For the last day of the series; The Essential Guide to Organizing Your life, I wanted to go over how I fill the rest of my life binder. The point of this binder is to have all the information you need stored in one place. So, it shouldn’t necessarily be something you are constantly taking and putting things into. Here’s the complete overview of the C’est La Vie Life Binder.
Tabs in C’est La Vies Personal Life Binder:
- Current Budget (Day 2)
- Personal Information (Day 3)
- Banking Information
- Auto Information
- Credit Card Information
- Investment Information
- Insurance Information
- Extra budget templates
- Extra savings & Debt templates
- Extra meal planning templates (Grab the printable from this post)
The banking information tab holds all the account information for my savings and checking accounts. Some information you may decided to include in there could be PIN numbers, Routing & official account numbers, and bank statements. Again, you may decide that keeping these types of documents in a binder isn’t safe. With the lack of paper trail to my name in my short twenty-three years of life, this works for me. Especially since I expect to be doing a lot of moving and uprooting the next few years. If you have bought your home and plan on staying there for a long time, a safe may be a safer and more durable option.
Auto information is where I keep any important documents having to do with my car. You may choose to yearly keep bills, and maintence receipts, but for more expensive and pertinent information (like purchasing new tires) you can hole punch and add those to this section. The auto information printable (from Day 3) also can be placed here in the front for quick access.
Credit Card Information
Credit card information tends to be super confusing. In my budgeting series, I will be releasing a printable for debt repayment. But, with all the brochures, and terms included with those booklets, it’s always good to keep those around. So, I often keep old cards, important statements, return or exchange info from a complicated purchase, or anything tax related in this section. Again, you may not use this section often, but there’s nothing worse that needing to know the terms of a credit card you’ve had for 5 years and not being able to find the paperwork (plus, calling is the absolute worst).
With investment information, I tend to be bad and literally keep EVERYTHING. You never know what is going to be used for taxes later on. In the section though, I put all investment information. Trade information for certain stock, and any contracts or agreements from my investment broker. I’d challenge that this section along with credit card and insurance, are super confusing. Just because you don’t understand a piece of paper, doesn’t mean you should throw it away. Obviously, taxes are the most important reason to keep these types of documents.
Lastly, Insurance Information. I keep account set up information, old insurance cards, and again, anything tax related in this section. It can be a good reference point if you don’t have your insurance card on you but need to get ahold of billing.
The last three sections of my life binder hold templates for the things I am constantly using. Budget templates, meal planning templates, and extra savings/ debt templates. The budget, savings, and debt templates are something that will be in my next series, but feel free to subscribe below and receive access to these printables and much much more!
Have you downloaded the meal planning worksheets? Click here for the post! Just want the worksheets? Click the picture below.
I also have my basic budget post here, that I use every time I get paid. Click the link or the picture below and head over to read more!
Already a subscriber? Head over to the printables page to get this and all the rest of C’est La Vie’s templates!
Not sure which types of things you should be holding on to, shredding, or throwing away? Or even how long you should hold on to things? Grab this FREE paperwork workbook by subscribing to be apart of the C’est La Vie Fam below!