- Insurance
- Titles
- Maintenance and Repair
- Recreational Vehicles
- Boats
- Motorcycles
- Resumé
- Employment contracts
- Retirement or pension plans
- Social Security records
- Fringe benefits
- Wage statements/paycheck stubs
Use this for Miscellaneous or yet-to-be-filed documents
- Checking
- Credit cards
- Financial Planning
- Budget
- Goals, long-term plans
- Net worth statement
- Records of earnings
- Records of expenditures
- Property tax records
- Receipts and paid bills
- Unpaid bills
- Investments
- Annuities
- Bonds
- Stocks
- Real estate investments
- Life Insurance
- Loans
- Savings
- Trusts
- Immunizations/blood types
- Dental
- Eye corrections
- Prescriptions
- Health Insurance
- Disability Insurance
- Child Care
- House
- Mortgage payments
- Lease and rent payments
- Repairs
- Capital/home improvements
- Utilities
- Telephone
- Floor plan
- Wiring diagrams
- Homeowner’s/Renter’s Insurance
- Organizations/Clubs
- Civic
- Business/Professional
- School
- Church
- Donations/Contributions
- Previous returns
- Canceled checks
- Educational records and expenses
- Marriage license
- Pet papers
- Military records
- Wills