I haven’t done a Tool Tuesday feature in a while, so here ya go!  I helped a client in her home office last week and introduced this product to her. She is a local realtor and although she had been in business for years, she felt that she needed to get “re-booted” in her office.  She felt it was cluttered, the work process didn’t flow, and her files were a mess (her words, not mine).

While we worked together for a couple of days on all aspects of her office environment, I want to tell you about the tool we used to revamp her filing system.  Based on my clients existing files, personality, and needs I recommended the FreedomFiler®.

FreedomFiler® is best known for being a self-purging file system. This system goes a long way in keeping your files organized and is very user friendly. It uses color coding to categorize odd year versus even year files as well as separating your active and yearly files from your permanent, or archive, files.

So you are determined to be more organized than ever but you don’t live by yourself… There’s your other half, the kids and maybe even a mother in law in the mix! You may be wondering how to get them organized. The answer … you can’t.  It’s like making someone love brussel sprouts (sorry mom). You cannot make someone be organized, and if you could, they certainly would not be organized the way YOU expect them to be.

Got 5 minutes?  Then you can stay organized!

When you hear the word “file”, what do you think of?  What image pops in your head?

There is actually more than one way to file your papers.  The traditional method of file folders and file drawers is only one option. You don’t have to file the way your mother did.  Choose what works for you! Here are just two other options:

1.              PileSmart® – a Pendaflex® product

Remember the Pilot from my other blog post, Three Personality Types of Paper Mania?  Well this is the product for that person.  The PileSmart® Organizer features a clear lucite tray that is open on two side.  There are 6 plastic dividers, with end and side tabs that are easily seen as you stack things vertically. The dividers are very sturdy so you can lift up a stack by the divider tab and retrieve papers when needed.  In addition to allowing you to color code your stacks, the labels on each divider are durable and are “write-and erase”, which means you can use re-use them after a stack is purged. Nifty product, huh?  You can get it online at Amazon.

2.              Binders

Yes, binders!  They are not just for school anymore… You can use binders with dividers to keep categories of paperwork manageable.  Don’t relish the thought of hole punching and/or pinched finger accidents?  That’s okay; use plastic pockets in the binders.  This will enable you to quickly “file” your papers away.  Binders can be stored on shelves, in file drawers, or archived in boxes.  You can also color code your binder, if that’s what you like to do or purchase colors that match your office décor, looking sleek and orderly on a bookcase or credenza.

These are just two options for filing the papers you keep.  Would love to hear how you manage your papers, please leave a comment.

Do you have a ton of paper staring at you in your office or on your kitchen counter? Most of the time this is a big complaint.

Are some of those papers your monthly bills?

Many of us have files we’ve labeled “Telephone”, “Utilities”, “Water/Garbage”, “Cell Phone”,  ”Credit Cars”… Sound familiar? We’ve set up these folders because that’s how our parents used to do it. So when we moved out of their home we did the same thing. Only, we hate to file them. Do you really need to keep those bills?

Probably not. While what I am going to say may make you feel a bit queasy or uncomfortable, I say it to help you eliminate the paper monster in your life.  No, I am not recommending that everyone go paperless, don’t worry.  I am recommending, however, that you embrace technology. Create passwords to your utilities, phone, and credit card accounts so you can access your information online at any time. Get comfortable with their websites so you begin to use this valuable resource.  You can look up past bills, see recent statements at the touch of a button. If you are reading this blog then you have access to the internet so use it and eliminate the need to keep all those paper bills.

It’s okay if you still want to get your paper statement (or your can request that they be sent to your email in box).  The point here is that you don’t need to file or keep those bills. After you pay a bill, shred it. The information’s still there online any time you need it.

So get comfortable and let go (if you haven’t already) – I double dare ya!

2. Give gift receipts with your gifts and toss the original receipts.

3. Reduce junk mail by registering with DMAChoice.org.

4. Throw away those small-dollar-amount cash receipts before you even get home.

5. Call the charities you no longer support and request to be removed from their mailing list.

6. Put your magazine subscriptions on a diet.

7. Scan your recipes and get rid of the sheets of paper and recipe cards.

8. Shred your medical explanation of benefit statements after you review them.

9. Throw away those investment prospectus reports if you’ve never read them then request online copies only.

10. Eliminate the other language portions of your product manuals.

For this week’s Tool Tuesday I thought I would showcase an awesome gift for your Valentine.  It’s the perfect trio-of-organization for that special someone’s vehicle!

Neat Seat Organizer ($17) - Features 5 roomy pockets, hangs from passenger seat head rest and swings from front to back of the car

No-Leak Litter Bag ($17) - Also attaches to headrest. Has a leakproof base.

Car Pocket ($9) - This handy pocket attaches to the car’s air vent and is perfect to store your phone, glasses, etc.

The entire trio is available in pink or brown.

Pair them with car wash gift certificates or an oil change and give your Valentine a practical gift! To see these products up close and to order online, visit www.CleverContainer.com/natalie.

