Household Filing Made Easy

Mark Thompson, Information Doctor

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7 Lessons (14m)
    • 1. New Household Filing Approach

    • 2. Filing Barriers & Attitudes

    • 3. Powtoon of Household Filing

    • 4. Taking on the New Approach

    • 5. Explanation of Class Project

    • 6. Demo of Approach

    • 7. Conclusions

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In October 2018, we updated our review system to improve the way we collect feedback. Below are the reviews written before that update. You are welcome to edit your old review into the new system!

4 of 4 students recommend this class
The course was well presented, Mark. Your conversational approach is good. One of the ways that I organize, and that I am most disciplined at, is keeping records online via software applications such as QuickBooks for my business. This allows me to pull all the information I need for tax reporting from one place at the end of the year. It also allows me to run various different types of reports and even reconcile my bank accounts. I don't use paper bank statements anymore. There are some things, however, that are already organized for me by company or payee via my online banking “Bill Pay” tool since a record of all my transactions are kept for a period of time by the bank. This has been extremely useful for end of the year tax reporting of Schedule A and C. I try to avoid tracking paper statements as much as possible. I am also not very disciplined about keeping papers organized and therefore they are in a shoebox. Not for business? Well then there is also Quicken Personal Finance software for the homeowner who wants to know where all his or her money is spent, and so they are able to log and categorize all of their expenses and income by such things as gifts, eating out, food store, discretionary income, utilities, home maintenance and repair, medical bills by family member, etc. For some things, I still use an excel spreadsheet. But even so, I find that discipline is key to successfully organizing (and you said that). I believe you mentioned that it is also beneficial to put aside a time every so often (i.e. 15 minutes every) to dedicate to this type of organizing. I am not very good at finding a regular time for doing this, and so often I find myself trying to catch up 2 months later. Bill Hutzel
Anna Lynd

Live simply. Care deeply. Help cheerfully.

Thank you for your class! I needed it :)