January. 31 days. Chelle’s home office organized. Is it possible? Join us on this 31 day organizing journey!! You can do anything for 31 days right?
Keep up with the entire series here.
Day 19 – Assignment: Rest. That is our assignment today. You may use today to catch up on previous assignments or to continue to sort or choose the next pile and go through it deciding what to purge and where it will live.
Where are you in the process of organizing your office? Are you feeling motivated to keep going? What, if anything, is keeping you stuck?
My daughter and I were at Chelle’s house Friday night for an event. Chelle asked Bridget to run up and get some index cards. I knew just where they were (the office supply drawer) so I told Bridget as she ran up the steps. As soon as she opened the office door she yelled with amazement! The office is looking good!!
That is the response you get when you put a lot of effort into a project. It feels good!
I was talking to a friend and when she found out we were doing 31 Days to an Organized Office the first thing she said was, “Receipts are my biggest problem!” Because Chelle doesn’t have many receipts in her office we won’t be dedicating a day to them so I thought I’d talk about RECEIPTS today.
What do you do with your receipts? Do you save ALL of them? Do you stick them in an envelope? There isn’t a right or wrong way to organize them. Whatever works for you is the right way. Some have a system that works for them. Great. Others may want to get some new ideas. First, I will share what I do and at the end of the post I will include some links to other receipt organizing ideas.
WHAT I DO WITH MY RECEIPTS
I used to keep every receipt and even get mad if my husband didn’t get me his gas receipts. What a waste of my energy and time. This is how my process works now:
- I purchase something at a store. I try and write on the top of the receipt if it is for my business ((Ci – meal or SSA – Office supplies) or if it is something I might return (Courtney’s jeans or School supplies). Taking an extra few seconds to write on the receipts immediately is key! You might want to circle the date, too.
- I place business receipts in my business wallet and personal receipts in my personal wallet. I carry both in my purse to keep things organized. Carry a paperclip if needed to keep receipts in order and contained. It’ll make things easier in the long run!
- At home I clean out my wallets. I don’t have a scheduled time to do this, just when I feel like it. If you never feel like it you might want to schedule a reminder to yourself.
- BUSINESS RECEIPTS: I place business receipts in my Quickbooks file in the correct month (pictured above). To make this file I purchased a set of month tabs and dropped them into two file folders. All receipts and bank statements go in here each month. When I do my books everything is in one place. I enter all the information into Quickbooks and then staple receipts onto the correct statement with the reconciliation report and drop it back into the corresponding month. When tax time comes everything I need is right here!!
Just because I have a process for organizing my receipts doesn’t mean entering my receipts in Quickbooks is easy or fun. I procrastinate doing my books. By writing on the receipt immediately, circling the date, keeping receipts in the correct month with all corresponding statements and doing my books on a regular basis I stay organized. Although I need to work on that last part!!
- PERSONAL RECEIPTS: I throw away almost all of my personal receipts now and I don’t regret one second of it!! I don’t even get gas receipts at the pump. For the ones I keep: If it is a big home purchase like a TV or refrigerator or new carpet I place the receipt in a file I’ve named HOME. If it is for something smaller that I think I might return like a receipt from Kohls or Target I place it in my RECEIPTS file. I just slide it in the hanging file in my home file drawer (I keep my business files in a separate drawer).
- There are a lot of stores now able to scan my card and find my receipt but I still feel more comfortable knowing I have the paper receipts for certain things.
- I put my Christmas receipts in an individual envelope labeled Christmas 20XX and keep it in the RECEIPTS file.
- When I am preparing for taxes I clean out all of my files. This includes my RECEIPTS file. I store them in that year’s tub. I wrote about this in 2011 here. I take the receipts out of the file and place them in that year’s tax tub, label it and place it on my storage shelves. I will shred it’s contents in 7 years. I probably could go through the receipts and throw a lot of them away before I put them in there but they don’t take up much room and I will shred them in 7 years so it isn’t worth it to me.
- The only other personal file I store certain receipts in is a file I call TAXES 20XX. I place any donation receipts and any giving receipts throughout the year in here. Any other tax related documents get put in here, too. When I am preparing taxes everything is right there! Try it. You will love it.
Here are some other ideas to organize your receipts:
- How to Organize Receipts from wikiHow (who knew?)
- The Ultimate Guide to Organizing Receipts from The Inspired Office
- Organizing My Receipts from A Thoughtful Place
- VIDEO: Receipt Organizer for Home Office Organization from Alejandra.tv
- Keeping Receipts Organized an iPhone receipt app from It’s Overflowing
- Organize Your Receipts from Quick and Dirty Tips
Do you have any tips on organizing your receipts? Leave them in the comments.