A “sweet” Valentine gift for someone you love!  … Or … maybe for you!?

Receipts seem to really confuse some people.  I have seen clients hold onto YEARS of receipts.  They are in ziplock™ bags, crammed into junk drawers, stacked and sliding off counter tops, and forced into bulging file folders.  They come into the home every day but never leave!

There are really only 3 kinds of receipts:

• Weekly
• Big Ticket Items
• Gifts

Weekly receipts come from the grocery store, doctor visits, medication, clothing purchases, and other such purchases made needed for your home and car maintenance.  Big ticket receipts are for large purchases like a washer and dryer, new roof, computers, TV’s… you get the idea. And gift receipts are for – you guessed it – gifts purchased.

Do you need to hang on to each and every receipt?  The short answer is “no”.  The long answer is “it depends”. And that’s where folks get stuck – it depends.  Once they are stuck, no decision is made and hence years’ worth of receipts clutter their life.

At my Declutter Your Life groups (in Sacramento and Chico, CA), this was a hot topic so I created this flow chart to help with the decision making.

The bottom line here is that receipts will hang around forever until you make a decision. The chart reflects what to do with a receipt if you are at home or out and about. The basic premise is this:

1. Set up an in-box to collect receipts.
2. Have a folder or envelope to save questionable receipts for 6 months; purging on at the beginning of each new month.
3. And for the large purchases, keep the receipts with the product manuals.

So take control and start making decisions about those receipts!

I want less paper to deal with in my life and I have a scanner. So where should I start?

I decided to start with my collection of recipes.

So where do I store the recipes electronically? Whatever I store them on has to be able to be taken into the kitchen to use while cooking.

I decided to use my iPad. (A laptop or a smartphone would work too)

What program should I use to capture my recipes? It needed to be easily accessible and easy to use.

I decided on Evernote.

Here’s what I did:

1. Created a Notebook in Evernote called “Recipes”
2. I started by transferring my recipe box and loose paper recipes using my scanner.

Read this post if you want to know what kind of scanner I use.

Here’s an example of a scanned recipe card:

 I went to my mother-in-laws during Christmas and wanted her yummy cookie recipe, so I took a picture of it.

Here’s what it looks like:

Then I was out at the store and forgot to add ingredients to my shopping list so I looked the recipe on the internet using my smartphone. Then saved it to Evernote on my phone. (Evernote syncs with ALL your gadgets)

Here’s the recipe that was found on the internet:

I also just opened up Evernote and typed in a recipe that was very hard to read when scanned.

Here’s the recipe I typed and saved:

Evernote also allows you to use “Tags”; think of them as keywords. So I added tags to every recipe. That way when I want to make something with the ingredients I have on hand, I just type in the ingredient and all recipes with that ingredient comes up.

Aside from using the Tags feature, Evernote also has a search function, references the URL from things captured on the internet and allows me to make notes directly to my recipes, regardless of how they were entered in.  I can notate for example, that I use canned tomatoes instead of fresh and did not use salt. If someone asks me for a recipe, that’s simple too. I just click on “Share” and I can send it via email, facebook, twitter or using a link! Awesome!

I have over 150 recipes in my Evernote cookbook.  I still need to cull through the other cookbooks I have (I only use them for 3-4 recipes) and get those into my Evernote. Then I will pass those cookbooks onto my apartment dwelling, bachelor sons or donate them!

Are you going online and finding recipes, then printing them out to make? If so, you may want to check out Evernote and say goodbye to the paper and save your printer ink!

I know… most of us hate to file. That’s one reason so many of us are battling with paper in our homes and offices. Most file cabinets are relegated to the back of closets, under the stairs or out in the garage. Some file cabinets are so full they can’t be opened, while others date back to the time of the dinosaurs and need excavation! You might even experience a genuine filing phobia every time you open a file drawer.  It’s difficult to find things when you need them and then you have no idea where to put new papers to be filed.

The first step to overcome your phobia is to re-work your filing system by understanding the types of files and how they are used.  Here’s a chart of the 3 types of files for any home or office.

Now that you have read about these 3 file type, it’s time to take the steps needed to get your file cabinet organized. What I’m about to say is not rocket science or some new age technique…

Use the K.I.S.S. method – Keep it Super Simple!

K eep the 3 types of files separate

I s it worth keeping?  Ask yourself the trigger questions and purge, purge, purge as much as possible  

S implified your categories   Re-think how you have your files labeled; using broad categories will make things easier to find and put away!

S chedule regular maintenance   This is imperative. If you’re not willing to do this step, then all the other steps won’t work! Set up yearly dates to purge files, toss papers, move files from reference to archive, and to re-evaluate your current systems.

Here are a few trigger questions to ask yourself as you sort through and purge your file cabinet.

• Is this information useful?
• Can I get this information again?
• Is this information on the internet?
• Is this information needed for tax or legal reasons?
• What’s the worst thing that would happen if I threw this away?