Field guide · No. 13 · Paperwork

Records you canactually find

A simple system for receipts, warranties and important paperwork — so when you need the proof of purchase or the policy number, you find it in seconds, not an afternoon.

Setup timeOne afternoon
Upkeep2 min a week
CostA few folders
Works forPaper + digital

Most people don't have a filing problem — they have a finding problem. The paperwork exists somewhere: a drawer, a shoebox, an inbox, the glovebox. The trouble is knowing which one, when the washing machine breaks and you need the receipt and warranty before the store will help.

The fix isn't an elaborate system you'll abandon by March. It's a handful of clear categories, one obvious home for each, and a two-minute weekly habit. Set it up once and it quietly looks after itself.

Three rules that make it stick

Why most filing systems fail — and this one doesn't
Rule 01

One home per thing

Every document has exactly one place it lives. No "I'll file it later" pile — later never comes, and the pile becomes the system.

Rule 02

Broad, obvious categories

A few wide buckets you'll never second-guess beat twenty narrow folders. If you hesitate where something goes, the system is too fussy.

Rule 03

Little and often

Two minutes a week filing as you go beats a dreaded annual purge you keep putting off. Small and regular always wins.

01
The backbone

Pick your categories

Start with broad buckets that cover almost everything. Most households need only six or seven. Use these as a starting point and rename them to fit your life — the labels matter less than picking ones you'll recognise instantly.

Home & property
Lease or mortgage papers, rates, body-corporate notices, renovation receipts, builder warranties.
Money & tax
Payslips, tax returns, bank statements, anything you'd need for a tax claim or a loan application.
Insurance
Policy documents and renewal notices for home, contents, car, health and life — plus any claim records.
Warranties & manuals
Receipts and warranty cards for appliances and electronics, kept with their proof of purchase.
Vehicles
Registration, service history, the purchase receipt, and the car insurance if you keep it separate.
Health
Medical records, prescriptions, immunisation history, specialist letters and test results.
Identity & vital
Keep these safest of all: birth and marriage certificates, passports, wills, deeds. Originals locked away.
The trick

Add one loose "to file" folder at the very front. Everything lands there the moment it arrives, and your weekly two minutes is just emptying it into the right categories. The inbox keeps the system tidy without you thinking.

02
The ones you actually chase

Receipts & warranties

These are the documents people scramble for most — and the easiest to lose, because thermal receipts fade to blank within a year or two. The rule is simple: a warranty is only worth as much as the receipt that proves when you bought it. Keep the two together.

The trick

Staple the receipt to the warranty card the day the item comes home, and snap a photo of both. Faded thermal paper has sunk countless legitimate claims — the photo is your backup when the original goes blank.

How long to hold on to common documents — when in doubt, keep tax-related paperwork longer rather than shorter:

DocumentKeep it…
Everyday shopping receiptsUntil returns window closes
Warranty + proof of purchaseLength of the warranty
Big-ticket / appliance receiptsWhile you own the item
Bank & credit card statements~ 1 year (longer if tax)
Tax returns & supporting records5 years (check local rules)
Home improvement receiptsAs long as you own the home
Insurance policiesWhile the policy is active
Identity & legal documentsKeep permanently

These are general guides for a typical household, not legal or tax advice — retention rules vary by country, so check your local tax office for anything money-related.

03
Find it from anywhere

Go (mostly) digital

Paper is fine for a small archive, but a scanned copy is searchable, backed up, and in your pocket at the shop counter. You don't need fancy software — your phone's camera and a cloud folder do the job. Keep originals of the vital documents on paper; digitise the rest.

Step 1

Snap

Photograph or scan each document with your phone as it arrives. A free scanner app flattens and sharpens it.

Step 2

Name it well

Use a consistent pattern: date, then what it is. 2026-03 Fridge warranty. Future-you searches by either.

Step 3

One folder tree

Drop it into a cloud folder mirroring your paper categories. Same buckets, so nothing to relearn.

Step 4

Back it up

Cloud storage means a second copy off-site automatically — safe from fire, flood or a dead hard drive.

The trick

Name files date-first in year-month-day order (2026-03-14). They then sort themselves chronologically in any folder, and you can find anything by typing a word or a date into search.

04
So it lasts

Keep it running

A system only stays tidy if maintaining it is almost effortless. Tie it to things you already do, keep the touch light, and it'll still be working a decade from now.

Weekly · 2 min
Empty the "to file" folder into its categories. Snap and bin any fading receipts.
At tax time
Pull the year's money & tax folder, lodge, then archive it together so it's one move next year.
Once a year
A ten-minute cull: shred what's aged out (see the keep-how-long table), check the vital documents are where they should be.
The payoff

Set up once and kept lightly, this turns "where on earth did I put that?" into a ten-second search. The proof of purchase, the policy number, the warranty — there when you need them, every time.

Set it up this afternoon

// Six moves and you're done.