Household Financial Document Organiser
Set up a filing system for papers and digital records.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Design a filing system for my household's financial documents. Types of documents I have: [DOCUMENT_TYPES]. Where they are now (drawers, email, cloud, shoeboxes): [CURRENT_LOCATIONS]. People who may need access in an emergency: [TRUSTED_PEOPLE]. Create a folder structure as an indented list for both paper and digital storage with consistent names, for example Year > Category > Item. For each category state what to keep, a general suggestion for how long people commonly keep it (mark every retention period [VERIFY] because it depends on tax and legal rules in [JURISDICTION]), and what can be shredded or deleted. Provide a naming convention for scanned files, a 30-minute first-session plan, and a quarterly maintenance checklist. Add an emergency access sheet template listing where things are kept, without writing any passwords or account numbers in it. Mention security basics for scans: encryption, backups, and not emailing sensitive documents unprotected. I want general guidance only, so please avoid personalised investment advice. For tax rules, thresholds and deadlines, use [JURISDICTION] and mark each as [VERIFY] until I confirm it.
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