Wednesday, October 2, 2013

Organizing Files on Your PC: How to keep your saved receipts and statements in order on your PC



Do you sometimes end up with a complete mess of files with various and unorganized file names on your pc? Well, there is a very simple way to avoid this mish-mosh in the first place by creating a naming convention for yourself that you can stick with going forward.  Once created, it will save you from thinking about what to name a file every time you have to save one, and finding a file will be a cinch.

Check out the below naming convention examples for saved receipts and statements on your pc;  And if you would like to know how to save your online receipts straight to your pc, you can check it out
in my previous posting  "SAVE THE TREES: 2 Simple & Quick Ways to save online payment receipts WITHOUT THE PAPER MONSTER FILE".



ROAD MAP FOR YOUR FILE NAMING CONVENTION:
 Note:   DATE = YYYY-MMDD or YY-MMDD


For Online or Scanned Receipts:
DATE     COMPANY - (ITEM-s) $AMOUNT


Examples:

2013-1002 Apple - (Ipad Mini,Ipad screen cover,Stylus-black) $325

13-1002 Apple - (Ipad Mini,Ipad screen cover,Stylus-black) $325




For Online Bill Payment Confirmations:
COMPANY      DATE pmt - Due Date (Stat Date) $AMOUNT


Examples:

LightCompany 2013-1002 pmt - 10-15 due (9-25 stat)   $80

CableCompany  13-1002 pmt - due 10-15 (stat 9-25) $80

CreditCard Visa  13-1002 pmt - due 10-15 (stat 9-25) $100




For Online Statements:
DATE      COMPANY  Statement or Bill - Due Date  $AMOUNT


Examples:

2013-1002 LightCompany Statement - Due 10-15  $80

13-1002 CableCompany Bill  - Due 10-15  $80

13-1002 CreditCard Visa Statement - Due 10-15  $100



Once set, just make sure you use it. After all, you can't buy a broom to keep your floors clean, and expect it to clean your floors for you, can you?  So, start sweeping.  :)


Tip:  Remember to use dashes (-) in your naming convention, as you cannot save with slashes (/) on most computers.

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