Week 5 (Day 4): Organizing Financial Records

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Day 4: Categorizing Paper Documents

• Take Action

• Helpful Tip

• Free Resource

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Week 5 Day 4 Action Plan

Today, we tackle the organization of paper documents, turning chaos into categories.

Take Action: From Chaos to Categories

• Explore a sample categorization system for paper documents.

• Begin categorizing your current paper financial documents.

Helpful Tip:

• Categorizing documents simplifies retrieval and audits.

Free Resource:

Stay in Touch

How did your filing system setup go this week? Did you establish a routine for managing your files?

Until tomorrow, happy financial management!