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Thread: What financial documents do you keep and for how long?

  1. #1
    SPARKING MelissaRaeCake's Avatar
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    Default What financial documents do you keep and for how long?

    I am cleaning out my filing cabinet, and I would like opinions on how long to keep financial records and other documents.

    I loathe paper! It has a way of piling up and taking over (my desk and my mind)! I would love to go all digital. I have been receiving e-bills and statements whenever possible for several months now. I think most every company that issues a monthly or quarterly statement has a way for you to access that statement online or by request for several years. So really, once you take a look at it and pay it, is there any real need to keep it?

    I have a scanner, and anything that I might want to reference in the future, I can throw on it and save a digital copy (that I will back up on a disc).

    So aside from the obvious (marriage and birth certificates, house deed, etc), what do you keep and for how long and why? THANKS!

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    Default Re: What financial documents do you keep and for how long?

    Tax info needs to be saved for at least 7 years.
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    Post content copyright 2006-2012 MrsPinecone @ HCW. Permission to quote or repost is denied.

  3. #3
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    jen276here's Avatar
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    Default Re: What financial documents do you keep and for how long?

    I don't keep much of anything. Obviously Birth/Marriage certs and such, buy everything else I either scan or save a copy to my computer then back up on a external HD and on a disk to be safe. I too hate paper clutter!

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