saved to a back-up drive.
I have a file that has birth and marriage certificates; SS cards, baptism certificate, etc. But tax returns and all related workpapers for returns get scanned to a PDF.
Tax bills I keep the latest one for proof of residency but once the next one comes, I scan the previous one as well.
Paperless is the way of the future!
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| Posted 5/30/17 1:23 PM |
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LSP2005
Bunny kisses are so cute!
Member since 5/05 19461 total posts
Name:
L
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Re: What important papers/documents do you keep?
To keep forever : social security card, birth certificate, marriage license, purchase and sale of home documents, ie. Deed and title insurance policy
To keep until expiration plus 5 years after expiration : passport, drivers license
To keep 7 years: taxes and supporting documentation including medical receipts
To keep until sold plus tax term: stock purchase and sale documents, stock certificate should be made for on line holding
Non tax or business receipts until end of month to reconcile with credit card.
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| Posted 5/30/17 1:32 PM |
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Mrs&MrsK
i need sleep ;-)
Member since 2/14 2008 total posts
Name:
L
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What important papers/documents do you keep?
everything because i am a paper hoarder :)
i just shredded my 2009 box....
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| Posted 5/30/17 2:23 PM |
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